1.Receives new contact opt-in
Integrate ClickFunnels Classic and lead capture tools to map funnel opt-in fields to contact and intake fields.
Create CRM lead records from funnel opt-ins for e-learning
Automatically monitor new funnel opt-ins across ClickFunnels Classic and intake mapping tools. Create and update CRM leads and linked intake form entriesβso you can standardize fields, capture the right intake reason, and keep leads moving without manual reporting.
How this automation creates CRM leads from opt-ins
When funnel opt-ins arrive but stay unstructured, follow-up slips and campaign managers miss key context. This automation pulls opt-in fields, standardizes contact data, and creates CRM contacts with linked intake form entriesβso your team can follow up faster.
ClickFunnels Classicor swap with your favorite app
2.Standardizes email and phone
Integrate Formatter by Zapier and data normalization tools to format phone numbers and normalize email casing.
Formatter by Zapieror swap with your favorite app
3.Creates contact and intake entry
Integrate Lawmatics and CRM record tools to create the contact and submit the linked intake form entry.
Lawmaticsor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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