1.Detect new funnel contact
Integrate ClickFunnels Classic to capture new contact signals from a funnel step into your lead flow.
Add funnel contacts to lead database for follow-up
Automatically capture new funnel contacts across ClickFunnels Classic and LeadConnector. Create and update when emails qualify, tags and clinic fields populate, and owners assignβso you can fast-track intake, keep routing accurate, and reduce manual follow-up.
How this automation speeds up lead intake
When a new funnel contact is created on a funnel step, leads can sit unqualified or unassigned. This automation captures signup details, finds or creates contacts, then updates fields, tags records, and assigns ownersβso your team can follow up faster.
ClickFunnels Classicor swap with your favorite app
2.Find or create contact
Integrate LeadConnector and CRM lead databases to find by email or create a new record for qualifying signups.
LeadConnectoror swap with your favorite app
3.Update contact fields
Integrate LeadConnector and data mapping tools to map funnel fields to clinic custom fields and set lead status to true.
4.Tag and assign owner
Integrate LeadConnector and routing rules to add funnel and location tags, then assign the configured owner for intake follow-up.
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Accelerate lead response with automated assignment rules, owner alerts, 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
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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