ClickFunnels + Sierra Interactive

Update leads in Sierra Interactive when new contacts are identified in ClickFunnels

Improve your lead management process with this streamlined solution. When a contact is identified in ClickFunnels, this workflow immediately updates the lead in Sierra Interactive. This allows you to maintain accurate and timely records, ensuring you always have the latest customer data at your fingertips. Boost your productivity, save time, and enhance customer relations with this seamless contact update process.

When this happens...
Contact Identified
Triggers when a new Contact is identified by email address or phone number.
TriggerInstant
automatically do this!
Update Lead
Update an existing lead in your Sierra account.
ActionWrite

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Supported triggers and actions

Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
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- CourseRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- PipelineRequired
- StageRequired
- Email AddressRequired
- Opportunity NameRequired
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- TagRequired
Action
Write

- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Search
- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
Trigger
Instant
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- SiteRequired
- AgentRequired
Trigger
Instant
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- SiteRequired
- AgentRequired
Trigger
Instant
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- SitesRequired
- AgentRequired
Trigger
Instant
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- Fully Automated Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- Lead First NameRequired
- Lead Last NameRequired
- PasswordRequired
- Lead Type
- Lead Status
- EmailRequired
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or PhoneRequired
Action
Write
- Fully Automated Action PlanRequired
- Update Action Plan StatusRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- Lead Id or Email or PhoneRequired
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write

- CourseRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- CourseRequired
Trigger
Instant
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Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
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- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- CourseRequired
Action
Write
- Search Type
- Search Value
Action
Search
- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Search or write
- SiteRequired
- AgentRequired
Trigger
Instant
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- SiteRequired
- AgentRequired
Trigger
Instant
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- AgentRequired
- New TagRequired
- SitesRequired
Trigger
Instant
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- MessageRequired
- Lead Id or Email or PhoneRequired
Action
Write
- Traditional Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- TypeRequired
- DescriptionRequired
- Due DateRequired
- Lead ID or Email or PhoneRequired
Action
Write
- Lead Id or Email or Phone NumberRequired
Action
Write
- Traditional Action PlanRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write