1.Captures new funnel contact activity
Integrate ClickFunnels Classic and funnel opt-in forms to capture each new contact activity into the workflow.
Create intake prospects from landing page opt-ins immediately
Automatically capture each new funnel contact across ClickFunnels Classic and Lawmatics. Automatically create custom form entries and find or create prospect records when new funnel contact activity, intake option selections, or submission values arrive β so you can route intake data and convert opt-ins without manual data entry.
How this automation accelerates your intake-to-prospect creation
When new funnel contacts arrive, delayed handling can stall lead follow-up. This automation parses intake selections, creates a Lawmatics custom form entry, and finds or creates the matching prospectβso your team can respond with structured context.
ClickFunnels Classicor swap with your favorite app
2.Parses the selected intake option
Integrate Code by Zapier and data parsing tools to parse the intake option into a topic field or boolean flags.
Code by Zapieror swap with your favorite app
3.Creates custom form entry
Integrate Lawmatics and custom form fields to create a custom form entry with intake topic and submission details.
Lawmaticsor swap with your favorite app
4.Finds or creates a prospect
Integrate Lawmatics and CRM records tools to find or create a prospect and update it with the custom form entry.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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