1.Monitor new demo signup contact
Integrate ClickFunnels Classic, funnel forms, and submission mapping to detect new contact from the configured funnel step.
Create CRM lead and log demo optin activity
Automatically monitor demo signup contacts across ClickFunnels Classic and Close. Log demo opt-ins, create or update CRM leads, and attach activity details when demo signup submitted, funnel step completed, or contact createdβso you can reduce manual follow-up.
How this automation logs demo opt-ins in your CRM
When demo signup contacts happen, leads and opt-in context can get scattered and stale. This automation finds or creates CRM leads and updates contact details and creates custom activityβso your team can follow up with accurate intent.
ClickFunnels Classicor swap with your favorite app
2.Finds or creates lead by email
Integrate Close, CRM lead records, and email matching to find a lead by email or create a new lead.
Closeor swap with your favorite app
3.Waits for submission data
Integrate Delay by Zapier, timing controls, and data buffering to wait 2 minutes for submission fields to finalize.
Delay by Zapieror swap with your favorite app
4.Updates contact details on lead
Integrate Close, CRM contact fields, and mapping rules to update full name, email, and phone on the lead.
5.Creates custom demo activity
Integrate Close, activity tracking, and lead association to create a demo activity and link it to the lead.
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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