How Zapier and ClickFunnels Make You More Productive - FHR #183

Funnel Hacker Radio - Podcast - Video (Russell Brunson - FunnelHackerTV)

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YouTube Transcript: English (auto-generated)

00:00
welcome to funnel hacker radio podcast
00:02
where we go behind the scenes and
00:05
uncover the tactics and strategies top
00:07
entrepreneurs are using to make more
00:09
sales dominate their markets and how you
00:12
can get those same results here is your
00:14
host Dave Woodward welcome welcome
00:18
welcome hey guys
00:21
yes not yet it’ll take a few minutes
00:24
it’ll say hey we’re streaming live but
00:27
we’re not really but then we are I love
00:30
technology the first time I did a live I
00:33
would zoom to Facebook it was the
00:35
biggest trainwreck ever it’s okay all
00:41
right so here we go let’s see is it live
00:45
there yeah we’re live we’re live I see
00:51
all right let me share I’m gonna share
00:54
it myself
00:55
gonna share it fantastic this is one of
01:00
things I’ve been waiting for today I’ve
01:02
got enough people around surrounding me
01:03
to have all the sorts of technology
01:05
lastly Laos tax make this stuff happen
01:07
so thanks John thanks Julie we’re ready
01:09
to go all right everybody welcome this
01:12
is gonna be a ton of fun we actually are
01:13
gonna be doing this Johnson be posting
01:15
this inside of our click files Facebook
01:17
page the SEC’s shown up on Russell’s
01:18
I’ve got the opportunity having Julie
01:19
story in here with me this is gonna be
01:21
also posted as a we’re also been doing
01:25
this as funnel hacker radio podcast I
01:27
believe we’re going through three zaps
01:28
today yeah well we’re gonna talk about
01:31
just how awesome zapier is with
01:34
clickfunnels and all the cool stuff that
01:35
you can do with it sweet alright so a
01:38
little background here first of all
01:40
understand I get asked all the time how
01:43
do I actually integrate with
01:43
clickfunnels I get companies coming to
01:45
me saying hey I wanna do this or do this
01:46
so what we’ve basically done is we’ve
01:48
created an integration with zapier and
01:51
zapier has been set up to if you’re not
01:53
familiar dual talked a little bit about
01:55
it but a little background first of all
01:57
to understand is zapier now has over a
02:00
thousand different apps that you can
02:01
connect to click photos happens to be
02:03
one of the top 10 fastest-growing apps
02:06
and we’re super excited about that so
02:07
they did a huge post talked it all about
02:09
that and now what we’re gonna do is show
02:12
you exactly how zapier works
02:13
for those of you guys who are using
02:14
clickfunnels so for those who are gonna
02:17
be listening this as a podcast some of
02:19
this you’ll actually see on will try to
02:22
explain as much as we can as we’re going
02:24
through this but I highly recommend that
02:25
you also go ahead and take a look at
02:27
funnel knocker radio or I’m sorry funnel
02:28
hacker TV where the video will be posted
02:31
there as well so with all that said
02:33
let’s dive right into this welcome again
02:35
Julie’s story
02:36
thanks so much you know thank you I’m so
02:39
excited so zapier is one of those
02:40
softwares that when I discovered it was
02:43
just like lightbulb moment after light
02:45
bulb moment like I can automate my whole
02:49
life so I thought it would be the best
02:53
thing to do would be if I could just
02:55
share my screen and then we can talk
02:58
about like the three basic ways that
03:01
clickfunnels works with zapier right now
03:04
and then like you’ll start to feel the
03:06
possibilities just like grow and grow
03:08
and grow so I’m gonna share my screen I
03:10
think I can do that let me do it
03:13
cool all right guys please there’s
03:16
usually like about a 30-second delay or
03:19
whatever on live so they probably don’t
03:20
see it yet but this is the inside of
03:23
zapier this is like what the inside of
03:26
my zapier account looks like now when
03:28
you go to zapier comm I just want to
03:31
pull up what that looks like here it’s
03:33
going to give you all kinds of ideas and
03:35
you might be like oh my gosh I have no
03:37
idea what to do and the bottom line with
03:41
zapier is it talks it’s like a talking
03:43
app it helps two different software’s
03:45
that wouldn’t normally connect to one
03:47
another talk to one another in exchange
03:49
information and that’s what that beer
03:52
does and that is one of the coolest
03:54
things about it so there are three
03:58
things that zapier can do with
04:00
clickfunnels right now and i want to go
04:01
through each one step by step and Dave
04:03
please completely interrupt me if you
04:06
have a question or you think of
04:07
something that we want to like go on a
04:08
rabbit trail I will for sure so three
04:12
things clickfunnels
04:13
you can do when there’s a new contact in
04:16
your funnel when there’s a new purchase
04:18
in your funnel or if there’s a new
04:20
failed purchase these are the three
04:22
things that you can track and you can
04:24
move that information from cliff
04:26
into another program so if you guys are
04:29
in the comments what are the programs
04:31
that you’re using now besides
04:33
clickfunnels in terms of I’m talking
04:36
things like schedulers like your acuity
04:38
calendar or maybe you’re using
04:40
spreadsheets or you’re using some sort
04:43
of like shipping and fulfillment
04:45
activecampaign is an email service
04:47
provider maybe you’re using Trello like
