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Integrations : How to Integrate ClickFunnels Classic into a Workflow

Created by Faye BSG, Modified on Fri, 06 Oct 2023 at 06:37 AM by Faye BSG

In this article, we will discuss how to integrate with ClickFunnels Classic using a Workflow. Doing so allows you to perform various actions relating to contacts in your ClickFunnels Classic account, such as adding or removing a contact from a list. Different actions may require different settings to be configured.

Prior to getting started, you will need to have the following:

  • An active ClickFunnels 2.0 account
  • A Workflow
  • An active ClickFunnels Classic account

Step by Step Walk Through:

  1. Open the Workflow Builder for the Workflow to which you wish to add a ClickFunnels Classic Integration step.

  2. Click on the plus icon in the spot where you wish to add the step.
    2._Add_New_Step.png
  3. Scroll down to the Other section and click on 3rd Party Integration.
    3._3rd_Party_Integration_Step.png
  4. Find the ClickFunnels Classic integration and click on it.
    4._ClickFunnels_Classic_Integration.png
  5. Select which ClickFunnels Classic account you wish to use or add a new one.
    5._ClickFunnels_Classic_Account.pngNote: See our article for step-by-step instructions

  6. Click on the Next button.
    6._ClickFunnels_Classic_Account_Next.png
  7. Select an Action, then follow the prompts to configure the action for your needs.
    7._Configure_ClickFunnels_Classic_Action.png
  8. When ready, click the Next button at the bottom of the modal window.
    8._Configure_ClickFunnels_Classic_Action_Next.png
  9. Click on the Save button to finish the process and add the step.
    9._Confirm_And_Activate_Save.png
  10. Congratulations! You now know how to add a ClickFunnels Classic 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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