--- title: "'3rd Party Integration' Step - Sync Data with External Apps" slug: "3rd-party-integration-step-sync-data-with-external-apps" description: "Learn to set up the \"3rd Party Integration\" in ClickFunnels to automate contact data transfer to CRMs and other external applications seamlessly." updated: 2025-07-22T18:36:56Z published: 2025-07-22T18:36:56Z canonical: "support.myclickfunnels.com/3rd-party-integration-step-sync-data-with-external-apps" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt > Use this file to discover all available pages before exploring further. # '3rd Party Integration' Step - Sync Data with External Apps The **“3rd Party Integration”** step in the ClickFunnels workflow allows you to send contact data from ClickFunnels to external applications. This step is particularly useful when you need to pass contact information to CRMs, email marketing platforms, webinar software, and other external tools for further processing and automation. In this article, we’ll explore how to set up the “3rd Party Integration” step and manage it effectively. ![3rd Party Integration Step](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/7frmhu-k4dneoh2v0j3dfblnl9j4laqwkw.png) --- ## Requirements - An active ClickFunnels account - Access to the external apps you want to connect - A [workflow](/v1/docs/how-to-create-a-workflow) created in your workspace --- ## Adding the “3rd Party Integration” Step to Your Workflow 1. Navigate to the **Automations** app and select **Workflows**. 2. Open an existing workflow or create a new one. 3. Click on the **Plus Icon (+)** in your workflow editor. 4. Select the **3rd Party Integration** step under the **Other** category. ![Add 3rd Party Integration Step](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/dllk1j96wnexsdt5rt9c5ryecij3bkf9qw.png) --- ## Configuring the “3rd Party Integration” Step Once you’ve added the “3rd Party Integration” step, follow these steps to configure it: 1. **Choose the External Application:** - The screen will display a list of apps that are available for integration. If you have already connected an app account through the **Workspace Settings » Integrations** tab, you will see the app marked as **“Connected”** with a green indicator. ![Connected Status](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/t0zruhh2znsth5lfemmwnnz2sbg0zqxbpq.png) - If no account is connected, you can click on the app to set up a new integration directly from the workflow editor. You don’t need to go to the Workspace Settings to connect an app for the first time. 2. **Choose the Integration Action:** - After clicking on the app, if you have multiple accounts connected to the app, the system will display a **dropdown menu** listing all the accounts. Select the account you want to use. ![Connected Status](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/4pmr2ng4fl4uk1asfq7hpe300nubaaljrq.png) - If you need to add a new account, click Add an account from the dropdown menu. This option lets you connect a new account without leaving the workflow setup. Again, this process can also be completed in the Workspace Settings » Integrations tab if preferred. 3. **Map Contact Data to the App:** - Once the correct app account is selected, click **Setup and enable** to start mapping the data. - Select the action you wish to perform within the app, such as **Add Tag**, **Add to List**, or **Add to Campaign**. The options will vary depending on the external app being used. ![Select integration action](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/cyw5cik9stlawgnukfloqkfduhssmx2rqq.png) - After selecting the desired action, you’ll need to map the fields from ClickFunnels to the external app. When you click on a field, a dropdown will appear, displaying available contact information from ClickFunnels (e.g., **First Name**, **Email**, **Last Name**). Choose the correct data to map for each required field. ![map the fields with CF data](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/vxkyf_yv3oyzofx7nmzvlaose376gtz7og.png) > [!NOTE] > Note: > > Custom attributes (also known as custom fields) for contacts cannot be synced directly through the workflow’s 3rd party integration step. To sync custom attribute data, consider using alternative methods such as [Zapier](/v1/docs/how-to-integrate-zapier-with-clickfunnels) or [Webhook](/v1/docs/how-to-create-and-manage-webhooks-in-clickfunnels) integrations for a seamless transfer. - Every required field must be filled out before you can proceed. Once you’ve mapped all necessary fields, click **Next** to finalize the step. 4. **Save and Exit:** - Once the step is configured, click **Save** to save your settings and return to the workflow editor. Your workflow will now be able to send data or perform actions with the selected app according to your workflow logic. ## Related - [Integrating Third-Party Apps with ClickFunnels](/integrating-third-party-apps-with-clickfunnels.md) - [Integrating Zapier with ClickFunnels](/integrating-zapier-with-clickfunnels.md) - [Creating Webhooks in ClickFunnels](/creating-webhooks-in-clickfunnels.md) - [Integrating Zapier Using Webhooks](/integrating-zapier-using-webhooks.md) - [How to Create a Workflow](/how-to-create-a-workflow.md) - [Managing Workflows](/managing-workflows.md)