1.Catches new opt-in submissions
Integrate ClickFunnels Classic and lead form tools to catch new opt-in submissions and map payload fields to the workflow.
Add new funnel opt-ins to lead tracking spreadsheet
Automatically monitor ClickFunnels Classic opt-in submissions across ClickFunnels Classic, Formatter by Zapier, and Google Sheets. Create lead records when opt-in submissions start, contact activity triggers, or email is missing or providedβso you can format dates and phone, add intake rows, and update central leads without manual spreadsheet entry.
How this automation captures new leads for tracking
When new opt-in submissions happen, delays can break lead visibility and slow follow-up. This automation catches opt-ins from ClickFunnels Classic, formats date and phone, and adds rows to both intake and central leadsβso your team can report and act fast.
ClickFunnels Classicor swap with your favorite app
2.Formats date and phone
Integrate Formatter by Zapier and data formatting tools to convert the submission timestamp and phone into downstream-ready values.
Formatter by Zapieror swap with your favorite app
3.Adds row to intake worksheet
Integrate Google Sheets and spreadsheet reporting tools to add one raw intake row per submission for record keeping.
Google Sheetsor swap with your favorite app
4.Adds row to central leads worksheet
Integrate Google Sheets and spreadsheet segmentation tools to add a master leads row with source tags for reporting.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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