1.Monitor new contact created
Integrate ClickFunnels Classic and lead capture forms to detect new contact created from the funnel opt-in and surface submission fields.
Create lead and notify sales from opt-in form
Automatically monitor new contact created from the funnel opt-in across ClickFunnels Classic, Gmail, Close, and Slack. Create and update when opt-in submitted, email captured, or contact addedβso you can send confirmation, create leads in Close, and alert sales without manual follow-up.
How this automation accelerates lead follow-up
When new contact created from the funnel opt-in goes unprocessed, leads get missed and sales follow-up slows down. This automation sends a download confirmation email, creates or updates the lead in Close, and alerts salesβso your team can respond at peak intent.
ClickFunnels Classicor swap with your favorite app
2.Send download confirmation email
Integrate Gmail and email personalization tools to send download confirmation email and to include the configured download link.
Gmailor swap with your favorite app
3.Find or create lead in Close
Integrate Close and CRM data mapping tools to find or create lead, set lead status, and log source context in lead notes.
Closeor swap with your favorite app
4.Find or update contact
Integrate Close and CRM record tools to find or update contact details and link the contact to the lead record.
5.Post warm lead alert
Integrate Slack and sales notifications to post a warm-lead message with lead details and a link to the lead record.
Slackor 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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