1.Monitor opt in contact activity
Integrate ClickFunnels Classic and funnel forms to detect opt in contact activity and trigger lead qualification.
Capture and qualify opt-in, notify sales team promptly
Automatically monitor opt-in contact activity across ClickFunnels Classic and Close. Create and update when opt-in submitted, contact activity logged, or opt-in source taggedβso you can create qualified leads, send checklist emails, and alert sales without manual follow-up.
How this automation accelerates qualified lead follow-up
When opt-in contact activity happens, leads can stall before sales learns who qualifies. This automation finds or creates leads and updates qualification data, sends a checklist email and alerts salesβso your team can act fast.
ClickFunnels Classicor swap with your favorite app
2.Find or create lead record
Integrate Close and CRM data tools to search by email and create or find a lead record for the contact.
Closeor swap with your favorite app
3.Update lead source and labels
Integrate Close and CRM fields to set lead source and qualification label based on funnel metadata.
4.Send checklist email
Integrate Gmail and email templates to deliver the checklist email with a configured download link.
Gmailor swap with your favorite app
5.Post warm lead alert
Integrate Slack and team channels to post a concise warm lead alert with a CRM record link.
Slackor swap with your favorite app
6.Send offline conversion
Integrate Google Ads and attribution tracking to send an offline conversion using the tracking token and timestamp.
Google Adsor swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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Step 1
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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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