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ClickFunnels Classic + Salesforce

Add tags to emails in ClickFunnels Classic when records are updated in Salesforce

Keep your ClickFunnels Classic contacts updated with relevant tags whenever there's a change in their Salesforce records. With this workflow, whenever an updated record is detected in Salesforce, a tag will be added to the corresponding contact in your ClickFunnels Classic account. This way, your marketing campaigns will always target the most relevant audience based on their Salesforce data, streamlining your marketing efforts and boosting your engagement rates.

Keep your ClickFunnels Classic contacts updated with relevant tags whenever there's a change in their Salesforce records. With this workflow, whenever an updated record is detected in Salesforce, a tag will be added to the corresponding contact in your ClickFunnels Classic account. This way, your marketing campaigns will always target the most relevant audience based on their Salesforce data, streamlining your marketing efforts and boosting your engagement rates.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

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

    TriggerScheduled
  2. automatically do this!
    ClickFunnels ClassicClickFunnels Classic
    Add Tag to Email

    Add a Tag to a Contact Profile by Email.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.
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Related categories

  • Marketing Automation

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About Salesforce

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

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