ClickFunnels + ClickSend SMS + Keap Max Classic Integrations
How to connect ClickFunnels + ClickSend SMS + Keap Max Classic
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Do even more with ClickFunnels + ClickSend SMS + Keap Max Classic
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ClickFunnels, ClickSend SMS, and Keap Max Classic. And don’t forget that you can add more apps and actions to create complex workflows.
Funnel
Which Funnel should we watch for new Contacts?
Funnel Step
Which Funnel Step should we watch for new Contacts?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TagRequired
Tag string to add to contact profile.
EmailRequired
Email of contact profile to receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Tag to Add to Contact Profile.
EmailRequired
Email Address of Contact Profile that should receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Exact email search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Incoming SMS
Triggers when a new incoming sms is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List NameRequired
The name of the contact list.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list that you want to remove. Will require a list ID that will generally have to be returned from other actions.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
SubjectRequired
Subject line. Maximum 20 characters.
BodyRequired
Message body. Up to 1500 characters or 500 unicode characters View GSM Characters.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number - use a ClickSend dedicated number that you've purchased (anything else will fail). If you don't have a ClickSend number, leave it blank.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Media URLRequired
A URL of the media file you want to send.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
A public URL to the PDF file. If you're not sure what this is, more info can be found here.
Priority
Choose delivery priority. Options are Standard or Priority post.
Template Used
Choose if you've used our template file or not. If 'no', we insert a blank addressed page as the first page. View our template here.
Colour
Choose to use colour or B&W printing.
Duplex
Choose to use Duplex (double-sided) or Simplex (single sided) printing.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard: Open Dashboard or via our API).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign NameRequired
Give your campaign a name. Ie. January Marketing Campaign
List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile or landline phone number in local or international format. Must be in international format (E.164) if sending to a different country.e.g. +61411111111.
MessageRequired
Message body to be read out.
Language
Choose which language you want to use. Full list here: Open Docs.
VoiceRequired
Choose the message to be read out in a Male of Female voice.
From
The from number. This must be a valid ClickSend dedicated number.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. More info can be found here: Open Docs.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list you want to search for the contact.
Email AddressRequired
Email address you want to search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Action sequence
Triggered when a new action sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when you add a new company.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when you add a new product.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct
If you do not choose a product, this zap will trigger on cancelled subscriptions for any product.
Subscription Plan
If you do not choose a subscription plan, this zap will trigger on cancelled subscriptions for any plan. Note: You must select a product to filter by subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Tag
Triggers when you add a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmailRequired
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
Choose contacts who this email will be sent to.
From Address
Usually used as a "reply to" address.
To Address
Typically you want to leave the default, "~Contact.Email~" which will use the Contact merge field to fill in from each contact selected above.
CC Addresses
Who to CC on the email.
BCC Addresses
Who to CC on the email.
Content Type
Choose "HTML" if you include an HTML Body above, else choose "Text".
Subject
Subject of the email being sent.
HTML Body
The HTML content of the body of the email being sent.
Text Body
The Plain Text content of the body of the email being sent.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Product
Select a Product and/or a Subscription Plan in the field below.
Subscription Plan
Select a Subscription Plan and/or a Product in the field above.
Promo Code
Lead AffiliateRequired
Sale AffiliateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Email
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Description
Invoice Total
Total Due
Total Paid
ActionThis is an event a Zap performs.SearchFind existing data in your app
Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunnelRequired
Which Funnel Should we Opt Contact into?
Funnel StepRequired
Which Funnel Step is this contact going into?
PageRequired
The page associated with the opt-in.
EmailRequired
The email of the opt-in.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact ListRequired
The list where you want to add the contact.
First Name
Contact's first name.
Last Name
Contact's last name.
Phone Number
The contact phone in local or international format e.g. +61411111111.
Email
Contact's email address.
Fax Number
Organization Name
Custom 1
Custom 2
Custom 3
Custom 4
Address Line 1
Address Line 2
City
State
Postal Code
Country
The contact's country. Must be a 2-character country code e.g. "US", "AU", "GB".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list where you want to remove the contact.
Contact IDRequired
The contact_id of the contact you want to delete. This is returned when originally adding the contact. If you don't have it you can use the search in Zapier to search for the contact, then use the contact_id from the response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Phone number in E.164 format. Eg. +61261111111.
FromRequired
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF File UrlRequired
A public URL to the postcard PDF file. Can be a single file with 1 page (front only) or 2 pages (front and back) or 2 files with a single page each. View Template.
If you're not sure what a public URL is, more info can be found here.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard Open Dashboard or via our API.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Priority
Choose delivery priority. Options are Standard or Priority post.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. .
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Contact ID
If you supply a Contact ID of a contact (optional), we will link the contact to the message on the ClickSend dashboard. You can get the contact ID after adding a contact or from a contact search.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
The list name.
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ListRequired
The list you want to search for the contact.
Phone NumberRequired
Phone number you want to search. Must be in full international format without the leading + (E.164 format). Eg. 6141111111.
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Affiliate
Triggers when you add a new affiliate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTagsRequired
Select (or enter IDs of) one or more tags.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when you add a new opportunity.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProductRequired
Subscription PlanRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Subscription Plan
Triggers when you add a new subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Phone 1
Phone 1 Ext
Email
Fax 1
Street Address 1
Street Address 2
City
State
Postal Code
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
This email will be how we search for and tag an existing contact.
Tag NamesRequired
A list of tags to apply to the contact (e.x. repeat buyer, good). Tags that do not exist in Infusionsoft will be ignored.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TitleRequired
Description
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Price
Description
SKU
Stock-keeping unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
EmailRequired
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How ClickFunnels + ClickSend SMS + Keap Max Classic Integrations Work
- Step 1: Authenticate ClickFunnels, ClickSend SMS, and Keap Max Classic.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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