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ClickFunnels + Salesforce Integrations

How to connect ClickFunnels + Salesforce

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Do Even More with ClickFunnels + Salesforce

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their ClickFunnels + Salesforce workflows do more for them.

  • ClickFunnels triggers, actions, and search
    New Contact Activity
    Triggers when Contact activity record is created.
    Trigger
    Instant
  • ClickFunnels triggers, actions, and search
    New Failed Purchase
    Triggers when a failed Purchase is made in a Funnel.
    Trigger
    Instant
  • ClickFunnels triggers, actions, and search
    New Successful Purchase
    Triggers when a successful Purchase is made in a Funnel.
    Trigger
    Instant
  • ClickFunnels triggers, actions, and search
    Add Email to List
    Add a Contact Profile Email to a List.
    Action
    Write
  • ClickFunnels triggers, actions, and search
    Add Tag to Email
    Add a Tag to a Contact Profile by Email.
    Action
    Write
  • ClickFunnels triggers, actions, and search
    Create Contact Optin
    Creates a new opt-in for an email.
    Action
    Write
  • ClickFunnels triggers, actions, and search
    Create Contact Profile
    Create or update a Contact Profile for an email.
    Action
    Write
  • ClickFunnels triggers, actions, and search
    Remove Email From List
    Remove a Contact Profile Email from List.
    Action
    Write
  • ClickFunnels

    Remove a Tag from a Contact Profile by Email.

    Scheduled

    Action

  • ClickFunnels

    Find a Contact Profile by exact match Email.

    Scheduled

    Action

  • ClickFunnels

    Find or Create Contact Profile

    Scheduled

    Action

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How ClickFunnels + Salesforce Integrations Work

  1. Step 1: Authenticate ClickFunnels and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

ClickFunnels Tutorials

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About ClickFunnels

Create beautiful landing pages and complete marketing funnels.
Learn more

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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