1.Detects new contact created
Integrate ClickFunnels Classic and funnel opt-in forms to capture new contact details and pass submission fields into your workflow.
Create qualified leads from funnel opt-ins and alert managers
Automatically monitor new contact created in ClickFunnels Classic across ClickFunnels Classic, Close, and Slack. Create and update CRM leads and notify your sales channel when funnel opt-in contact is captured, matching records are missing, or submissions qualifyβso you can deduplicate leads, create records, and respond fast without manual follow-up.
How this automation creates qualified leads in your CRM
When new contact created events come from funnel opt-ins, delays can cause duplicate work and missed opportunities. This automation finds existing records, filters qualifying contacts, creates new leads, and alerts salesβso your team can act quickly.
ClickFunnels Classicor swap with your favorite app
2.Finds matching lead by contact data
Integrate Close and CRM search tools to find existing records by email and phone so duplicates do not slip through.
Closeor swap with your favorite app
3.Continues only when no match exists
Integrate Filter by Zapier to continue only when no matching lead is found, so new opt-ins stay deduplicated.
Filter by Zapieror swap with your favorite app
4.Creates new CRM lead record
Integrate Close to create a new lead and map contact info and funnel source into the lead and contact fields.
5.Sends sales channel message
Integrate Slack and notification tools to post a sales summary with contact details and the new lead link.
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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