ClickFunnels Classic + Samdock

Create new Samdock deals from new contact activities in ClickFunnels

With this workflow, once a new customer engagement is recorded in ClickFunnels, a deal creation process is initiated in Samdock. This automation facilitates prompt response to new customer interactions, consistently ensuring potential opportunities are captured in your Samdock platform. A streamlined way to track and manage customer activity for a better customer relationship management experience.

When this happens...
New Contact Activity
Triggers when Contact activity record is created.
TriggerInstant
automatically do this!
Create Deal
This action creates a 'Deal' in Samdock.
ActionWrite

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Supported triggers and actions

- Funnel
- Funnel Step
Trigger
Instant
Try It
- Funnel
- Funnel Step
Trigger
Instant
Try It
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write

- EmailRequired
Action
Search
Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
Try It

New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Request
Triggers when a new request is created.
Trigger
Polling
Try It
- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- NameRequired
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last NameRequired
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization NameRequired
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
- NameRequired
- Description
- Priority
- Start Date
- Due Date
Action
Write

- Funnel
- Funnel Step
Trigger
Instant
Try It
- ListRequired
- EmailRequired
Action
Write
- FunnelRequired
- Funnel StepRequired
- PageRequired
- EmailRequired
Action
Write
- ListRequired
- EmailRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- EmailRequired
Action
Search or write
- Lead/Deal SelectionRequired
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First NameRequired
- Last NameRequired
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _idRequired
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write