ClickFunnels + Close

Create new contacts in Close when forms are submitted in ClickFunnels

Easily streamline your sales process with this workflow. When a new contact form is submitted in ClickFunnels, this automation will immediately spring into action, creating a new contact in your Close account. Now, you don't have to manually transfer details between the two platforms - optimizing your workflow and ensuring a swift response to potential leads.

Easily streamline your sales process with this workflow. When a new contact form is submitted in ClickFunnels, this automation will immediately spring into action, creating a new contact in your Close account. Now, you don't have to manually transfer details between the two platforms - optimizing your workflow and ensuring a swift response to potential leads.

  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!
    CloseClose
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

    • CourseRequired

    Trigger
    Instant
    Try It
    • Funnel

    • Page

    Trigger
    Instant
    Try It
    • 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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clickfunnels logo

About ClickFunnels

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

Related categories

  • Website & App Building
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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