04:50
Russell’s totally geeking out on Trello
04:52
right now what are the other apps you’re
04:56
using put them down in the comments
04:57
below so you can see because chances are
04:59
there is a connection between that app
05:03
that you love or that you’re using in
05:05
your business and click files all right
05:08
Dave so I’m seeing here we’ve got like
05:10
MailChimp Google Docs activecampaign
05:13
Gmail awesome okay great
05:17
so the first thing I want to talk about
05:18
is for any of you guys how many of you
05:20
are doing lead generation with
05:21
clickfunnels right you want to know when
05:23
a lead comes in ok we all know that when
05:27
a lead comes in follow-up is absolutely
05:29
key so this is how you would set up the
05:31
Zap in zapier so that’s the most
05:34
important thing to know is that you have
05:36
to go to zapier comm and sign up for an
05:38
account and then you can hook up your
05:41
clickfunnels
05:42
account so once you’re in zapier right
05:46
here you’re gonna click this big orange
05:47
button that says make a zap that’ll be
05:50
your first step once you’ve confirmed
05:52
your account so you click make a zap and
05:54
then you end up on this screen which I
05:57
just was there before so in the choose a
06:00
trigger you’re gonna choose
06:02
you’re gonna type in click funnels and
06:03
you’ll get click funnels now if you’ve
06:05
never hooked up click funnels before the
06:07
first time you have to like connect it
06:10
and then it’s fine so we’re gonna choose
06:12
make a contact
06:14
I’m just looking here the question is
06:15
make sure nobody has any questions ok
06:17
awesome new contact hit save & continue’
06:20
and then it’s going to ask you to
06:21
connect your account if you’ve never
06:23
done so before so I’m gonna I’ve already
06:26
done it so I’m just gonna hit save and
06:28
continue the next thing it’s going to
06:30
ask is what funnel do you want to look
06:32
for that contact information in all
06:35
right so we’re gonna choose I’m gonna
06:37
just choose one of the funnels where I
06:38
know I have contacts in
06:40
if you have a lot of funnels like
06:42
Russell who has like 8 bajillion it may
06:45
want to use the search and go ahead and
06:50
look for the funnel that you want then
06:53
then then the next question it’s gonna
06:54
ask is well what funnel step so for all
06:57
of you guys doing lead generation you
06:59
want to do the first step in your funnel
07:01
most likely that’s where the lead gen is
07:03
gonna happen right so you’re gonna click
07:07
on click funnels door here and you’re
07:10
gonna pick the step where that opt-in
07:14
form is that’s really important make
07:16
sure you pick the step of the funnel
07:17
where the opt-in form is is and then hit
07:20
continue now what its gonna do is it’s
07:21
gonna try to do a test and if this is a
07:24
brand new funnel and you’ve never had a
07:26
lead come in it’s not really gonna be
07:27
able to do the test doesn’t mean the Zap
07:29
isn’t gonna work but just be aware
07:31
sometimes it’s helpful if you have a
07:33
test contact in there so it’ll be like
07:35
test was successful okay now you’ll hit
07:40
continue and now what do you want to do
07:41
with that contact there’s all kinds of
07:44
things you can do with new leads so i’m
07:47
just looking here how many of you would
07:50
love to be able to call your lead the
07:53
minute they come through your form okay
07:56
I want to do that for sure that’s a must
07:58
right so there’s some cool like built-in
08:01
apps where you could literally just send
08:02
a text message to yourself that says you
08:04
just got a contact you can pull their
08:06
fields in and you can call them on the
08:08
phone just like that all right so that’s
08:11
really cool so you can use the built-in
08:13
zapier app for SMS and literally just
08:17
give them phone this is also great if
08:19
you’re doing lead gen for local
08:21
businesses and your local business is
08:23
like you’re doing Facebook Ads for them
08:25
and and you’re getting leads for them
08:27
and they’re not following up with their
08:28
leads send the text here to your client
08:31
like harass them if they need you know
08:33
they need to follow up the other thing
08:36
you could do is you can add it to slack
08:39
I don’t know how many of you use slack
08:40
or Trello but what we do is when a new
08:43
contact comes in we actually put it in
08:46
Trello and we go to Trello and we create
08:50
a card in Trello if you guys know Trello
08:53
we create a
08:54
and Trello so that it actually automates
08:57
a checklist and it tells the the VA what
09:00
to do with that lead all right so I’m
09:03
gonna hit you yeah so you hit create
09:05
card you can do all kinds of crazy
09:08
things with Trello hit save and continue
09:10
connect your Trello account and then you
09:13
set up the template what board you want
09:15
what list you want and what you want the
09:18
Trello card to actually say so if I pop
09:21
over here to my Trello and I look at my
09:24
my application process for one of my
09:26
courses if an application comes in
09:30
zapier will automatically put a card on
09:33
the incoming application input in the
09:37
information and then it gives me a
09:40
checklist of what to do like what do I
09:42
do with this application do I accept
09:44
them do I reject them and I put them on
09:45
a waitlist all just from clickfunnels
09:50
killer yeah so that’s super fun all
09:55
right let me just see if there’s any
09:55
questions so that’s what you do that’s
09:57
