Salesforce + ClickFunnels Integrations
How to connect Salesforce + ClickFunnels
Zapier lets you send info between Salesforce and ClickFunnels automatically—no code required.
Popular Salesforce + ClickFunnels workflows
Create Salesforce leads from new ClickFunnels contact activities
Create Salesforce leads from new ClickFunnels contact activitiesPremiumCreate contact records in Salesforce with Phone Validator details when there is new ClickFunnels contacts activity
Create contact records in Salesforce with Phone Validator details when there is new ClickFunnels contacts activityPremium
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Do Even More with Salesforce + ClickFunnels
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Salesforce + ClickFunnels workflows do more for them.
Zapier users love adding Phone Validator to their workflows
Create contact records in Salesforce with Phone Validator details when there is new ClickFunnels contacts activity
Create contact records in Salesforce with Phone Validator details when there is new ClickFunnels contacts activityPremium
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- ClickFunnels
Triggers when Contact activity record is created.
Instant
Trigger
- ClickFunnels
Triggers when a failed Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Add a Contact Profile Email to a List.
Scheduled
Action
- ClickFunnels
Add a Tag to a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
- ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
- ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Find or Create Contact Profile
Scheduled
Action
How Salesforce + ClickFunnels Integrations Work
- Step 1: Authenticate Salesforce and ClickFunnels.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
ClickFunnels Tutorials
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