1.Monitors contact submitted form
Integrate ClickFunnels to capture each new form submission and pass the timestamp and submitted fields into the workflow.
Create CRM deal and log landing page leads
Automatically monitor ClickFunnels contact submissions across ClickFunnels, Google Sheets, ClickSend SMS, Pipedrive, and Microsoft Teams. Create and update when contact submitted, new submission received, or form entry submittedβso you can append lead rows, add SMS contacts, and create CRM deals without manual follow-up.
How this automation accelerates your lead follow-up
When ClickFunnels contact submitted form events happen, leads can go untracked and outreach can stall. This automation captures submissions, appends them to your leads sheet and messaging lists, creates CRM deals, and alerts your teamβso you can act fast.
ClickFunnelsor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets to append every submission as a new leads row by mapping fields to the worksheet columns.
Google Sheetsor swap with your favorite app
3.Adds contact to list
Integrate ClickSend SMS to add the lead to the configured messaging list using the submitted contact fields.
ClickSend SMSor swap with your favorite app
4.Finds person and creates deal
Integrate Pipedrive to find or create a matching person, then create a deal with the mapped person and assigned owner.
Pipedriveor swap with your favorite app
5.Sends channel message
Integrate Microsoft Teams to post an alert to your channel with lead details and a reference for quick rep action.
Microsoft Teamsor 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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