what you do with contacts so right you
09:59
want to add them to a board now how many
10:02
of you would love to recover lost
10:05
payments I want a great never lost game
10:10
it’s for sure yeah yeah so if you have a
10:13
failed purchase right so let’s go back
10:15
here and let’s go to the other the other
10:17
option which is a new failed purchase
10:19
all right so you’re again I’m gonna
10:22
connect your clickfunnels account just
10:24
once and go into your zap let me just
10:28
give clickfunnels a call here and I’m
10:30
gonna just go to a funnel where I know
10:32
there’s a failed payment somewhere go to
10:36
the order form and what I’m gonna do
10:40
here is I’m gonna do I want to make a
10:42
two step zap I’m gonna alert my VA that
10:45
there’s been a failed payment and I’m
10:47
also gonna create a draft in my gmail
10:49
account so that she can send an email
10:51
all right okay so I’m gonna first choose
10:57
slack and I’m gonna send a message into
11:01
my slack Channel and I’m going to show
11:02
you my slack here I have a channel
11:05
called influx
11:06
and basically every time there’s
11:08
activity in my funnel any funnel this
11:11
channel records it so that people my
11:15
admin my team can come they can look at
11:17
what’s been purchased there’s
11:19
instructions on what to do if there’s
11:21
special things to do and they can be
11:23
added to Trello to Facebook groups all
11:27
kinds of things you can see this is all
11:28
the activity in my funnels this week and
11:31
this is an ongoing list of what to do so
11:35
that’s the first thing I do is I send a
11:37
message into slack okay so I’m gonna go
11:44
over I’m gonna actually go to the
11:45
dashboard and show you what one of these
11:46
looks like so let’s see here let’s go to
11:56
this one no that was not doing it this
11:59
one is doing it right here okay so
12:01
basically this is a two step and this is
12:04
when there’s a purchase we’re creating a
12:07
user and sending that information to
12:09
slack so if there was a failed purchase
12:11
what you could do is you could create a
12:14
draft in an email in Gmail so that the
12:17
VA all they have to do is they see the
12:19
alert and slack they go to the Gmail
12:22
they click on draft and they send the
12:24
message that says hey you need to update
12:25
your payment information alright so I
12:29
want to does anybody have any questions
12:31
about about how’s like the concept of
12:34
how zapier works you you don’t have the
12:38
questions pulled up right now do you I
12:40
don’t I get those real quick here though
12:42
okay alright guys so let’s set up a
12:45
failed purchase we’re gonna do it step
12:48
by step we’re gonna start with
12:49
clickfunnels we’re gonna do failed
12:52
purchase we’re gonna go into a funnel
12:56
where I know there’s failed purchase
13:01
here and we’re
13:05

  • the order form remember you have to go
    13:07
    to the right funnel step where purchases
    13:08
    are being made and it’s gonna look and
    13:11
    it’s gonna it’s gonna say test
    13:12
    successful and now what we’re gonna do
    13:15
    is we’re going to create a two step zap
    13:17
    the first thing we’re going to do is
    13:19
    we’re going to create a girafft in my
    13:21
    gmail account so I’m going to click
    13:24
    Gmail then I’m going to create draft you
    13:28
    could actually send the message if you
    13:30
    want but then you can’t really customize
    13:32
    it and sometimes I like to customize it
    13:34
    so I’m gonna hit create draft and I’m
    13:38
    gonna pick my gmail account that I want
    13:40
    to send it from if you’ve never hooked
    13:43
    that up it’ll ask you to connect your
    13:44
    gmail account and now it’s gonna ask you
    13:47
    to set up the email so this is how you
    13:50
    do it you’re gonna click this little
    13:52
    menu bar right here and you’re gonna
    13:54
    find the contacts first name or email or
    13:59
    whatever it is you want and in the case
    14:01
    of setting up a draft you really need
    14:02
    the email to be the first thing
    14:04
    so that’s email if you want to see see
    14:07
    anybody and then put who it’s from so
    14:09
    you’re gonna use actually you can just
    14:11
    type right in here just type your actual
    14:13
    email address because it’s going to come
    14:16
    from you and then make a subject line
    14:21
    oops looks like your card needs updating
    14:28
    okay and now you’re going to put your
    14:31
    actual email hey there we just tried to
    14:35
    charge your card but the payment didn’t
    14:40
    go through you know please update your
    14:43
    card blah blah blah blah you can
    14:45
    actually also put it as a separate label
    14:48
    in your inbox and you can do an
    14:50
    attachment and then hit continue
    14:52
    now once you’ve created it it’s going to
    14:53
    show you exactly what the from name is
    14:56
    who it’s to the subject line and what
    14:59
    and you know what you said and then it’s
    15:01
    gonna send a test now once it’s done
    15:04
    you’ll see that the test worked and then
    15:08
    you can finish and you can name your zap
    15:10
    so this would be failed purchases make
    15:15
    draft in Gmail for
    15:17
    to send now if I wanted to I could add
    15:20
    the second step over here on the left
    15:23
    and I can add a second step which sends
    15:26
