1.Detect new successful purchase
Integrate ClickFunnels Classic and funnel capture tools to trigger deal tracking from a new successful purchase event.
Create sales deal and add purchase to tracker
Automatically monitor new successful purchases across ClickFunnels Classic and contact and product formatters in your pipeline stack. Create and update when successful purchase recorded, buyer email captured, or purchase products detected so you can create deals, add tracker rows, and tag contacts without manual data entry.
How this automation protects your deal capture
When new successful purchases happen, manual deal setup can leave reps without buyer context and line-item detail. This automation normalizes buyer fields, iterates products, adds rows to Google Sheets, and creates or updates deals in your CRMβso your team can act on purchases immediately.
ClickFunnels Classicor swap with your favorite app
2.Normalize buyer contact fields
Integrate Formatter by Zapier and contact matching tools to map purchaser email, name, and default region for phone formatting.
Formatter by Zapieror swap with your favorite app
3.Format phone number to E.164
Integrate Formatter by Zapier and phone formatting tools to convert source phone and country hint into E.164 output.
4.Iterate products array
Integrate Looping by Zapier and line-item parsing tools to iterate product items for program name, unit amount, and id.
Looping by Zapieror swap with your favorite app
5.Add one row per product
Integrate Google Sheets and spreadsheet tracking tools to add purchaser and iteration product fields as new worksheet rows.
Google Sheetsor swap with your favorite app
6.Create or update CRM deal
Integrate Webhooks by Zapier and CRM endpoint tools to post purchaser and transaction details to create or update a deal and tag the contact.
Webhooks by Zapieror 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
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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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