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:
- Open the Workflow Builder for the Workflow to which you wish to add a ClickFunnels Classic 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 ClickFunnels Classic integration and click on it.
- Select which ClickFunnels Classic account you wish to use or add a new one.
Note: See our article for step-by-step instructions
- Click on the Next button.
- Select an Action, then follow the prompts to configure the action for your needs.
- When ready, click the Next button at the bottom of the modal window.
- Click on the Save button to finish the process and add the step.
- 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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