1.Pull new contact submission
Integrate ClickFunnels Classic and form submission data to pull submission details and start the lead onboarding workflow.
Add opt-in contacts to CRM and send welcome email
Automatically monitor funnel opt-in submissions from ClickFunnels Classic across CRM, email, and team messaging tools. Create and update lead records when new opt-ins captured, emails added, or timestamps recordedβso you can send welcome emails, enrich lead fields, and notify the team without manual follow-up.
How this automation adds opt-in leads to CRM
When new contacts are created from funnel opt-ins, manual follow-up can delay booking and lose momentum. This automation pulls opt-in details, sends a welcome email, creates or updates a lead in Close, and notifies your teamβso you can act fast.
ClickFunnels Classicor swap with your favorite app
2.Send welcome email to contact
Integrate Gmail and email template tools to send a welcome message with a materials link and scheduling link.
Gmailor swap with your favorite app
3.Find or create lead record
Integrate Close and CRM search tools to find by email or create a lead with the right source and stage.
Closeor swap with your favorite app
4.Update lead fields and notes
Integrate Close and CRM field mapping to update creation date, campaign fields, and attach a brief lead note.
5.Notify team for triage
Integrate Slack and team channels to send a triage message with lead name, email, and the lead record link.
Slackor swap with your favorite app
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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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