1.Detect new contact created
Integrate ClickFunnels Classic and funnel capture tools to write incoming submissions to your automation input for lead processing.
Add funnel leads to master lead sheet instantly
Automatically clean new funnel contacts across ClickFunnels Classic, Formatter by Zapier, and Google Sheets. Get instant campaign reporting when new contact created or new funnel submission or contact form submittedβso you can add master lead rows, add campaign tracking rows, and flag missing fields without manual spreadsheet updates.
How this automation improves your lead data and accelerates reporting
When new contact created happens, missing or inconsistent date and phone data can slow downstream reporting. This automation formats date and phone fields and adds rows to your master leads sheet and campaign tracking sheetβso your team can keep lead reporting accurate without manual cleanup.
ClickFunnels Classicor swap with your favorite app
2.Formats date field
Integrate Formatter by Zapier, date formatting tools, and data mapping to transform the source timestamp into an MM/DD/YYYY date to the sheet.
Formatter by Zapieror swap with your favorite app
3.Formats phone field
Integrate Formatter by Zapier, phone normalization tools, and data mapping to convert the source phone into a standardized national phone string to the sheet.
4.Adds row to master leads sheet
Integrate Google Sheets, spreadsheets, and data validation tools to append a cleaned lead row and set a needs review flag for missing fields.
Google Sheetsor swap with your favorite app
5.Adds row to campaign tracking sheet
Integrate Google Sheets, spreadsheets, and campaign reporting tools to append the same formatted lead fields and campaign tags for tracking.
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Set up in minutes
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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