How to Integrate Zapier with ClickFunnels

Zapier integration with ClickFunnels provides users with the ability to automate workflows by connecting ClickFunnels with various other applications. This integration supports both sending data from ClickFunnels to other applications and receiving data into ClickFunnels. This guide will cover the steps to set up this integration using Zapier’s direct API support, without requiring any changes within the ClickFunnels account.

To integrate Zapier using native integration, you only need to log in to your Zapier account and start the process. You will need to authorize the ClickFunnels workspace during the integration process. No additional setup is required within your ClickFunnels account.

Requirements

• An active ClickFunnels account.
• A Zapier account.

What is Zapier?

Zapier is a popular automation tool that allows you to connect different apps such as ClickFunnels, Gmail, Slack, Shopify and more. You can use it to automate repetitive tasks without coding or relying on developers to build the integration. ClickFunnels integrates seamlessly with Zapier, enabling you to send and receive data between the two platforms.

With the ClickFunnels Zapier integration, you can:

• Trigger actions in Zapier based on events in ClickFunnels
• Send data from Zapier to ClickFunnels to create or update records

When to Use Zapier with ClickFunnels?

You should use Zapier when you want to:

• Automate repetitive tasks between different applications.
• Create workflows that involve multiple steps and applications.
• Connect applications that do not have direct integrations with ClickFunnels.
• Make use of triggers and actions that are not available with native ClickFunnels Workflows
• Avoid custom API integration and save time.

Creating a Zap in the Zapier Account

1. Log in to your Zapier account.
2. In your Zapier account, hover over the left sidebar menu and click +Create » Zaps.

3. The Zap editor will open, allowing you to add the Trigger and Actions.

   

Sending Data from ClickFunnels

To send data from ClickFunnels, follow these detailed steps:

1. In the Zap editor, search for and select “ClickFunnels” as the trigger app.

   

2. Click on the dropdown menu under “Event” and select the trigger event that will start the Zap. You can select only one event. Available trigger events include:

   • Contact Completed Course: Triggers when a new or existing contact completes a course.
   • Contact Identified: Triggers when a new contact or an existing anonymous contact is identified by email address or phone number.
   • Contact Suspended From Course: Triggers when a contact’s enrollment is suspended  from a course.
   • Course Enrollment Created for Contact: Triggers when a contact is enrolled in a course.
   • One-Time Order Paid: Triggers when a customer pays a one-time order.
   • Subscription Invoice Paid: Triggers when a subscription invoice is paid.

3. You will be prompted to connect your ClickFunnels account. Click on Sign in and follow the instructions to link your ClickFunnels account to Zapier. If you have previously connected your ClickFunnels workspace, simply select it from the list and proceed.

4. Configure the trigger settings based on the selected event:

   • For course-related events (such as Contact Completed Course, Contact Suspended From Course, and Course Enrollment Created for Contact), you will need to select the specific course in the Trigger tab.

     

   • For other events, such as Contact Identified or One-Time Order Paid, you can select the specific Funnels and Pages where the trigger event will occur. You can choose multiple funnels and pages, or leave them blank to trigger the zap for the selected event across the entire workspace.

     

5. Zapier will prompt you to test the trigger to ensure it is set up correctly. Click on “Test trigger” to proceed.

6. Review the contacts pulled from ClickFunnels. Select a contact and click “Continue with selected record” to complete the step.

   

Receiving Data in ClickFunnels

To receive data into ClickFunnels, follow these detailed steps:

1. Access to the Zap Editor.
2. Choose the app that will send data to ClickFunnels (ex: Shopify, Wix, Webhooks by Zapier etc). The app needs to be selected as the trigger step in your Zap.

3. In the action step, search for and select “ClickFunnels”.

   

4. Click on the dropdown menu under Event and select the action event. Available action events include:

   

   • Apply Tag to Contact: Applies a tag to a contact if the tag does not exist in the contact.
   • Enroll a Contact Into a Course: Creates an enrollment for a contact in a particular course.
   • Remove Tag From Contact: Removes a specific tag from a contact if it exists on the contact.
   • Search Contacts by Email or ID: Searches for contacts using the contact’s ID or email address in the selected workspace. The result returns a boolean (true/false). If the contact is not found either by contact ID or Email address then it will return the “_Zap_search_success_on_miss” value as false.
   • Update or Create Contact (By Email Address): Finds and updates an existing contact or creates one by email address. For existing contacts, it only updates present fields that have non-empty values so you won’t empty existing data. Currently, a contact is always created if missing, Zapier’s checkbox “Create ClickFunnels Contact if it doesn’t exist yet?” is ignored when checked off. If you would like a contact not to be created, you can use an additional “Search Contacts by Email or ID” search step to: Optionally, create a contact if none are found.
5. You will be prompted to connect your ClickFunnels account. Click on Sign in and follow the instructions to link your ClickFunnels account to Zapier. If you have previously connected your ClickFunnels workspace, simply select it from the list and proceed.

6. In the Action tab, fill in the required fields for the action event you selected. The fields you need to complete will vary depending on the chosen action. For example, you may need to provide information such as contact email address, contact ID, tag, or course ID.

7. Zapier will prompt you to test the action to ensure it is set up correctly. Click on Test & Continue to complete the step.

Zapier Integration FAQs

What if the event I need is not available in the ClickFunnels app?

If the event you are looking for is not available, you can use the webhook connection to trigger the Zap.

What if the action I need to send data to ClickFunnels is not available?

If the specific action you require is not supported by the Zapier integration, you can create a custom API integration with ClickFunnels. For detailed guidance on how to implement this, please refer to the ClickFunnels API documentation.

Can I connect multiple Zapier accounts with a ClickFunnels workspace? 

Yes. You can integrate multiple Zapier accounts with a ClickFunnels workspace by authorizing the ClickFunnels workspace in each Zapier account.

Can I connect multiple workspaces from my ClickFunnels account to Zapier? 

Yes. When connecting ClickFunnels with Zapier, you need to select the workspace you want to connect. For multiple workspaces, you need to connect each workspace separately.

Additional Information

• How to Integrate Zapier with ClickFunnels Using Webhooks
• How to Create and Manage Webhooks in ClickFunnels
• ClickFunnels Developer Hub

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