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ClickFunnels + Salesforce

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.

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.

  1. When this happens...
    ClickFunnelsClickFunnels
    Contact Identified

    Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Course IDRequired

    Trigger
    Instant
    Try It
  • ClickFunnels triggers, actions, and search

    Contact Identified

    Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.

    Trigger
    Instant
    Try It
  • ClickFunnels triggers, actions, and search

    One-Time Order Paid

    Triggers when a customer pays a one-time order.

    Trigger
    Instant
    Try It
    • Contact IDRequired

    • Tag IDRequired

    Action
    Write
    • Course IDRequired

    Trigger
    Instant
    Try It
    • Course IDRequired

    Trigger
    Instant
    Try It
  • ClickFunnels triggers, actions, and search

    Subscription Invoice Paid

    Triggers when a Subscription Invoice is paid.

    Trigger
    Instant
    Try It
    • Contact IDRequired

    • DataRequired

    Action
    Write
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About ClickFunnels

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

Related categories

  • Website & App Building
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About Salesforce

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

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