1.Monitor new contact created
Integrate ClickFunnels Classic and lead form intake to detect a new contact created entry and start the workflow.
Create CRM intake records from funnel contact form entries
Automatically capture new contact created entries and normalize details across ClickFunnels Classic, Formatter by Zapier, and Lawmatics. Create and update CRM intake records when new contact created, form entry submitted, or landing-page opt-in capturedβso you can standardize phone data, match or create contacts, and start intake without manual reporting.
How this automation creates CRM intake records
When new contact created submissions arrive, delays can break routing and slow nurture starts. This automation normalizes phone data, finds or creates contacts, and creates custom form entry intake recordsβso your team can launch intake immediately.
ClickFunnels Classicor swap with your favorite app
2.Formats phone number to E.164
Integrate Formatter by Zapier, phone formatting tools, and data mapping to normalize the source phone number to E.164.
Formatter by Zapieror swap with your favorite app
3.Searches contact by email
Integrate Lawmatics and CRM matching tools to find a contact by email and continue based on match status.
Lawmaticsor swap with your favorite app
4.Creates custom form entry
Integrate Lawmatics and form entry mapping tools to create a custom form entry and populate contact and intake fields.
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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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