1.Pull successful purchase details
Integrate ClickFunnels Classic and analytics tools to map purchaser contact and purchase fields for downstream actions.
Create or update CRM lead from purchase records
Automatically monitor new successful purchases across ClickFunnels Classic, Formatter by Zapier, Google Sheets, Klaviyo, and Close. Create and update when purchase data landsβso you can format contact fields, log purchase rows, and create lead and opportunity records without manual data entry.
How this automation accelerates pipeline creation from purchases
When a new successful purchase happens, buyer context can get lost and pipeline work stays behind. This automation pulls purchase details, formats values, logs the transaction, subscribes the buyer, and creates or updates a lead and opportunityβso your team can follow up with confidence.
ClickFunnels Classicor swap with your favorite app
2.Format phone and compute value
Integrate Formatter by Zapier and data formatting tools to normalize phone and convert amount cents into dollars.
Formatter by Zapieror swap with your favorite app
3.Create purchase row in worksheet
Integrate Google Sheets and reporting systems to write timestamp, name, email, products, and formatted amount to a row.
Google Sheetsor swap with your favorite app
4.Find or create subscriber on list
Integrate Klaviyo and marketing lists to match the buyer by email and subscribe them to the configured list.
Klaviyoor swap with your favorite app
5.Create or update lead and opportunity
Integrate Close and CRM opportunity tracking to find a lead by email and create or update the opportunity value.
Closeor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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