ClickFunnels + Client Dispute Manager

Create new leads in Client Dispute Manager when contacts are identified in ClickFunnels

Streamline your lead generation process with this automation that bridges ClickFunnels and Client Dispute Manager. As soon as a new contact is identified in ClickFunnels, the workflow ensures that a corresponding lead is created in Client Dispute Manager. Now you can consistently capture fresh leads, culminating in a better understanding of your audience and potential customers.

When this happens...
Contact Identified
Triggers when a new Contact is identified by email address or phone number.
TriggerInstant
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Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
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- Alert
- CourseRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- PipelineRequired
- StageRequired
- Email AddressRequired
- Opportunity NameRequired
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- TagRequired
Action
Write

- Search Type
- Search Value
Action
Search
Active Status
Triggers when we change the status from active to other status.
Trigger
Polling
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Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Polling
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Inactive Status
Triggers when we change the status from Inactive to other status.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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Pending Status
Triggers when we change the status from pending to other status.
Trigger
Polling
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Status Change
This triggers happens when you change the status of a customer in the customer screen. You can go from active all the way to archive or vice versa.
Trigger
Polling
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Update Customer
Triggers when a customer is updated.
Trigger
Polling
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- Email AddressRequired
- First NameRequired
- Middle Name
- Last Name
- Mobile Phone
- Zip Code
- Street Address
- Questions Answers
- Date Of Birth
- SSN
- Phone Home
- Phone Work
- Notes
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring ReportProvider
- Credit Monitoring Notes
Action
Write
- First NameRequired
- Last Name
- Email AddressRequired
- Notes
- How Did You Hear About Us
- Mobile Phone
- Date Of Birth
- SSN
- Phone Home
- Phone Work
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring Report Provider
- Credit Monitoring Notes
Action
Write

- Alert
- CourseRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Alert
- CourseRequired
Trigger
Instant
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Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
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- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- CourseRequired
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Write
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
Polling
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Archive Lead Status
Triggers when we change the status from archive lead to other status.
Trigger
Polling
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Completed Status
Triggers when we change the status from completed to other status.
Trigger
Polling
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Lead Status
Triggers when we change the status from lead to other status.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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No Portal Access Status
Triggers when we change the status from no portal access to other status.
Trigger
Polling
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Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Polling
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Suspended Status
Triggers when we change the status from suspended to other status.
Trigger
Polling
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- First NameRequired
- Middle Name
- Last Name
- Email AddressRequired
- Mobile Phone
- Zip Code
- Street Address
- City
- State
- SSN
- Date Of Birth
- Phone Home
- Phone Work
- Notes
- Credit Monitoring UserName
- Credit Monitoring Password
- Credit Monitoring Security Password
- Credit Monitoring Report provider
- Credit Monitoring Notes
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write

About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.

Learn more

Related categories

Website & App Building

About Client Dispute Manager

Client Dispute Manager is an online Credit Repair Business Software.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

ClickFunnels + Client Dispute Manager

Create new leads in Client Dispute Manager when contacts are identified in ClickFunnels

Scheduled Appointment Event Created

Course Enrollment Created for Contact

Contact Submitted Form

One-Time Order Paid

Subscription Invoice Paid

Create Opportunity

Remove Tag From Contact

Search Contacts by Email or ID

Active Status

Cancelled Status

Inactive Status

New Customer

New Lead

Pending Status

Status Change

Update Customer

Create Lead

Create Website Lead

Contact Enrollment Completed Course

Contact Identified

Contact Enrollment Suspended From Course

Opportunity Moved Stages

Apply Tag to Contact

Enroll a Contact Into a Course

Update or Create Contact (By Email Address)

Affiliate Active Status

Archive Lead Status

Completed Status

Lead Status

New Invoice

No Portal Access Status

Prospect Status

Suspended Status

Create Customer

Update Customer

Update Lead

About ClickFunnels

Related categories

About Client Dispute Manager

Related categories

Similar apps

Zapier Interfaces