1.Detect contact identified from opt-in form
Integrate ClickFunnels, opt-in form fields, and campaign metadata to capture submission data when contact is identified.
Create or update CRM leads from opt-in funnel
Automatically capture opt-in submissions across ClickFunnels forms and analytics. Create or update CRM leads when contacts submit, so you can upsert lead records and store UTM data without manual lead entry.
How this automation upserts CRM leads from opt-ins
When opt-in submissions arrive, leads can get missed or duplicated if someone manually enters data. This automation captures opt-in fields, finds or creates CRM records, and updates source metadataβso your team can respond faster with cleaner lead data.
ClickFunnelsor swap with your favorite app
2.Find lead by email
Integrate Close, crm lead matching, and contact fields to find an existing lead by submission email.
Closeor swap with your favorite app
3.Branch based on lead match
Integrate Filter by Zapier and decision rules to continue on the existing lead path or no match path.
Filter by Zapieror swap with your favorite app
4.Update lead with source and contacts
Integrate Close, lead source mapping, and crm fields to update lead source, contact details, and notes when found.
5.Create new lead from opt-in
Integrate Close, crm lead creation, and lead status defaults to create a new lead and capture UTM and contact data.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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