1.Catches hook payloads
Integrate Webhooks by Zapier, webhook payload mapping, and CRM data mapping to capture incoming lead fields for processing.
Create discovery deal and add contact from webhook
Automatically catch lead payloads across Webhooks by Zapier and ClickFunnels Classic, then find matching contacts. Create and update discovery deals when submissions and emails arriveβso you can add contacts, assign stages, and apply tags without manual data entry.
How this automation creates discovery deals from leads
When a lead payload lands but contact records stay unbuilt, deals stall and follow-up timing slips. This automation finds or creates contacts and sets discovery deals and funnel tagsβso your team can prioritize triage-ready leads quickly.
Webhooks by Zapieror swap with your favorite app
2.Finds contact by email
Integrate ClickFunnels Classic, submission mapping, and email lookup to find matching contacts using webhook email or submission id.
ClickFunnels Classicor swap with your favorite app
3.Creates or updates contact
Integrate ActiveCampaign, list membership, and tag setup to create or update contact records and apply baseline lead tags.
ActiveCampaignor swap with your favorite app
4.Creates discovery deal
Integrate ActiveCampaign, pipeline settings, and stage mapping to create a discovery call deal tied to the contact.
5.Delays for follow-up tagging
Integrate Delay by Zapier, timing rules, and duplicate prevention to pause before applying follow-up tags.
Delay by Zapieror swap with your favorite app
6.Adds tag to email
Integrate ClickFunnels, tag mapping, and email routing to add the configured tag after the delay reflects lead status.
ClickFunnelsor 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
Connect your tools
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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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