1.Detects new contact submissions
Integrate ClickFunnels Classic, funnel form tools, and lead capture workflows to detect new opt-in submissions.
Add and tag funnel opt‑ins to CRM contacts
Automatically monitor funnel opt-in submissions across ClickFunnels Classic and Keap. Create and update when opt-in contact created, funnel opt-in submitted, or new ClickFunnels contact added—so you can find or create contacts, set opt-in status, and apply funnel tags without manual CRM updates.
How this automation accelerates lead nurturing follow-up
When funnel opt-in submissions arrive and contacts are not updated right away, nurture efforts stall and segmentation goes wrong. This automation captures ClickFunnels opt-in signals and updates Keap contacts with opt-in flags and campaign tags—so your team can nurture at the peak of intent.
ClickFunnels Classicor swap with your favorite app
2.Finds or creates contact
Integrate Keap, CRM records, and contact matching to find or create the contact by email.
Keapor swap with your favorite app
3.Sets opt-in and custom field
Integrate Keap and CRM fields to set the opt-in flag and store funnel source metadata.
4.Applies tags and nurture list
Integrate Keap and marketing sequences to apply funnel and opt-in tags and add the contact to nurture.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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