1.Detect new funnel contact
Integrate ClickFunnels Classic and lead capture tools to map submission fields to contact email and inquiry note data.
Create webinar inquiry lead and assign follow-up task
Automatically monitor new contact created in specified funnel across ClickFunnels Classic and Pipedrive. Create tracked leads and follow-up tasks when new funnel contacts created, inquiry text appears, or webinar submissions qualifyβso you can protect lead response times and avoid manual triage.
How this automation accelerates lead follow-up
When new contact created in specified funnel, delayed action can cause webinar inquiries to go cold. This automation creates or finds people and records leads and tasksβso your team can respond quickly.
ClickFunnels Classicor swap with your favorite app
2.Filter for inquiry text
Integrate Filter by Zapier and validation rules to continue only when inquiry text exists and reduce noisy submissions.
Filter by Zapieror swap with your favorite app
3.Find person by email
Integrate Pipedrive and CRM matching tools to search by email and set ownership when a person is found.
Pipedriveor swap with your favorite app
4.Create lead record
Integrate Pipedrive and CRM pipeline tools to create a lead, associate the person, and set owner and stage.
5.Create follow-up task
Integrate Pipedrive and task management tools to create a lead linked activity and assign for same-day follow-up.
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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