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.

When this happens...
New Contact Activity
Triggers when Contact activity record is created.
TriggerInstant
automatically do this!
Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
ActionWrite

Try this template

Free forever for core features
14 day trial for premium features & apps

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
- TagRequired
  Tag to Add to Contact Profile.
- EmailRequired
  Email Address of Contact Profile that should receive tag.
Action
Write

- EmailRequired
  Exact email search.
Action
Search
- TeamsRequired
Trigger
Scheduled
Try It

- ChatRequired
  Specify the chat to trigger for new messages.
- Exclude messages by you?
  If true, new messages by you will be excluded. Select false to trigger on any new messages - including those by you.
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message TextRequired
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
- 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.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Search or write
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- ChannelRequired
- Member
  Mentions of this member will trigger the zap. Make sure to specify a value for a member and/or a highlight word. Specifying both a member and a highlight word means that both the member and word need to be included in a message to trigger the zap.
- Highlight Word
  Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for a highlight word and/or a member. Specifying both a member and a highlight word means that both the member and word need to be included in a message to trigger the zap.
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- ChannelRequired
- Message Text Format
- Message TextRequired
  To mention team members, put their display name, email, or userID between “at” tags. For example, you could use <at>Jane Doe</at>, <at>jane.doe@example.com</at>, or <at>jane-doe-user-id</at> to mention a team member "Jane Doe".
Action
Write
- Api Docs Info
  API docs for Microsoft Teams are located here https://docs.microsoft.com/en-us/graph/teams-concept-overview
- 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.
Action
Write

About ClickFunnels

Create beautiful landing pages and complete marketing funnels.

Learn more

Related categories

Marketing Automation

Similar apps

KickoffLabs

Forms & Surveys

Shopify

eCommerce

HubSpot

Marketing Automation

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

Related categories

Similar apps

Slack

Team Chat

Chatwork

Team Chat

Rocket.Chat

Team Chat

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

ClickFunnels + Microsoft Teams

Post new and updated ClickFunnel leads to Microsoft Team channels

New Contact Activity

Funnel

Funnel Step

New Successful Purchase

Funnel

Funnel Step

Add Tag to Email

TagRequired

EmailRequired

Create Contact Profile

EmailRequired

Remove Tag From Email

TagRequired

EmailRequired

Find Contact Profile

EmailRequired

New Channel

TeamsRequired

New Chat Message

ChatRequired

Exclude messages by you?

New Team Member

TeamRequired

Create Channel

TeamRequired

Channel NameRequired

Description

Send Chat Message

ChatRequired

Message TextRequired

New Failed Purchase

Funnel

Funnel Step

Add Email to List

ListRequired

EmailRequired

Create Contact Optin

FunnelRequired

Funnel StepRequired

PageRequired

EmailRequired

Remove Email From List

ListRequired

EmailRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact Profile

EmailRequired

New Channel Mention

TeamRequired

ChannelRequired

Member

Highlight Word

New Chat

New Channel Message

TeamRequired

ChannelRequired

Send Channel Message

TeamRequired

ChannelRequired

Message Text Format

Message TextRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

About ClickFunnels

Related categories