1.Monitors new successful purchase
Integrate ClickFunnels Classic and purchase analytics tools to capture purchaser contact and purchase metadata to start onboarding actions.
Start onboarding for purchasers within minutes of purchase
Automatically monitor new successful purchases across ClickFunnels Classic and HubSpot. Create and update when email matches a contact, no contact match found, or purchasers qualify for onboardingβso you can enroll contacts in your welcome workflow, start onboarding sequences, and create missing CRM records without manual onboarding.
How this automation enrolls purchasers into onboarding
When new successful purchases happen, purchasers can stall without timely follow-through and your onboarding workflows miss key timing. This automation captures purchase details, finds or creates HubSpot contacts, and enrolls qualifying purchasers into the configured onboarding workflowβso your team can start welcome sequences fast.
ClickFunnels Classicor swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM contact matching tools to map purchaser email and qualifying fields to existing contact properties.
HubSpotor swap with your favorite app
3.Creates contact on no match
Integrate HubSpot and CRM data mapping tools to create missing contacts by mapping source fields to new contact fields.
4.Enrols contact in onboarding
Integrate HubSpot and onboarding workflow tools to map enrollment by contact email and add purchase reference context.
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