This article will discuss how to add a 3rd Party Integration step to your Workflows. Doing so will allow you to perform actions supported through 3rd party applications. Each integration will have its own set of supported actions. We will discuss specific integrations in other articles.
Prior to getting started, you will need to have the following:
- An active ClickFunnels 2.0 account
- A Workflow
- An active account with a supported 3rd party application
Step by Step Walk Through:
- Open the Workflow Builder for the Workflow to which you wish to add a 3rd Party Integration step.
- Click on the plus icon in the spot where you wish to add the step.
- Scroll down to the Other section and click on 3rd Party Integration.
- Find the 3rd party application or integration you wish to use and click on it.
- Select which 3rd party account you wish to use or add a new one.
Note: See our article for step-by-step instructions
- Click on the Next button.
- Follow the prompts to configure the integration for your needs.
- When ready, click on the Next button.
- Click on the Save button to finish the process.
- Congratulations! You now know how to add a 3rd Party Integration step to your Workflow!
If you have any questions about this, please contact our Support Team by clicking on the Support Widget at the bottom right-hand corner of this page and start a conversation with our Team or click the Help button at the bottom left of the ClickFunnels Page to access the Product Documentation and more.
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