How to integrate Zapier with ClickFunnels

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YouTube Transcript: English (auto-generated)

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[Music]
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this is mark in this video I’m going to
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show you how you can connect your
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clinton account to zapier in order to
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connect with almost a thousand other
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applications if we look at the app
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directory from zapier you’ll see that
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you can connect with Gmail Trello
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MailChimp typeform
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all of these different applications so
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they have almost almost a thousand here
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as of the recording of this video that
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you can integrate with so in my click
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Bowl account you’ll notice if I go to
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integrations and I click add new
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integration when I select zapier it
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gives me a list of potential zaps that I
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can create for example send Gmail
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messages when new contacts are added to
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clickfunnels post a new click close
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contact to a slack channel so these are
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pre-made zaps that you can use simply by
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clicking on them for example to add new
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orders to a Google sheet so you can use
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those to automatically create your zaps
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inside zapier now if you don’t want to
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use any of these pre-made zaps what you
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can do is just go into your zap your
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account and click make a zap and then
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for your app you’re going to type in
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click funnels right here in the search
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and then you’re going to select a
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trigger the new contact activity will
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trigger when a new contact is created
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and the new purchase will trigger when a
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purchase is made so I’m going to go
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ahead and select new contact activity
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then save and continue and then you can
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select the clickfunnels account that you
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want to integrate with or connect an
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account which is what I’m going to do
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and since I’m already logged in to my
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clickfunnels account and I’ve already
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authorized it it automatically connected
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it so I’m going to rename this here for
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myself
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now if I hadn’t already connected
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previously I would see a window that
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would request authorization to connect
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to my clique local council you would
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authorize that and then it would show up
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here I’ll click Save and continue and
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then you can set up your options you can
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select which funnel you want to connect
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to and if you have a lot of funnels it
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might take a while for to pull up all
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your funnels if you scroll through your
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list of funnels you may not see all the
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funnels that you want and so one thing
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that you can do is click on use a custom
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value so if you select use a custom
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value you need to provide a custom value
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right here and the funnel ID I can
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actually get from my funnel so if I go
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back to click funnels and let’s go ahead
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and find let’s do my opt in funnel here
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and the funnel idea I can actually get
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out of the URL let me show you really
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quick I’m just going to resize the
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browser so you see the address bar so
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I’m going to click right here this ID
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this number that comes after funnels in
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the URL that’s my funnel ID and so I can
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take that and add it here and then when
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I select all funnel steps it’s going to
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show me all the funnel steps from this
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funnel opt-in and thank you and you’ll
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notice this one eight four six seven six
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zero matches this one nine eight four
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six seven six zero so I’m going to
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select my opt-in step and it’s going to
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watch for new contacts on this opt-in
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funnel step now if I haven’t if I don’t
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have any contacts on that funnel step
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it’s not going to find anything right
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here it looks like I already have one so
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I can view the contact and it’s pulling
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the contact through one thing I can do
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also is I can opt-in on this page so I’m
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going to enter a new email address now
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this is just capturing email and then
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what I can do is request another to get
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that latest contact
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so now there’s the email that I just
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used so that went through and then I’m
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going to go to the next step so I I can
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I can have this go to anywhere I want I
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can add a contact to a cutie to create a
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contact there to Gmail set up a calendar
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appointment whatever it is I want to do
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there’s built-in apps from zapier
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there’s a lot of different things that
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you can do here I can add a Trello card
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for each you contact if I’m using Trello
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so this is helpful to integrate with
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apps that clickfunnels does not already
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integrate with now easiest example here
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is for a Google spreadsheet so type in
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sheets there we go Google sheets and
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then I’m going to say create a
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spreadsheet row save and continue now
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I’m not sure if this is the right
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account so I’m going to connect an
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account you might go ahead and use this
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account I’m going to allow it
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and now this account is connected so I
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can rename this if I want but it’s got
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the email address right there for my
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test account save and continue’ and then
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I need to select the spreadsheet that
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I’m going to use so I already have a
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zapier sheet in that account and I need
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to select the worksheet so you just go
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through and and you select all the
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options that you need and then I can map
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the first name these are all the columns
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that I have in that spreadsheet I have
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an email so I’m going to click this
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little plus sign here and inter feel
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them as the email address right there
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I’m not collecting any other data on
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this spreadsheet and so I don’t need to
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fill out anything else so I’m going to
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click continue and I’m going to click
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create and continue so I pulled up the
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Google Drive account here and here’s my
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spreadsheet so I’m going to go to this
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zapier spreadsheet here and you’ll see
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that the contact I just created has been
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added to this spreadsheet so every time
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a contacted at it they’ll be added in
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our new row in the spreadsheet
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[Music]
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you

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