1.Monitors contact submitted form
Integrate ClickFunnels and lead capture forms to detect new opt-in submissions and start the lead workflow.
Add funnel opt-ins to lead database and notify team
Automatically capture contact submitted opt-ins across ClickFunnels, Gmail, SMS by Zapier, Google BigQuery, Google Sheets, and Kit. Create and update records and audiences when a form is submittedβso you can notify the campaign team, prevent duplicate lead entries, and start sequences without manual follow-up paperwork.
How this automation accelerates opt-in to qualified leads
When a contact submitted form opt-in lands, delays can leave leads unprocessed and conversations off time. This automation sends notifications, checks duplicates in your lead warehouse, and records the lead across sheets and audiencesβso your team can act fast.
ClickFunnelsor swap with your favorite app
2.Sends notification email
Integrate Gmail and campaign email tools to send a notification email to configured campaign manager addresses.
Gmailor swap with your favorite app
3.Alerts team by SMS
Integrate SMS by Zapier and on-call messaging tools to send team SMS alerts with submitter details.
SMS by Zapieror swap with your favorite app
4.Checks for existing email
Integrate Google BigQuery and analytics queries to check for an existing email before inserting a new lead record.
Google BigQueryor swap with your favorite app
5.Adds row to lead sheet
Integrate Google Sheets and spreadsheet reporting to add a new lead row with source fields and timestamps.
Google Sheetsor swap with your favorite app
6.Adds or updates subscriber
Integrate Kit and email sequences tools to add or update the subscriber, apply a tag, and start the configured sequence.
Kitor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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