1.Detect new optin contacts
Integrate ClickFunnels Classic and marketing forms to capture opt-in events and trigger downstream lead routing.
Create leads and notify sales from funnel opt‑ins
Automatically monitor opt-ins across ClickFunnels Classic and Gmail, and update leads in Close. Create and update when optins submitted, new contacts created, or optin timestamps recorded — so you can create lead records, send welcome emails, and alert sales without manual follow-up.
How this automation accelerates your lead follow-up
When opt-ins land but sales does not see them quickly, leads can stall and pipeline slows. This automation monitors opt-in contacts in ClickFunnels Classic and creates or updates Close leads while sending Gmail emails and Slack alerts—so you can route at the peak of intent.
ClickFunnels Classicor swap with your favorite app
2.Sends welcome email to contact
Integrate Gmail and email templates to send a welcome message and include the configured download link.
Gmailor swap with your favorite app
3.Finds or creates CRM lead
Integrate Close and CRM lead matching to locate by email and create a new lead when no match exists.
Closeor swap with your favorite app
4.Updates lead stage and notes
Integrate Close and CRM stages to set status and add a promotion source note with the opt-in timestamp.
5.Posts warm-leads channel alert
Integrate Slack and sales notifications to post a concise lead summary with a link to the new CRM record.
Slackor swap with your favorite app
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