1.Detects new funnel contact
Integrate ClickFunnels Classic and CRM contact tools to detect new funnel registrant submissions for contact creation.
Add funnel registrants to CRM and tag them
Automatically monitor new funnel contact submissions across ClickFunnels Classic and Keap. Create and update CRM contacts when funnel registrants submit, when emails appear, or when submissions qualifyβso you can normalize phone, apply tags, and set opt in without manual data entry.
How this automation creates CRM contacts and tags
When new funnel contact is created, missed or messy CRM entries slow down follow up. This automation formats phone data and qualifies registrants, then creates or updates CRM contacts with tagsβso your team can start nurture immediately.
ClickFunnels Classicor swap with your favorite app
2.Normalizes phone format
Integrate Formatter by Zapier and data formatting tools to format funnel phone numbers to E.164 for the contact record.
Formatter by Zapieror swap with your favorite app
3.Qualifies email and criteria
Integrate Filter by Zapier and validation tools to continue only for qualifying records with an email and basic criteria.
Filter by Zapieror swap with your favorite app
4.Creates or updates tagged contact
Integrate Keap and CRM contact management to create or update contacts, set opt in, and apply the funnel registrant tag.
Keapor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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