1.Triggers on new contact created
Integrate ClickFunnels Classic and lead capture forms to detect new contact created and start the lead-magnet workflow.
Add lead magnet signups to email audience and events
Automatically detect new contact created across ClickFunnels Classic and Customer.io. Create or update profiles and audience segments and log lead-magnet events when new signup form submissions, funnel signups, or contact records appearβso you can prevent manual follow-up.
How this automation captures lead-magnet signup context
When new contact created from funnel signups goes unlogged, outreach lacks source clarity and follow-up stalls. This automation creates or updates person profiles, adds segment membership, and logs a lead-magnet eventβso your team can follow up with accurate context.
ClickFunnels Classicor swap with your favorite app
2.Creates or updates person
Integrate Customer.io and marketing audiences to create or update person profiles from mapped submission fields and source data.
Customer.ioor swap with your favorite app
3.Adds attribute or segment membership
Integrate Customer.io and audience segmentation to add attribute or segment membership from the funnel identifier for targeting.
4.Creates event on the person
Integrate Customer.io and event tracking to create a lead-magnet event with submission timestamp on the person profile.
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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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