    a message into a channel okay that
    15:30
    alerts them that there’s been a failed
    15:32
    payment and to go send that email all
    15:35
    right cool
    15:37
    all right a bunch of questions let’s see
    15:43
    okay someone is asking can you zap an
    15:46
    email from many chat into action etics
    15:49
    ah not yet Dave I pretty sure that in
    15:54
    one of our meetings they alluded to the
    15:58
    fact that clickfunnels will eventually
    15:59
    be a receiving app not just a giving app
    16:03
    that is correct yeah yeah all right so
    16:07
    so what that basically means is right
    16:10
    now as click funnels and zapier Connect
    16:14
    which they’re always working on more
    16:15
    right now you can push information from
    16:18
    click funnels into thousands of other
    16:20
    software’s pretty soon the developers
    16:23
    are working on it where you’ll be able
    16:25
    to push information into clickfunnels
    16:27
    not just out from click file so that’s
    16:29
    coming soon to be you know date to be
    16:32
    determined okay let’s see just look in
    16:40
    here if there’s any other questions
    16:41
    someone asked what is Trello oh my gosh
    16:44
    what is Charlie you should look you
    16:46
    should listen to Russell’s podcast you
    16:47
    should go ahead marketing secrets calm
    16:49
    and listen to Russell talk about Trello
    16:51
    he has a total love affair with Trello
    16:53
    it’s basically like project management
    16:55
    meets list making it’s it’s a project
    17:00
    management tool primarily ok so guys do
    17:05
    you basically you can go to zapier comm
    17:09
    and you can look at all of the apps that
    17:13
    they currently connect with if you have
    17:15
    you can connect things into Facebook
    17:18
    groups you can connect them not just to
    17:20
    slack and to Trello but to a lot of
    17:23
    project management software’s asana
    17:26
    Basecamp so any purchase in your funnel
    17:30
    that requires
    17:31
    any sort of manual work maybe you have a
    17:33
    coaching program and you want to connect
    17:36
    people to boxer or you want to send them
    17:38
    a calendar so they can book their first
    17:41
    call anything like that that requires
    17:44
    any kind of manual action can be done
    17:47
    without their and they’re always adding
    17:50
    new apps aren’t they how many apps do
    17:52
    they have now actually they just cross
    17:54
    through a thousand and it’s one of the
    17:56
    things I really encourage you guys one
    17:59
    of the things that’s great as far as
    18:00
    that we’ve been working with zapier on
    18:01
    is trying to allow you to make things as
    18:03
    robust as possible while at the same
    18:06
    time really maintaining the streamlined
    18:07
    clickfunnels so that it doesn’t get too
    18:10
    too cumbersome so I really encourage you
    18:13
    guys there are so many different things
    18:14
    if you take a look at some of those apps
    18:16
    that are out there and I’m gonna be
    18:17
    trying to reach out to some of our other
    18:19
    click felons users who are using zapier
    18:21
    in fact if you’re on this call and you
    18:23
    listen to this and you’re if there’s
    18:25
    things that you are currently using
    18:26
    Zakhar and click falls for please post
    18:28
    it down in the comments I’d love to kind
    18:29
    of see what everyone else is doing but
    18:31
    you’ll see right now as Julie’s got a
    18:33
    screen up what some of the things that
    18:35
    zapier and clickfunnels are basically
    18:37
    already allowing you to connect to so if
    18:39
    you’re going to zap your under
    18:41
    clickfunnels you’re basically see
    18:42
    whether it’s through Gmail whether it’s
    18:44
    MailChimp whether it’s through Trello
    18:46
    slack all these crazy things that are
    18:48
    out there Dropbox I know there’s a lot
    18:50
    of different things where you can
    18:52
    actually use Foot funnels with zapier to
    18:56
    really work with your bas to accomplish
    18:58
    a ton of stuff and I think probably one
    19:00
    of the most important zaps if you’re not
    19:02
    using Trello is going to be Trello
    19:04
    because it just allows simplify your
    19:06
    life a ton i’ve actually got a call
    19:08
    later with james james Friel who we’re
    19:11
    working with here click funnels to kind
    19:13
    of help guys understand throw a little
    19:15
    bit better but that’ll be for later so
    19:16
    right now we’re gonna focus currently on
    19:19
    zapier and some of the things that you
    19:20
    can currently do with click funnels
    19:22
    hands out here together yeah and so I
    19:24
    think you know for those of you who’ve
    19:26
    never heard of zapier or you you’ve
    19:27
    heard of it but you’re like at seems
    19:29
    complicated it’s really not like inside
    19:33
    click funnels in the general settings of
    19:35
    a funnel you’ll see all of the you know
    19:38
    possible options right so I just kind of
    19:41
    quickly went through some of the ones in
    19:43
    my own business that works so
    19:44
    well are when you want to give
    19:46
    instructions to team members maybe you
    19:48
