1.Submits new contact opt in
Integrate ClickFunnels and lead forms to detect submissions and trigger downstream lead capture workflows.
Add form opt-ins to lead records and notify team
Automatically monitor new contact submitted forms in ClickFunnels across Slack and Close. Send lead alerts, find matches, and create or update leads with mapped fieldsβso you can route follow-up and keep lead data current without manual reporting.
How this automation accelerates lead follow-up
When new contact submitted forms come in, delays can slow follow-up and create duplicate leads. This automation alerts your sales channel, finds and updates leads, and creates missing recordsβso your team can contact leads faster.
ClickFunnelsor swap with your favorite app
2.Alerts your sales channel
Integrate Slack and sales notifications to send a concise new lead alert and mapped submission fields to your team.
Slackor swap with your favorite app
3.Finds matching lead
Integrate Close and CRM search tools to search for an existing lead by email and use phone as fallback.
Closeor swap with your favorite app
4.Updates matched lead
Integrate Close and CRM updates to update the matched lead with mapped fields and append the source tag.
5.Creates missing lead
Integrate Close and CRM creation tools to create a new lead with mapped fields, set status, and add the source tag.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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