1.Captures new contact submission
Integrate ClickFunnels Classic and form field mapping to capture submissions and map source fields to intake fields.
Create intake records from landing page funnel contacts
Automatically monitor new contact submissions across ClickFunnels Classic and Neos, and route them into your lead intake flow. Create and update intake records when contact submissions, email provided, or phone providedβso you can standardize details, create intake records, and set initial status without manual entry.
How this automation creates intake records your team can review
When new contact submissions come in from ClickFunnels Classic, intake work can fall behind and context gets lost. This automation maps fields, normalizes contact details, and creates intake recordsβso your team can review and assign leads faster.
ClickFunnels Classicor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier and data formatting tools to standardize phone and email formats and map normalized values back.
Formatter by Zapieror swap with your favorite app
3.Creates intake record
Integrate Neos and intake workflows to create an intake record, set source, and assign the initial status.
Neosor 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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