1.Captures new opt in contact
Integrate ClickFunnels Classic and form capture tools to collect funnel opt in contact fields like name, email, phone, and landing page URL.
Add or update webinar opt-in leads to CRM
Automatically capture funnel opt in contacts across ClickFunnels Classic, Close, Keap, and Google Sheets. Create and update CRM leads, add webinar tags, and log audit rows when opt in contact created, landing page submitted, or source fields captured β so you can skip manual lead entry.
How this automation enriches webinar leads in your CRM
When funnel opt in contacts are created, manual lead entry can delay follow up and distort weekly reporting. This automation captures opt in details, updates Close lead records and Keap contacts, and logs every processed lead in Google Sheetsβso your team can review accurately.
ClickFunnels Classicor swap with your favorite app
2.Finds lead by email
Integrate Close and CRM mapping tools to find a matching lead by email and prepare webinar stage and landing page field updates.
Closeor swap with your favorite app
3.Updates lead status and fields
Integrate Close and CRM custom field tools to update lead status, set landing page custom fields, and add webinar tag values.
4.Creates or updates contact
Integrate Keap and nurture automation tools to create or update the contact with email, name, phone, and the configured webinar tag.
Keapor swap with your favorite app
5.Adds audit row to worksheet
Integrate Google Sheets and spreadsheet reporting tools to add a timestamped audit row with names, contact info, and the opt in source flag.
Google Sheetsor swap with your favorite app
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