1.Captures checkout form submission
Integrate ClickFunnels and lead-capture fields to map submission data into lead name, email, and phone for lead onboarding.
When contact submitted form events come in, recovery outreach can stall and nurture opportunities get missed. This automation captures checkout submissions, creates or updates leads, logs checkout activity, and enrolls eligible contacts in the recovery sequence—so you can recover intent faster.
Integrate ClickFunnels and lead-capture fields to map submission data into lead name, email, and phone for lead onboarding.
Integrate Close and CRM matching to search by email, create a new lead when needed, and set the recovery lead stage.
Integrate Close and activity logging to log a checkout intent activity on the lead with key submission fields.
Integrate Delay by Zapier to wait five minutes so any immediate confirmations land before enrollment starts.
Integrate Close and sequence subscription checks to skip existing subscribers and enroll eligible contacts in the recovery sequence.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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