1.Detects new contact created
Integrate ClickFunnels Classic and funnel signup data to detect new contacts for follow-up processing.
Add funnel signups to CRM with campaign tag
Automatically monitor new contact created events across ClickFunnels Classic and Keap. Create and update CRM contacts with a configured funnel tagβso you can filter qualifying records, normalize fields, and tag leads without manual data entry.
How this automation tags your funnel contacts
When new funnel contacts arrive unchecked, tag accuracy and follow-through slip. This automation captures ClickFunnels Classic signups, filters and normalizes fields, then creates or updates Keap contacts and applies the funnel tagβso your team can launch campaigns faster.
ClickFunnels Classicor swap with your favorite app
2.Filters qualifying records
Integrate Filter by Zapier and data validation tools to continue only for valid email and non test entries.
Filter by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and contact normalization tools to map source phone and name parts to standard fields.
Formatter by Zapieror swap with your favorite app
4.Creates or updates tagged contact
Integrate Keap and CRM contact tools to create or update by email, set opt in to true, and apply the funnel tag.
Keapor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
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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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