    guys are doing like free plus shipping
    19:50
    funnels and you need to alert somebody
    19:53
    that there’s been a shipment or there’s
    19:56
    been an order that needs needs attention
    19:58
    right so whether you’re connecting to
    20:00
    think about it as like you oftentimes
    20:02
    want to connect to something that’s like
    20:05
    a notifier that’s why Trello asana
    20:07
    Basecamp slack things like that but you
    20:10
    can make the two-step zaps so that it
    20:12
    can do one thing and notify you and then
    20:16
    it can do another action so you can
    20:17
    notify a team member and slack and then
    20:20
    you can add them to a new list in
    20:22
    wherever your email service provider the
    20:25
    other thing how many of you guys sell
    20:27
    like you have big membership programs or
    20:30
    maybe you have you know courses and
    20:33
    academies and stuff and you hat and you
    20:34
    built you built that stuff before you
    20:37
    knew clickfunnels exists and so you have
    20:39
    this program over here that has all your
    20:41
    course material you can zap the purchase
    20:44
    information from clickfunnels
    20:46
    into your course members area so it’ll
    20:49
    could automatically generate a user and
    20:51
    password for your new customer that’s
    20:54
    another thing that you can do with it’s
    20:55
    really cool I’m seeing in some of the
    20:57
    comments right now Julie we’ve got Kevin
    20:59
    Kia made mention as far as quick when I
    21:01
    was into any zapier supported CRM for
    21:03
    lead management click funnels indeed
    21:05
    zapier support an email autoresponder
    21:06
    for auto on a mission management click
    21:08
    when I was in Xavier supported webinar
    21:10
    platforms including those that support
    21:12
    web hooks so that’s all of them they’re
    21:14
    things that are out there Noah Jeffery
    21:16
    Maddox mentioned a couple things as far
    21:17
    as instant exit clients with hot lead
    21:19
    information so they can contact new
    21:20
    clients right away and make the sale and
    21:22
    I know you kind of mentioned that as far
    21:23
    as the whole texting thing oh yeah the
    21:26
    whole idea here is to realize there’s so
    21:28
    much that you may are you may be doing
    21:31
    right now
    21:31
    that’s taken a whole bunch of steps the
    21:33
    idea behind zapier with clickfunnels is
    21:35
    to simplify things and really automate
    21:38
    it as much as possible I know Julie it’s
    21:40
    probably the things you’re most
    21:41
    well-known for is the speed of
    21:43
    implementation and actually get other
    21:46
    people doing a lot of the stuff that you
    21:48
    need to get done and Zach Jarno is one
    21:50
    of those things that helps you connect
    21:51
    with your VA and the rest of your team
    21:53
    as well you know I was in Kevin you made
    21:56
    a great a great point here about the
    21:58
    webinar into
    21:58
    raishin I’ve had a lot of people ask me
    22:00
    and this is a perfect example you have a
    22:02
    let’s say you have a live webinar you
    22:04
    have a registration page and you want
    22:05
    your using GoToWebinar or your using
    22:08
    zoom and so you want to integrate your
    22:10
    opt-in form inside click funnels right
    22:13
    where you go into the funnel step and
    22:14
    you go to settings and integrations and
    22:16
    you integrate it with GoToWebinar and
    22:18
    then you’re like ooh but I also want to
    22:20
    integrate it with convertkit or active
    22:23
    campaign like I wanted to go into
    22:25
    GoToWebinar 3 click funnels but I also
    22:27
    wanted to do something else that’s where
    22:29
    zapier comes in handy because you can
    22:31
    integrate with GoToWebinar integrate
    22:32
    with zoom right in the click funnels
    22:34
    dashboard and then you can use zapier to
    22:37
    also send that contact information into
    22:39
    your DSP perfect cool oh and Nick just
    22:46
    this is cool because you are always
    22:48
    talking about philly 'it’s nick says you
    22:50
    needs apps for affiliate sales so we can
    22:53
    do a happy dance when we successfully
    22:55
    spread the click funnels message yeah
    23:00
    that’s really important too if you’re if
    23:02
    you’re trying to track affiliates what I
    23:03
    do as an affiliate is like I get the
    23:06
    opt-in information and I use this app
    23:08
    and then they go by click Connells and
    23:10
    then I have the opt-in information too
    23:11
    to follow up and connected them
    23:15
    fantastic other things Julie what he
    23:17
    else do want to cover real quick here
    23:19
    well I don’t know does anybody else have
    23:22
    any other questions about like how to
    23:24
    how to use zapier or what maybe you’re
    23:27
    true maybe are you stuck doing something
    23:30
    in click funnels right now that that may
    23:32
    be zapier can help is you just don’t
    23:34
    know it yet interesting interested to
    23:38
    hear what people are currently stuck on
    23:40
    and how zapier can consult that there’s
    23:43
    a little bit of a delay so it takes a
    23:44
    few minutes for people to hear us and
