1.Detect new contact activity
Integrate ClickFunnels Classic and form submission tracking to detect landing-page opt-in contact activity and start the automation.
Create qualified CRM lead from landing page opt-ins
Automatically monitor landing-page opt-in contact activity across ClickFunnels Classic and Close. Create qualified CRM leads and alert sales in Slack when opt-in submitted, contact activity logged, or landing form submittedβso you can find matches, create records, and notify reps without manual lead triage.
How this automation creates qualified CRM leads
When landing-page opt-in contact activity happens, leads can stall before sales gets context. This automation finds duplicates, creates a Close lead, and notifies sales in Slackβso your team can respond to new intent quickly.
ClickFunnels Classicor swap with your favorite app
2.Find lead by email
Integrate Close and CRM lookup tools to find an existing lead by email and return match status.
Closeor swap with your favorite app
3.Continue only on no match
Integrate Filter by Zapier and duplicate prevention logic to continue only when no email match is found.
Filter by Zapieror swap with your favorite app
4.Create qualified lead
Integrate Close and CRM mapping tools to create the lead with name, email, phone, lead source, stage, and offer value.
5.Send lead notification message
Integrate Slack and message formatting to send the lead name, contact details, and lead URL for quick review.
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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