ClickFunnels + Salesforce

ClickFunnels + Salesforce integrations

Identify new ClickFunnels contacts and create leads in Salesforce

Easily manage and track new leads with this ClickFunnels to Salesforce workflow. When a new contact is identified in ClickFunnels, this workflow will automatically create a lead in Salesforce. This allows you to effectively maintain customer relationships and streamline your sales activities by ensuring all relevant information is captured and stored in one place.

When this happens...
Contact IdentifiedTriggers when a new Contact is identified by email address or phone number.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

Start free with email

Start free with Google

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

More things you can do with ClickFunnels and Salesforce

Discover other triggers and actions you can use with ClickFunnels and Salesforce

Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
Try It
- Alert
- Course
  Required
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It

- Pipeline
  Required
- Stage
  Required
- Email Address
  Required
- Opportunity Name
  Required
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- Tag
  Required
Action
Write

- Search Type
- Search Value
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Alert
- Course
  Required
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Alert
- Course
  Required
Trigger
Instant
Try It
Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
Try It
- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- Course
  Required
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About ClickFunnels

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

Learn moreLearn moreHelpHelp

Related categories

Website & App Building

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

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

Related Zap Templates

Create new Salesforce records when contacts submit forms in ClickFunnels

Create new Salesforce leads from new ClickFunnels form submissions