ClickFunnels + Compass

ClickFunnels + Compass integrations

Create new Compass leads from new ClickFunnels form submissions

Streamline your lead management process with this workflow that kicks into action the moment a contact form is submitted in ClickFunnels. It immediately creates a new lead in Compass, ensuring every potential customer is swiftly followed up on. This streamlined process not only eliminates the need for manual data transfer but also helps your team respond promptly and effectively to every inquiry.

When this happens...
Contact Submitted FormTriggers each time a contact submits a form. This can be a simple opt-in form or an order form.
TriggerInstant
automatically do this!
Create a New LeadCreate a new lead in your Compass CRM.
ActionWrite

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More things you can do with ClickFunnels and Compass

Discover other triggers and actions you can use with ClickFunnels and Compass

Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
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- Alert
- Course
  Required
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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- Pipeline
  Required
- Stage
  Required
- Email Address
  Required
- Opportunity Name
  Required
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- Tag
  Required
Action
Write

- Search Type
- Search Value
Action
Search

- Alert
- Course
  Required
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Alert
- Course
  Required
Trigger
Instant
Try It
Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
Try It
- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- Course
  Required
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Tags
Action
Write

About ClickFunnels

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

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Related categories

Website & App Building

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.

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Related categories

CRM (Customer Relationship Management)

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