--- title: "Adding Automation Workflow to Funnel Steps" slug: "adding-automation-workflow-to-funnel-steps-1" description: "Automate your funnel steps with ClickFunnels to nurture leads, engage contacts, and streamline follow-ups effortlessly. Learn how to set up a funnel automation today!" tags: ["funnel"] updated: 2025-03-21T19:43:48Z published: 2025-03-21T19:43:48Z canonical: "support.myclickfunnels.com/adding-automation-workflow-to-funnel-steps-1" --- > ## 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. # Adding Automation Workflow to Funnel Steps Automating your funnel steps can help you nurture leads, engage contacts, and streamline your follow-up process—without lifting a finger. ClickFunnels makes it easy to trigger **Automation Workflows** (formerly **Follow-Up Funnels**) directly from specific funnel steps, allowing you to deliver personalized emails, apply tags, send internal notifications, and more. In this article, you’ll learn how Funnel Automation works and how to connect Workflows to your funnel steps. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-CYDAL6F9.png) --- ## Requirements - An active ClickFunnels account - A [Funnel](/v1/docs/how-to-create-a-new-funnel) created in your workspace - The [Automations](/v1/docs/adding-apps-to-your-clickfunnels-workspace) app added to your workspace --- ## What is Funnel Automation Funnel automation allows you to automatically perform marketing actions—such as sending email sequences or tagging contacts—based on your users’ behavior in your funnel. It reduces manual tasks and ensures your leads receive timely communication throughout their journey. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-Z8AJ4IWY.png) **Example:** If someone opts in on your lead capture page, you can automatically trigger a workflow that sends a welcome email, applies a tag, and notifies your team—all without needing to do it manually. ClickFunnels uses **Workflows** to power automation inside your funnels. In ClickFunnels Classic, workflows were previously known as **Follow-Up Funnels**. With workflows, you can create a sequence of actions that run when a contact reaches a funnel step. Typical automation tasks include: - Sending a series of emails (email sequences) - Tagging contacts based on their actions - Delivering digital assets - Enrolling in a course - Sending contacts to 3rd-party apps (e.g., Mailchimp, Aweber, Active Campaign, Hubspot, etc.) - Sending internal notifications --- ## Creating an Automation Workflow You must create a workflow before connecting automation to a funnel step. A workflow is a series of steps that automatically run when a contact enters the workflow. You can customize these steps using actions, delays, conditions, and more. 1. From your ClickFunnels dashboard, click on the **Automations** app in the left-hand menu and select **Workflows**. 2. Click **Add Workflow** to create a new workflow. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-AL1MRIVX.png) 3. Give your workflow a clear and descriptive **name**. 4. **Select Run Type:** Here, you’ll choose how often a contact can trigger this workflow. - **Multiple runs per contact (back to back):** This allows a contact to re-enter the workflow if they meet the trigger condition again (e.g., someone abandons their cart multiple times). - **Multiple runs per contact (simultaneous):** This triggers multiple actions within the workflow simultaneously for a single contact upon meeting the trigger condition (e.g., sending an email simultaneously when someone subscribes). - **Only one run per contact:** This ensures a contact only goes through the workflow once, even if they meet the trigger condition multiple times (e.g., a welcome email series). 5. Click the **Create Workflow** button. 6. You’ll then be directed to the **workflow builder** interface, where you can add **triggers and actions** to create your automated sequence. > [!TIP] > **Helpful Resources:** > > 1. [How to Create a Workflow](/v1/docs/how-to-create-a-workflow) > 2. [Workflows "Trigger Another Workflow" Step - Chain Multiple Workflows](/v1/docs/workflows-trigger-another-workflow-step-chain-multiple-workflows) > 3. [Exploring ClickFunnels Workflow Steps](/v1/docs/exploring-clickfunnels-workflow-steps) --- ## Triggering the Automation Workflow from Funnel Steps Once your workflow is ready, you can connect it to your funnel step to run automatically when a visitor reaches that funnel step. 1. From your workspace navigation, click the **Funnels** menu and access the funnel with which you wish to link the workflow. 2. Choose the specific **Funnel Step** (e.g., Opt-In page, Order page) where you want the workflow to be triggered. 3. Next to the funnel step, click the **Lightning Bolt (**⚡**)** icon to add a new or existing workflow. This will open a dialog where you can select the appropriate workflow from the list. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-RG09OBPJ.png) 4. In the open prompt, select one or multiple **Events** triggering the workflow. For instance, if you wish to initiate the workflow when an individual submits an opt-in form or visits the funnel step, you may select `Opt-In` & `Pageview` as the trigger events. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-3SOO046T.png) 5. Next, the workflow editor will open, and the trigger(s) will be automatically added to the workflow. --- ## Triggering Multiple Workflows ClickFunnels significantly simplifies the process of triggering multiple workflows from the same funnel steps for various events. For example, on an order page, you can initiate one workflow for submitting an opt-in form and another workflow for completing the purchase. To add multiple workflows, please follow the steps outlined below: 1. Navigate to the **Funnel Step**, where you want to attach multiple workflows. 2. Click the **Automation** icon. 3. Click **Attach Another Workflow**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-CS0K9R5Y.png) 4. This will open a dialog where you can select the appropriate workflow from the list. 5. In the open prompt, select one or multiple **Events** triggering the workflow. 6. Once selected, another workflow will be added to the funnel step. --- ## Removing a Workflow from the Funnel Step 1. Navigate to the **Funnel Step**, where you want to attach multiple workflows. 2. Click the **Automation** icon. 3. Click the adjacent **Disconnected Plug Icon** to disconnect the workflow from the funnel step. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-ACNIZPNF.png) 4. The selected workflow will be detached from the funnel step. Additionally, the trigger will be removed from the workflow. ## Related - [How to Add and Manage Funnel Steps](/how-to-add-and-manage-funnel-steps.md) - [How to Create a Workflow](/how-to-create-a-workflow.md) - [Triggering a Workflow](/triggering-a-workflow.md) - ['Send Email' Step - Automate Your Email Campaigns](/send-email-step-automate-your-email-campaigns.md) - [Creating a Double Opt-In Sequence in ClickFunnels](/creating-a-double-opt-in-sequence-in-clickfunnels.md) - [Creating an Abandoned Cart Sequence in ClickFunnels](/creating-an-abandoned-cart-sequence-in-clickfunnels.md)