ClickFunnels + Compass

Create new Compass leads from new ClickFunnels form submissions

Streamline your lead management process with this workflow that kicks into action the moment a contact form is submitted in ClickFunnels. It immediately creates a new lead in Compass, ensuring every potential customer is swiftly followed up on. This streamlined process not only eliminates the need for manual data transfer but also helps your team respond promptly and effectively to every inquiry.

Streamline your lead management process with this workflow that kicks into action the moment a contact form is submitted in ClickFunnels. It immediately creates a new lead in Compass, ensuring every potential customer is swiftly followed up on. This streamlined process not only eliminates the need for manual data transfer but also helps your team respond promptly and effectively to every inquiry.

  1. When this happens...
    ClickFunnelsClickFunnels
    Contact Submitted Form

    Triggers each time a contact submits a form. This can be a simple opt-in form or an order form.

    TriggerInstant
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

    • CourseRequired

    Trigger
    Instant
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    • Funnel

    • Page

    Trigger
    Instant
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    • CourseRequired

    Trigger
    Instant
    Try It
  • ClickFunnels triggers, actions, and search

    Opportunity Moved Stages

    Triggers when an Opportunity moves from one stage to another.

    Trigger
    Instant
    Try It
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About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.
Learn more

Related categories

  • Website & App Building
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About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier