1.Captures new opt-in contact
Integrate ClickFunnels Classic and lead capture forms to detect new opt-in contacts and start the lead capture workflow.
Add opt-in form leads to central lead sheet
Automatically monitor opt-in contact created events across ClickFunnels Classic and Google Sheets. Append cleaned lead fields into your funnel intake and central lead sheet when submissions happenβso you can protect reporting, speed outreach, and keep data consistent without manual copying.
How this automation scales your lead pipeline
When new opt-in contacts are created, leads can get lost in inboxes and sheets, slowing reporting and outreach. This automation formats submission fields and appends rows to your funnel intake sheet and central leads sheetβso your team can follow up faster.
ClickFunnels Classicor swap with your favorite app
2.Formats submission date
Integrate Formatter by Zapier, data mapping tools, and date formatting rules to convert submission timestamp values to Date columns.
Formatter by Zapieror swap with your favorite app
3.Normalizes phone numbers
Integrate Formatter by Zapier and data validation rules to format phone inputs to US Phone columns and blank invalids.
4.Adds row to intake sheet
Integrate Google Sheets and spreadsheet automation to add formatted intake details to your funnel intake sheet for reporting.
Google Sheetsor swap with your favorite app
5.Adds row to central sheet
Integrate Google Sheets and attribution fields to add lead rows to your central leads sheet and set the Source.
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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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