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

Salesforce (Legacy)

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Keap Max Classic

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Here are some creative ways to use Insightly with Zapier:

Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.

Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.

Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.

Insightly

The best way to go from idea to email collecting landing page in less than 5 minutes

KickoffLabs

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Shopify

HubSpot is your all-in-one stop for all of your marketing software needs.

HubSpot

Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.

Unbounce

Gumroad allows all types of creators to sell their work (music, art, books, films, etc) directly to their audiences.

Gumroad

Create beautiful landing pages and complete marketing funnels.

The post-purchase process can be tricky if your business has a lot of moving parts. While ClickFunnels helps you list products and close sales, adding Zapier will connect everything that comes next. Automatically send notifications of new sales or customer leads to whichever platform your team uses most. And keep your records organized by using Zapier to immediately add ClickFunnels information to all of your spreadsheets and CRMs.

Here are some creative ways to use ClickFunnels with Zapier:

 Collect sales records in spreadsheets that are easy to organize and maintain. By saving new ClickFunnels contacts or purchases as Google Sheets rows, your sales information will always be current and accessible.

 No need to worry about customers slipping through the cracks. When you add or make changes to your contacts in ClickFunnels, create or update respective leads in Salesforce, InfusionSoft, ActiveCampaign, and other apps you use.

 Find out immediately when you've got a new sale. Send an SMS through Twilio or RingCentral when there's a new successful or failed purchase in ClickFunnels.

Insightly

ClickFunnels

Insightly

ClickFunnels

Insightly + ClickFunnels Integrations

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How Insightly + ClickFunnels Integrations Work

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