How To Integrate Zapier With ClickFunnels (Beta)

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YouTube Transcript: English (auto-generated)

00:03
this is Mark with clickfunnels and in
00:06
this video I’m going to show you how you
00:07
can integrate with zapier please take
00:10
note that the zapier integration is in
00:13
beta for now and and so there may be
00:16
some updates coming so we’ll update the
00:18
documentation once it is out of beta
00:21
so I hear in my zapier account what I’m
00:24
gonna do is I’m going to give my zap a
00:26
name I’m just gonna call this click
00:28
funnels to zapier so right now this
00:33
works by sending either contacts or
00:36
purchases from click funnels to zapier
00:40
and and then obviously from there you
00:43
can set it up to go to any other account
00:46
with which you have integrated with
00:48
MailChimp or you can add customers to
00:51
Shopify it doesn’t add any orders but it
00:54
does add customers you can add your
00:55
orders to a Google spreadsheet different
00:57
things like that so what I’m gonna do is
01:00
I’m gonna choose my first app and I’m
01:03
going to choose click funnels and so now
01:07
you can see I can trigger it on a
01:09
purchase or on a new contact so I’m
01:12
gonna select new contact now after I do
01:14
this I’m gonna have to authorize my
01:16
click models account so i’m gonna click
01:18
connect a new account and then i’m gonna
01:20
get this window that’ll pop up and ask
01:22
me since i’ve already authorized it
01:24
previously i don’t need to do it again
01:26
and then i can actually rename this here
01:28
so i’m just gonna call this marks click
01:31
funnels account and but as you as you
01:36
saw previously there’s a little window
01:37
and then there’s just gonna ask you
01:38
whether or not you authorizing you click
01:40
yes and you are good to go you can click
01:43
test if you need to you don’t have to
01:44
click Save and continue and then you’re
01:47
gonna add in a funnel and your funnel
01:51
steps you could watch for all funnels or
01:55
all funnel steps but that’s gonna pull
01:58
in every single contact that comes in
02:00
from all your funnels if you select this
02:02
so what I’m going to do is actually I’m
02:07
gonna go to my funnel here and up in the
02:10
address bar you can’t see on my video
02:11
but up in the address bar
02:13
you’re gonna see a URL so I’m gonna copy
02:17
that entire URL and show you that so if
02:20
I if I click on this and then it’s gonna
02:24
call all my funnels I’m gonna scroll
02:26
down here click use custom value and
02:30
then it’s gonna ask me for that value so
02:34
let me go ahead and edit this here and
02:36
I’m gonna paste in that entire URL but I
02:38
don’t want the entire URL i’m just doing
02:40
that so I can show you which part you
02:41
need so this is the entire URL when I’m
02:43
on this page I’m only gonna need this
02:47
number right here this is my funnel ID
02:48
so everything else I’m gonna go ahead
02:50
and delete I’m gonna delete everything
02:52
after it and everything before it so
02:55
just the funnel ID and then I can
02:58
actually choose a funnel step and it’s
03:02
gonna pull in all the funnel steps and
03:08
then I can select my opt-in page and
03:14
then I’m going to click continue
03:15
now it’s good to make sure that you have
03:17
a contact already so if you if you’re
03:19
building a brand new funnel I would
03:21
recommend running a test of your opt-in
03:23
page or if it’s an order page run a test
03:25
so that way you can have contact data
03:30
it’s gonna fetch that information and
03:36
then you can view the contact data but
03:38
you don’t have to you can actually just
03:41
kind of go through here and choose where
03:43
you want that to go I’m gonna select
03:44
Google sheets I’m gonna create a
03:46
spreadsheet row and then I’m going to I
03:52
have already have my Google sheets
03:54
account connected I’m gonna click Save
03:55
and continue and then I’m gonna find my
03:58
Google spreadsheet and it’s this zapier
04:01
webhooks test that’s the one I’m gonna
04:03
be using and then I’m gonna need to
04:04
choose my worksheet and now this could
04:08
vary depending on the app that you’re
04:10
integrating with but it’s if the
04:13
principles are pretty much the same no
04:16
matter which app you’re using so I’m