    23:46
    then respond so go ahead and put that
    23:48
    down in the comments as far as any
    23:50
    questions you guys might have as far as
    23:53
    things you’re trying to do and see how
    23:54
    we might be able to actually help
    23:55
    facilitate that through who’s that here
    23:58
    as well yeah okay
    24:01
    here’s a question he says can you do all
    24:03
    the Zap connection inside a click
    24:05
    funnels so when you’re actually creating
    24:08
    those apps you have to create an account
    24:09
    at zapier and do
    24:12
    in there like you can definitely click
    24:14
    this use this app button but it’s still
    24:16
    gonna ask you you’re gonna have to
    24:18
    create an account over a zapier and you
    24:20
    get three zaps for free when you sign up
    24:23
    for zapier and then you have to upgrade
    24:25
    to a paid account if you’re gonna be
    24:27
    crazy and have a million zaps seen here
    24:32
    from Kevin you can also upload your
    24:33
    affiliate sales report to Google sheets
    24:34
    and use apps to add your contacts back
    24:36
    in the clip that was action etics to
    24:38
    follow up campaigns there as well
    24:40
    interesting cool that’s a great idea
    24:47
    to see my CRM is commissions Inc and
    24:50
    I’ve been having a hard time getting
    24:52
    click funnels and them to connect via
    24:53
    zapier
    24:54
    yeah so I’m unfortunately if the if the
    24:58
    receiving software isn’t isn’t
    25:01
    connecting that’s something that you
    25:02
    have to talk to you that receiving
    25:04
    software about because click funnels
    25:06
    actually did they get on the top 10 list
    25:09
    Dave do we make the top 10 list yes we
    25:12
    are
    25:12
    we are okay so like click funnels and
    25:15
    zapier really worked out their kinks so
    25:17
    that’s working really well so if you’re
    25:18
    noticing it’s you’re having trouble you
    25:20
    might have to talk to your to the other
    25:22
    software because that’s where the that’s
    25:23
    where the problem is between the talking
    25:26
    between zap and your CRM yeah and
    25:29
    honestly realize I can’t but people
    25:31
    always ask me I want this company to
    25:33
    integrate with click funnels we’ve setup
    25:35
    zapier integration for that sent for
    25:38
    that exact purpose because there’s a lot
    25:39
    of people who want one-off type of
    25:41
    integrations and we’re just not building
    25:43
    those types of integrations out right
    25:44
    now but I highly recommend that you go
    25:46
    ahead and have whoever your company is
    25:48
    that you want to integrate with click
    25:49
    funnels have them integrate with zapier
    25:51
    and you’ll be able to get that kind of
    25:52
    information right away so that’s been
    25:54
    one of the best things we’ve seen recent
    25:55
    it’s working extremely well for the
    25:58
    one-off type of integrations and that’s
    26:00
    also what we’ve really looked at as far
    26:02
    as the companies were going to integrate
    26:03
    next with will be those that were
    26:04
    probably have the most robust
    26:05
    integrations currently threes app you’re
    26:07
    on yeah absolutely and you know the
    26:10
    right now if you like certain there are
    26:13
    certain software’s that have immense
    26:15
    customization with zapier slack being
    26:17
    one Gmail being another Google sheets
    26:19
    Google Docs
    26:21
    I think Trello has tons and tons of
    26:25
    options the the most if you take nothing
    26:28
    away from this training except this one
    26:31
    key point if you have a new contact a
    26:33
    new purchase or a new failed payment
    26:36
    those are the three ways that
    26:38
    clickfunnels can send trigger
    26:40
    information going out so if you just sit
    26:43
    down with your business and think about
    26:46
    the process that happens when you get a
    26:48
    contact when you get a purchase or when
    26:49
    you get a failed purchase and all the
    26:51
    things that you would love to do when
    26:54
    that happens in your funnel chances are
    26:57
    with a thousand apps zapier will have a
    26:59
    receiving connection
    27:01
  • an app that’s going to be able to do
    27:03
    everything now guys for Trello for
    27:05
    example I don’t know how many of you
    27:07
    know about Butler bot
    27:08
    it’s another automation tool I literally
    27:11
    when something comes into my funnel and
    27:13
    lands on Trello Butler bot takes over
    27:15
    and starts automating the whole process
    27:19
    it’s like the most craziest automation
    27:21
    you’ve ever seen and it like literally
    27:24
    eliminates my need for a VA to manage
    27:28
    that part of my business so it’s like
    27:32
    yeah those things definitely are gonna
    27:35
    be working on I don’t I’m seeing a lot
    27:37
    people say gosh we want more information
    27:38
    on Trello and zapier and all that
    27:40
    we will bring that to you guys later and
    27:41
    promise you but again I wants these
    27:43
    folks right now exactly as we can ya
    27:45
    know so all right well guys you know I
    27:49
