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ClickFunnels Classic + Xero

Add new Xero quotes to ClickFunnels Classic email lists instantly

Stay organized and up-to-date with your sales funnel by connecting your Xero and ClickFunnels Classic accounts. With this workflow, whenever a new quote is created in Xero, the email address associated with the quote will be added to a list in ClickFunnels Classic. This automation ensures your email marketing efforts are efficient and your prospects remain informed throughout the sales process.

Stay organized and up-to-date with your sales funnel by connecting your Xero and ClickFunnels Classic accounts. With this workflow, whenever a new quote is created in Xero, the email address associated with the quote will be added to a list in ClickFunnels Classic. This automation ensures your email marketing efforts are efficient and your prospects remain informed throughout the sales process.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

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

    Add a Contact Profile Email to a List.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
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clickfunnels-classic logo

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.
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Related categories

  • Marketing Automation

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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