04:19
gonna come in here and I’m going to
04:20
select the the field these fields here
04:22
are are the fields that
04:27
show up in in my clickfunnels account
04:33
that from the opt-ins that I have so I
04:35
can actually I get searched by there’s a
04:39
search bar right here so I can search
04:42
for first name and it’s gonna pull this
04:45
up and then I can see what it looks like
04:49
I don’t have a first name for this
04:51
contact so actually what I want to do is
04:52
I want to go back and actually need to
04:56
go back to my clickfunnels account and
04:59
see if I can get another contact so
05:03
let’s see if this will find a contact
05:05
that has a name so it’s going to view
05:08
this data here so now looks like that
05:12
doesn’t have a name so actually what I’m
05:14
gonna do is I’m going to go ahead and
05:17
opt-in to this page so that way my
05:19
information is the most recent so
05:23
there’s just a test page the name email
05:27
phone number I have a custom field which
05:32
gets pulled through to zapier as well
05:33
another custom field and then I have
05:38
survey data which also goes into zapier
05:41
and that’s going to submit that that’s
05:44
done I can close that out so let’s go
05:47
ahead and go back to zapier and I’m
05:49
gonna go ahead and get another contact
05:52
so let’s fix that and there we go that’s
05:56
the contact I just submitted so I’m
05:59
going to continue and then I can go back
06:02
to this step here so now that I have
06:05
that I can go ahead and find my first
06:10
name it’s right here and I don’t find
06:14
the phone number the cool thing about
06:17
zap years so I can pull in these fields
06:19
but then I can also type if I want to I
06:21
want to say the phone number is and then
06:26
this will be dynamic and this text is
06:28
static so that’s what’s gonna show up in
06:30
my spreadsheet I can pull in my funnel
06:33
ID if I want that I have an address on
06:39
there I can pull in the contact
06:44
let’s see there’s this profile ID that’s
06:49
what I wanted I don’t have a product but
06:53
you know I’m just gonna use this product
06:54
field as my custom field here I had the
06:58
company name so there’s the custom field
07:00
that I had on the page and for product
07:03
name I mean use the other custom field
07:05
which was website and then gonna get the
07:11
email address just pull that in here and
07:17
then I get the last name I’ll scroll
07:21
down a little bit you’ll notice that it
07:23
pulls in there’s a last name and a
07:25
contact profile last name I recommend
07:27
using the last name and not the contact
07:29
profile data this is just extra data
07:31
that’s in clickfunnels
07:33
so there we go and then I’m going to
07:35
continue and I might go ahead create and
07:42
continue it’s going to create a new
07:43
spreadsheet row so I can go ahead and go
07:47
into zapier and you’ll see that it
07:50
created this row here see how this text
07:53
is the phone is and that’s exactly what
07:55
I typed in and then the number and
07:59
pretty much all of the data that I
08:01
entered is here the website that the
08:04
company name those custom fields and so
08:07
if I ran another test actually I have to
08:10
set this live first set this live always
08:14
make sure you set it live otherwise it
08:16
doesn’t work
08:16
and once this is done there we go
08:25
I can test this out again it can take up
08:27
to 5 or 15 minutes depending on your
08:29
account with zapier so this may not show
08:32
up right away but I’m just going to go
08:34
ahead and fill this out when do that
08:38
your test
08:51
that’s submitting I’ll go ahead and
08:56
check that spreadsheet but I don’t think
08:59
that it’s going to go through rot right
09:02
away just because it does take a few
09:05
minutes to update and you can always go
09:08
into your zapier history and that is
09:14
gonna be under your account settings for
09:15
the task history and you can see all of
09:18
the tasks that have run you can select
09:23
auto replay in case of tasks fails
09:25
requires a premium account but that’s uh
09:28
that’s pretty much yet let me see
09:31
there’s that one and then that you can
09:35
see all the data they get sent and
09:37
that’s about it let us know if you have
09:40
any questions

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