    would definitely get his appier account
    27:52
    test it out even if you do something
    27:53
    really basic like just adding Google
    27:55
    contacts
    27:56
    I mean adding clickfunnels contacts to a
    27:58
    Google spreadsheet or sending yourself a
    28:00
    text message I don’t know how many of
    28:02
    you really are trying to get into two
    28:04
    comma Club or whatnot but like there’s
    28:06
    nothing like getting a little text
    28:08
    message or a ding on your phone that
    28:09
    says like you rock you are awesome you
    28:13
    just got a purchase right like I could
    28:15
    just go set that up now I just like make
    28:17
    my day really happy all the time we’re
    28:21
    all about doing the happy dance you want
    28:22
    that so whatever we can do to help you
    28:26
    guys create a happy dance is something
    28:27
    we definitely see happen it’s also kind
    28:29
    of good if you’re running ads like you
    28:31
    can tell like if you’re getting like
    28:32
    three five purchases a day and your
    28:34
    phone goes off you start to get used to
    28:35
    that and then all of a sudden like your
    28:37
    purchases tank that’s kind of a
    28:39
    notification like hey you should go
    28:40
    check something out on your ads you know
    28:43
    what do things I wanted to talk to you
    28:45
    about Julie on this first of all real
    28:47
    quick is amber may mention his app
    28:49
    you’re trustworthy and are there many
    28:50
    glitches I can tell you Zack you’re
    28:52
    everything that we’ve been using for is
    28:54
    extremely test trustworthy and I really
    28:56
    haven’t seen that many glitches at all
    28:58
    so I would highly recommend using it
    28:59
    that’s why we’re doing the podcast and
    29:01
    the Facebook live right now yeah I mean
    29:05
    I I run my whole business using zapier
    29:07
    like so I trust it entirely well what I
    29:12
    think we were going to talk about Julie
    29:14
    is she
    29:15
    the ideas for inviting people into your
    29:17
    Facebook group after they buy a course
    29:19
    yeah Oh oh I’m so glad you brought that
    29:21
    up I totally forgot we were gonna talk
    29:22
    about that yeah so how many of you guys
    29:24
    sell courses and as part of the bonuses
    29:28
    you give away access to a private
    29:31
    Facebook group so one of the things
    29:34
    that’s really annoying is like you never
    29:37
    know like I don’t know about you but I
    29:38
    get people who request to join my groups
    29:41
    and they didn’t buy and so and so then
    29:45
    the VA is like ooh did they buy do they
    29:47
    not buy so the way we’ve worked around
    29:50
    it is we send we use zapier so that when
    29:52
    there’s a new purchase we send that
    29:55
    information to a private channel in
    29:57
    slack and it tags my assistant and it
    30:01
    says hey Suzy Julie just bought this
    30:05
    course please look out for her name in
    30:09
    the Facebook group because you know
    30:11
    Suzy’s gonna get an email from me that
    30:13
    says hey welcome to the course here’s
    30:14
    the Facebook group link but so so Suzy’s
    30:17
    gonna know to us you know go to the
    30:19
    Facebook group but but my VA won’t
    30:22
    necessarily make that connection at
    30:24
    least not without like hunting through
    30:26
    strife or clickfunnels so slack creates
    30:28
    a nice ordered list and she can run down
    30:31
    and see who’s purchased the other thing
    30:33
    is if you have a secret Facebook group
    30:35
    like those are ones that people can’t
    30:37
    join you have to invite them you can
    30:39
    send a slack message that says please
    30:41
    invite and then add their email from
    30:45
    zaps and then you can literally have
    30:48
    your VA just invite them via email and
    30:51
    it’s just all tucked away you can do it
    30:52
    in Trello or slack either one I love
    30:55
    that one thing real quick I’ve had a
    30:57
    couple people asking about as far as oh
    30:59
    how many zaps can you really do and how
    31:02
    is it really working with clickfunnels
    31:03
    so I just received the report yesterday
    31:05
    from zapier last month month of December
    31:08
    there was twenty two thousand thirty
    31:12
    three live zaps that were done between
    31:14
    clickfunnels and someone else and hope
    31:17
    my copies of our fifty five thousand
    31:20
    users we have seven thousand six hundred
    31:22
    eighty nine that are using their live
    31:23
    users using zapier and click file so I
    31:26
    highly recommend it gets whole reason
    31:27
    why we’re doing this is we want to make
    31:29
    sure that for those you guys aren’t as
    31:31
    familiar with it Giuliano is doing a ton
    31:33
    I really appreciate all the comments
    31:34
    again anybody who’s got other ideas
    31:36
    please post more comments down there so
    31:38
    we can kind of see those as well but
    31:40
    again whole idea here is whether it’s
    31:43
    through trying to save a sale whether
    31:45
    it’s trying to get a text message if you
    31:47
    want to create your own little happy
    31:49
    dance let’s do something like yeah and
    31:50
