1.Detect new contact created
Integrate ClickFunnels Classic and lead form tools to detect new contact created events to start lead capture.
Create new lead and email download to prospect
Automatically monitor new contact created events across ClickFunnels Classic and Close. Create and update when funnel signup submissions landβso you can create CRM leads, send the download email, and alert warm leads without manual lead entry.
How this automation accelerates warm lead follow-up
When new contact created events hit your funnel, delays can slow down lead response and download delivery. This automation creates or finds leads in Close, sends the email in Gmail, and posts warm-lead alerts in Slackβso your team can follow up faster.
ClickFunnels Classicor swap with your favorite app
2.Find or create lead in Close
Integrate Close and CRM fields to find or create the lead, then set stage and tag from submission metadata to centralize lead records.
Closeor swap with your favorite app
3.Send download email
Integrate Gmail and email template tools to send the download email with a mapped link to deliver the promised asset instantly.
Gmailor swap with your favorite app
4.Update lead with submission details
Integrate Close and CRM record tools to update the lead or contact with submission details and a permalink for rep access.
5.Notify warm leads channel
Integrate Slack and team communication tools to send a warm-leads alert with lead details and a permalink for quick triage.
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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