ClickFunnels + Outseta

Create or update ClickFunnels contacts when new accounts are added in Outseta

Manage your contacts more efficiently with this Outseta to ClickFunnels workflow. When a new account is added in Outseta, this process promptly updates or creates a contact in your ClickFunnels database via email. Perfect for maintaining a streamlined contact management system and ensuring your ClickFunnels database always stays up to date with Outseta.

When this happens...
Account Added
Triggers when a new account is created
TriggerInstant
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Update or Create Contact (By Email Address)
Updates an existing Contact or Creates one by email address. For existing Contacts, it only updates present fields that have non-empty values so you won't empty existing data. If a contact with the provided email address doesn't exist, a new one will be created.
ActionWrite

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Supported triggers and actions

Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
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Person Deleted
Triggers when a person is deleted
Trigger
Instant
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Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
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Person Added
Triggers when a new person is created
Trigger
Instant
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Deal Updated
Triggers when a deal is updated.
Trigger
Instant
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- NameRequired
- Account StageRequired
- Client Identifier
- EmailRequired
- First Name
- Last Name
- Is PrimaryRequired
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation EmailRequired
- Quantity
Action
Write
- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write

- Account UIDRequired
- Cancel Immediately
Action
Write
- EmailList UidRequired
- EmailRequired
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UIDRequired
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Contact EmailRequired
Action
Search
- Contact EmailRequired
- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Search or write
Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
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- Alert
- CourseRequired
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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- PipelineRequired
- StageRequired
- Email AddressRequired
- Opportunity NameRequired
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- TagRequired
Action
Write
- Search Type
- Search Value
Action
Search

Account Deleted
Triggers when an account is deleted
Trigger
Instant
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Account Added
Triggers when a new account is created
Trigger
Instant
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Deal Added
Triggers when a new deal is created
Trigger
Instant
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Account Updated
Triggers when an account is updated.
Trigger
Instant
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Person Updated
Triggers when a person is updated.
Trigger
Instant
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- TitleRequired
- Description
- Data
- Entity TypeRequired
- Entity UidRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UIDRequired
Action
Write
- Account UIDRequired
- NameRequired
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person UidRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person EmailRequired
Action
Search
- Person EmailRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or write
- Alert
- CourseRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Alert
- CourseRequired
Trigger
Instant
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Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
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- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- CourseRequired
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Write

About ClickFunnels

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

Learn more

Related categories

Website & App Building

About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

ClickFunnels + Outseta

Create or update ClickFunnels contacts when new accounts are added in Outseta

Account Subscription Started

Person Deleted

Chat Request Added

Person Added

Deal Updated

Add Account

Add Deal

Cancel Subscription

Subscribe to Email List

Update Deal

Retrieve Deal

Find or Add Deal

Scheduled Appointment Event Created

Course Enrollment Created for Contact

Contact Submitted Form

One-Time Order Paid

Subscription Invoice Paid

Create Opportunity

Remove Tag From Contact

Search Contacts by Email or ID

Account Deleted

Account Added

Deal Added

Account Updated

Person Updated

Add Custom Activity

Add Person

Retrieve Account

Update Account

Update Person

Retrieve Person

Find or Add Person

Contact Enrollment Completed Course

Contact Identified

Contact Enrollment Suspended From Course

Opportunity Moved Stages

Apply Tag to Contact

Enroll a Contact Into a Course

Update or Create Contact (By Email Address)

About ClickFunnels

Related categories

About Outseta

Related categories

Similar apps

Zapier Interfaces