    the whole idea here as far as making
    31:52
    sure that you can really simplify your
    31:55
    life by utilizing zapier with Trello and
    31:58
    your VA to really accomplish almost any
    32:01
    process that you want to do like we just
    32:03
    mentioned as far as a Facebook group or
    32:04
    a private Facebook group yeah if you’re
    32:06
    not again I think I’m not saying no if
    32:09
    you currently don’t have a private
    32:11
    Facebook group or something like that as
    32:14
    a bonus it’s probably one of the best
    32:15
    things to create a community that we’ve
    32:18
    seen so I’d probably recommend you guys
    32:19
    take a look at you using that in some of
    32:21
    the offerings that you guys have hey
    32:22
    guys the sky is ultimately the limit I
    32:25
    mean I just pulled up this zap on my
    32:27
    screen you’re seeing right now it’s like
    32:28
    a six step zap it’s like new purchase
    32:31
    then enroll them in this course and roll
    32:33
    them in this course and roll them in
    32:34
    this course enroll them in this course
    32:36
    send a private message to my VA and
    32:38
    create an action card so they know what
    32:40
    to do this is like a six step zap
    32:42
    because I like this big bundle and this
    32:45
    is and this is the easiest way to do it
    32:47
    so it’s it takes a little while to like
    32:50
    get in the game of like what you
    32:52
    actually can use it for but once you get
    32:55
    going you get like what I call the like
    32:57
    automation syndrome and you just like
    33:00
    I’m so way to automate this I know there
    33:03
    is and you just you know you’re just
    33:07
    like we’re you’re ready to like figure
    33:09
    out how to save more time because right
    33:10
    time is the most limited resource in the
    33:14
    world totally agree
    33:16
    well again Julie thank you enough for
    33:18
    coming on and doing this training for us
    33:20
    again this because you guys are
    33:22
    listening to this as a podcast this also
    33:24
    the video is on our funnel hacker TV
    33:27
    channel so you can see the video there I
    33:29
    highly recommend you guys watch it
    33:30
    listen to it again think about different
    33:32
    ways that you can automate your business
    33:33
    I know we have a lot of people out there
    33:35
    of our 55,000 plus customers right now
    33:38
    we’ve got a lot that are still kind of a
    33:39
    solopreneur where it’s just you one of
    33:42
    the main thing
    33:43
    really high your most important thing is
    33:46
    your time which Julie just said and kind
    33:48
    of look as far as what’s the value of
    33:49
    your time you need to hire a VA and
    33:51
    we’ll probably do a VA training later
    33:53
    but there’s so much you can do once you
    33:56
    automate it so that you can take that
    33:58
    off your plate and then you can focus on
    33:59
    on your unique special genius and that’s
    34:02
    where your real money starts to compound
    34:03
    Dave the thing that you just said that
    34:06
    was so cool about that is that people
    34:08
    think of automation is like taking
    34:10
    yourself out of your business and like
    34:12
    being less human and more robotic but
    34:14
    the truth is that automation frees you
    34:17
    up so that you can connect to your
    34:20
    customer more and stop doing all the
    34:22
    little tasks that are just eating away
    34:23
    at your day so you have more time to
    34:25
    create content more time to be with your
    34:27
    customers because all that stuff is
    34:29
    taken care of with automation that is
    34:32
    such an awesome point thank you for
    34:33
    bringing that up that’s again we’re all
    34:35
    about building as much cult
    34:37
    sure as you possibly can there’s no way
    34:39
    of doing it than connecting with your
    34:41
    users so very cool ideas yeah awesome
    34:44
    anything else you want to cover before
    34:45
    we wrap things up no no I just think I
    34:48
    think zapier is awesome it’s one of my
    34:49
    favorite tools I always think to myself
    34:51
    you know I wish I invented zapier it was
    34:54
    a brilliant idea back there they’re
    34:58
    pretty excited about it
    34:59
    yeah yeah again Julie thank you so much
    35:03
    we just love you to death appreciate
    35:05
    having you on I highly recommend you
    35:08
    guys go ahead take a look at funnel
    35:09
    hacker TV see the actual screenshots
    35:12
    that Julie was going through and again
    35:14
    we can’t we appreciate so much everybody
    35:17
    who listens to this who shares this
    35:18
    content out there and if there’s things
    35:20
    you guys want by all means hit us up let
    35:22
    us know what you want you can connect
    35:23
    with me facebook private message me
    35:26
    there or send me an email at david
    35:27
    clickfunnels comm we want to continue
    35:29
    provide as much content as we can
    35:31
    we love having experts like Julie on and
    35:33
    if there’s anybody else you wanted to
    35:34
    have on just let me know Julie thanks in
    35:37
    what doc positive yeah thanks guys

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