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ClickFunnels + Microsoft Teams

Post new and updated ClickFunnel leads to Microsoft Team channels

Having trouble keeping your team informed while also managing marketing strategy and tracking leads? Make sure your marketing team stays up to date with everything you do! Whenever there's activity for a ClickFunnel contact, such as new contacts or edits to existing ones, this integration automatically posts messages to your team in Microsoft Teams. Let your team handle the rest from there.

Having trouble keeping your team informed while also managing marketing strategy and tracking leads? Make sure your marketing team stays up to date with everything you do! Whenever there's activity for a ClickFunnel contact, such as new contacts or edits to existing ones, this integration automatically posts messages to your team in Microsoft Teams. Let your team handle the rest from there.

  1. When this happens...
    ClickFunnelsClickFunnels
    New Contact Activity

    Triggers when Contact activity record is created.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Funnel

      Which Funnel should we watch for new Contacts?

    • Funnel Step

      Which Funnel Step should we watch for new Contacts?

    Trigger
    Instant
    Try It
    • Funnel

      Which Funnel should we watch for new Purchases?

    • Funnel Step

      Which Funnel Step should we watch for new Purchases?

    Trigger
    Instant
    Try It
    • TagRequired

      Tag string to add to contact profile.

    • EmailRequired

      Email of contact profile to receive tag.

    Action
    Write
    • EmailRequired

      The email for the contact profile.

    Action
    Write
    • Funnel

      Which Funnel should we watch for new Purchases?

    • Funnel Step

      Which Funnel Step should we watch for new Purchases?

    Trigger
    Instant
    Try It
    • ListRequired

      Select the Static List to add a Contact Profile Email.

    • EmailRequired

      Email Address of Contact Profile to add to List.

    Action
    Write
    • 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.

    Action
    Write
    • ListRequired

      Select the Static List to add a Contact Profile Email.

    • EmailRequired

      Email Address of Contact Profile to add to List.

    Action
    Write
clickfunnels logo
clickfunnels logo

About ClickFunnels

Create beautiful landing pages and complete marketing funnels.
Learn more

Related categories

  • Marketing Automation

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microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn more

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