1.Monitors funnel opt-in activity
Integrate ClickFunnels Classic to catch new contact activity from funnel opt-ins and start lead intake automatically.
Create lead rows and notify reps from funnel opt-ins
Automatically monitor new contact activity from ClickFunnels Classic across Google Sheets and Hatch. Create and update outreach-ready leads when funnel opt-ins arrive or consent links are submitted or intake events fireβso you can create lead rows, send intake posts, and notify reps without manual follow-up.
How this automation accelerates your lead follow-up
When funnel opt-in events land, delays can slow down outreach and waste high-intent leads. This automation creates lead rows, posts intake requests and creates messaging contacts while sending rep notificationsβso your team can follow up while intent is fresh.
ClickFunnels Classicor swap with your favorite app
2.Creates lead spreadsheet row
Integrate Google Sheets and reporting systems to map submission fields and record every opt-in to your worksheet.
Google Sheetsor swap with your favorite app
3.Posts JSON to lead intake endpoint
Integrate Webhooks by Zapier and endpoint tools to submit core contact fields and source metadata for intake.
Webhooks by Zapieror swap with your favorite app
4.Creates messaging contact and tags
Integrate Hatch and CRM tools to create a contact record and tag it for product and source based routing.
Hatchor swap with your favorite app
5.Sends internal alert email
Integrate Gmail to send an internal alert with the intake link so reps can follow up immediately.
Gmailor 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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