ClickFunnels + Keap Max Classic + Intercom Integrations
How to connect ClickFunnels + Keap Max Classic + Intercom
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Do even more with ClickFunnels + Keap Max Classic + Intercom
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, Keap Max Classic, and Intercom. 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 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
Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Event NameRequired
The name of the event that occurred. This is presented to your App’s admins when filtering and creating segments. For example,
updated-plan.Metadata
Limited to max 5 key/value pairs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Select a company to tag. You can also select Custom Value from the dropdown to search for a company by the
Company ID.Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Specify the user you would like to tag or untag.
Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the User.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Created At
If you want the current datetime to be used, try entering "now".
User ID
A unique string identifier for the user.
Full Name
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use an
Email,ID, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
Company NameRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
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 foundNew 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 foundLead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation
Triggers when a new conversation is created by a user in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
The email address of the user you wish to add a note to.
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Specify the lead you would like to tag or untag.
Tag NameRequired
Attach a tag to a specific lead.
Untag?
If
Yesis selected, the tag will be removed from the Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
We will use this email and the User ID below, if provided, to look up the user in Intercom.io and update information from the fields below. If both email and User ID are provided, both must match an existing record for it to be found. If the user does not exist yet, we will create the user.
Full Name
User ID
A unique string identifier for the user. If provided, used as part of the search for existing users. If the User ID does not match the existing record with the email address specified above, a new user record will be created.
Company
Associates the user with a company in Intercom.
Unsubscribed From Emails
Phone Number
The phone number of the user.
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
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 Intercom are located here https://developers.intercom.com/reference
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.Search ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Enter the name of the company you're trying to find.
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
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 + Keap Max Classic + Intercom Integrations Work
- Step 1: Authenticate ClickFunnels, Keap Max Classic, and Intercom.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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