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Salesforce + ClickFunnels Integrations

Zapier lets you send info between Salesforce and ClickFunnels automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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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

    Premium
    Create contact records in Salesforce with Phone Validator details when there is new ClickFunnels contacts activity
    • ClickFunnels logo
    • Phone Validator logo
    • Salesforce logo
    ClickFunnels + Phone Validator + Salesforce

Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

      This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.

    • Salesforce ObjectRequired

      Pick which type of object you want to watch for changes on.

    Trigger
    Scheduled
    Try It
    • CampaignRequired

      Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    • ContactRequired

      If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    Action
    Write
    • CampaignRequired

      Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    • LeadRequired

      If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    Action
    Write
    • Salesforce ObjectsRequired

      Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

    • Record to LinkRequired

    • FileRequired

      The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files

    • VisibilityRequired

      Specifies whether this file is available to all users, internal users, or shared users.

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

      Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    • Description

    • Is Private

      Defaults to false if left blank.

    Action
    Write

How to connect Salesforce + ClickFunnels

  1. Step 1: Authenticate Salesforce and ClickFunnels.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

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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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About ClickFunnels

Create beautiful landing pages and complete marketing funnels.
Learn more

Related categories

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