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 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

    • CourseRequired

    Trigger
    Instant
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    • Funnel

    • Page

    Trigger
    Instant
    Try It
    • CourseRequired

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

    Opportunity Moved Stages

    Triggers when an Opportunity moves from one stage to another.

    Trigger
    Instant
    Try It
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About ClickFunnels

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

Related categories

  • Website & App Building
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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