ClickFunnels + Gmail + WhatConverts Integrations
ClickFunnels + Gmail + WhatConverts Integrations
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Do even more with ClickFunnels + Gmail + WhatConverts
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, Gmail, and WhatConverts. 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 appLabel/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorsubject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch StringRequired
By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include
in:inbox.This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorin:inbox subject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Can have parents via a simple forward slash syntax: "Parent/Child"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
ActionThis is an event a Zap performs.SearchFind existing data in your appLead Type
Select the lead types that you want to activate this trigger.
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
OtherRequired
ProfileRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Profile
Account
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Enter the unique identifier for the lead you want to update.
If you already have a lead id (
lead_id), choose Use a Custom Value from the drop down.Quotable
Pick the quotable status for this lead.
Quote Value
Enter the amount for the quote.
Sales Value
Enter the amount for the sale.
Lead Page
Enter the URL where the lead took place.
Additional Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProfileRequired
Lead ID
Lead TypeRequired
Lead Status
Start Date
End Date
Quotable
Pick the quotable status for this lead.
Quote Value
Enter the amount for the quote.
Sales Value
Enter the amount for the sale.
Caller Number
Enter the E.164 formatted number that made the call.
Email Address
Enter the email address of the user submitting the lead.
User ID
Enter the WhatConverts user ID of the user submitting the lead.
Spam
Duplicate
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
Send Notification
Date & Time
WC Client Current
Enter the users wc_client_current cookie for this lead.
IP Address
Enter the IP address of the user submitting the lead.
Phone Number
Enter the phone number of the user submitting the lead.
Gclid
Enter the Google click identifier of the user submitting the lead.
Msclkid
Enter the Microsoft click identifier of the user submitting the lead.
Lead Page
Enter the URL where the lead took place.
Landing Page
Enter the URL where the user arrived on the website.
Operating System
Enter the operating system of the user submitting the lead.
Browser
Enter the browser of the user submitting the lead.
Device Type
Enter the device type of the user submitting the lead.
Device Make
Enter the device make of the user submitting the lead.
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Enter the E.164 formatted number that was called.
Destination Number
Enter the E.164 formatted number that received the call.
Caller Name
Enter the name that made the call.
Call Duration in Seconds
Caller City
Caller Zip
Caller State
Caller Country
Enter the two-letter ISO country code of the caller for this lead.
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Enter the message sent by the caller.
Event Category
The event category value for this lead. Applicable to event lead type.
Event Action
The event action value for this lead. Applicable to event lead type.
Event Label
Transaction ID
Transaction Tax
Enter the amount for tax.
Transaction Shipping
Enter the amount for shipping.
Additional Fields
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
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 found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel/Mailbox
(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead Type
Select the lead types that you want to activate this trigger.
Phone Calls (Completed)Required
Phone Calls (Modified)
Phone Calls (In Progress)
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)
EmailsRequired
OtherRequired
ProfileRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead TypeRequired
Send Notification
Profile
Date & Time
Quotable
Pick the quotable status for this lead.
Quote Value
Enter the amount for the quote.
Sales Value
Enter the amount for the sale.
WC Client Current
Enter the users wc_client_current cookie for this lead.
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Enter the IP address of the user submitting the lead.
Email Address
Enter the email address of the user submitting the lead.
Phone Number
Enter the phone number of the user submitting the lead.
User ID
Enter the WhatConverts user ID of the user submitting the lead.
Gclid
Enter the Google click identifier of the user submitting the lead.
Msclkid
Enter the Microsoft click identifier of the user submitting the lead.
Lead Page
Enter the URL where the lead took place.
Landing Page
Enter the URL where the user arrived on the website.
Operating System
Enter the operating system of the user submitting the lead.
Browser
Enter the browser of the user submitting the lead.
Device Type
Enter the device type of the user submitting the lead.
Device Make
Enter the device make of the user submitting the lead.
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Enter the E.164 formatted number that was called.
Destination Number
Enter the E.164 formatted number that received the call.
Caller Number
Enter the E.164 formatted number that made the call.
Caller Name
Enter the name that made the call.
Call Duration in Seconds
Caller City
Caller Zip
Caller State
Caller Country
Enter the two-letter ISO country code of the caller for this lead.
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Enter the message sent by the caller.
Event Category
The event category value for this lead. Applicable to event lead type.
Event Action
The event action value for this lead. Applicable to event lead type.
Event Label
Transaction ID
Transaction Tax
Enter the amount for tax.
Transaction Shipping
Enter the amount for shipping.
Additional Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProfileRequired
Lead ID
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Caller Number
Email Address
User ID
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
ActionThis is an event a Zap performs.SearchFind existing data in your appProfileRequired
Lead TypeRequired
Lead Status
Start Date
End Date
Quotable
Pick the quotable status for this lead.
Quote Value
Enter the amount for the quote.
Sales Value
Enter the amount for the sale.
Spam
Duplicate
Send Notification
Date & Time
WC Client Current
Enter the users wc_client_current cookie for this lead.
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Enter the IP address of the user submitting the lead.
Email Address
Enter the email address of the user submitting the lead.
Phone Number
Enter the phone number of the user submitting the lead.
User ID
Enter the WhatConverts user ID of the user submitting the lead.
Gclid
Enter the Google click identifier of the user submitting the lead.
Msclkid
Enter the Microsoft click identifier of the user submitting the lead.
Lead Page
Enter the URL where the lead took place.
Landing Page
Enter the URL where the user arrived on the website.
Operating System
Enter the operating system of the user submitting the lead.
Browser
Enter the browser of the user submitting the lead.
Device Type
Enter the device type of the user submitting the lead.
Device Make
Enter the device make of the user submitting the lead.
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Enter the E.164 formatted number that was called.
Destination Number
Enter the E.164 formatted number that received the call.
Caller Number
Enter the E.164 formatted number that made the call.
Caller Name
Enter the name that made the call.
Call Duration in Seconds
Caller City
Caller Zip
Caller State
Caller Country
Enter the two-letter ISO country code of the caller for this lead.
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Enter the message sent by the caller.
Event Category
The event category value for this lead. Applicable to event lead type.
Event Action
The event action value for this lead. Applicable to event lead type.
Event Label
Transaction ID
Transaction Tax
Enter the amount for tax.
Transaction Shipping
Enter the amount for shipping.
Additional Fields
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 to connect ClickFunnels + Gmail + WhatConverts
- Step 1: Authenticate ClickFunnels, Gmail, and WhatConverts.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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