If you run an online business, odds are you use ClickFunnels to create high-converting sales funnels. But once a lead converts into a customer, there‘s still plenty of manual work required to provide excellent service. Follow-up emails, data entry, customer organization, and more can eat up your precious time.
That‘s where Zapier comes in handy.
Zapier is an automation tool that seamlessly connects web apps like ClickFunnels. With just a few clicks, you can build automated workflows between ClickFunnels and other business apps. This saves you hours of repetitive work so you can focus on high-value tasks.
In this guide, we‘ll explore six ways to leverage Zapier to eliminate post-sales drudgery. Automate these essential but time-consuming processes, and both you and your customers will reap major benefits. Let‘s dive in!
An Introduction to Supercharging ClickFunnels with Zapier
First, a quick overview of how Zapier works its automation magic:
-
Zapier connects triggers and actions between web apps. A trigger is an event like "new contact added" that kicks off an automation. The action is the task you want to happen automatically, like adding that contact to a Mailchimp list.
-
Building these conditional automations is called creating "Zaps." ClickFunnels has hundreds of pre-made Zaps to integrate with top business apps.
-
Zapier handles all the technical work behind the scenes – no coding required. You just set up the conditional logic for each Zap.
With some thoughtful Zaps in place, you can seamlessly connect ClickFunnels to the other tools you rely on. Data flows instantly and automatically between apps.
This eliminates grunt work, ensures critical tasks never slip through the cracks, and gives you a holistic view of your business in one central dashboard. Now let‘s explore six impactful ways to automate post-sale ClickFunnels workflows.
1. Send New Leads to Appropriate Email Lists Automatically
ClickFunnels makes it easy to capture lead information from your website and sales funnels. But what happens after someone submits their email address or fills out a contact form?
You need to ensure new leads receive proper follow-up and nurturing based on attributes like:
- Where they came from (traffic source, campaign, etc.)
- What they‘re interested in (product, content offer, etc.)
- Lead score or priority level
Manually organizing leads for follow-up is hugely time consuming. Plus busy entrepreneurs can easily let valuable leads slip through the cracks.
The solution? Automate lead organization with Zapier.
For example, use this Zap template to auto-add new ClickFunnels leads to appropriate Mailchimp lists based on tags or lead scores:
[Insert Zap Template Screenshot or Embed]Benefits include:
- No manual data entry required
- Leads automatically receive proper follow-up
- Higher conversions and less missed opportunities
Other popular lead organization Zaps include:
- Adding new FormAssembly leads to Airtable bases
- Sending high-value ClickFunnels leads into Salesforce as hot contacts
- Updating Close CRM records with lead activity from ClickFunnels
Set rules to distribute incoming leads just as you would manually. Except Zapier does it instantly, behind the scenes, so no one falls through the cracks.
2. Create Subscriber Profiles for Every New Lead
Beyond just getting onto email lists, you need to build rich lead profiles in your CRM or support desk software. This ensures anyone interacting with that lead has the full context of past history and activity.
Manually creating profiles and contact records from ClickFunnels submissions takes ages. Automating the process with Zapier guarantees every lead is catalogued for optimal service.
For example, check out this Zap for auto-logging ClickFunnels emails and relevant data to new Help Scout customer profiles:
Now your support team has complete lead records from first contact. They see each lead‘s source, initial interest, lifetime value – whatever‘s relevant. This empowers them to have smarter, more meaningful conversations that close sales.
You can integrate ClickFunnels lead data into most CRMs, support desks, databases, and more. Common connections include:
- Freshsales contact records
- Salesforce leads or contacts
- Insightly opportunities
- Plus custom apps via Zapier‘s code platform
The vital context Zaps provide cuts down research time to understand lead history. Support and sales teams deliver 5-star service, converting subscribers into delighted customers.
3. Tag Subscribers Automatically to Segment Funnel Activity
As mentioned above, subscriber tags and attributes are essential for streamlining communication and follow-up. But tagging records manually as leads interact with your ClickFunnels funnel is a huge hassle.
Solution? Zapier again!
Check out this Zap template. It watches your ClickFunnels funnel for custom events you specify, then automatically adds the corresponding tags to associated subscriber profiles:
[Insert Zap Template Screenshot or Embed]Now subscriber data remains neatly organized without you lifting a finger. Segment users for follow-up based on:
-
Funnel step or page visited
-
Button or link clicked
-
Offer requested
-
And countless other custom criteria
Get a holistic picture of customer journey and interests, minus manual tagging busywork.
You can connect this tagging automation to email services like Mailchimp, support tools like HelpScout, CRMs, and custom databases.
Bottom line – simplified organization and deeper subscriber insights, automatically.
4. Log All Lead Activity and Event History Automatically
Beyond contacts themselves, you need easy access to relevant lead activity and interactions over time. This full event timeline is crucial for segmenting subscribers, providing good support, and calculating customer lifetime value.
Zapier helps here too!
Check out this template. It watches ClickFunnels pages and funnels for specific user actions you define. Whenever triggered, it auto-logs that activity to Airtable bases:
[Insert Zap Template Screenshot or Embed]Now you‘ve got an automatic audit trail of all relevant subscriber behavior over time. No more manually compiling event data from ClickFunnels and elsewhere.
This builds cleaner lead timelines at a glance to enhance:
-
Support conversations
-
Email segmentation
-
Lead scoring
-
Retargeting campaigns
-
And more!
You can log user activity to analytics tools, support desks, CRMs, spreadsheets – you name it. Stop manually tracking events and let Zapier compile accurate activity feeds automatically.
5. Set Up Quick Follow-Up Sequences for Hot Leads
Some promising leads deserve immediate, high-touch follow-up when they interact with your funnel. But manually reaching out to hot prospects can disrupt your workflow.
Zapier to the rescue!
Check out this Zap template for auto-calling hot ClickFunnels leads instantly whenever they fill out a high-value form:
[Insert Zap Template Screenshot or Embed]Now when someone requests a personalized demo or high-ticket proposal for example, you or your sales rep can connect right away.
No more losing hot prospects or delayed follow-up. Instantly talk to ready-to-buy leads while their interest is peaked. Win more deals with immediate call booking via Zapier!
Beyond calls, quickly follow up hot prospects through their preferred contact method – whether that‘s:
-
Live chat conversations
-
SMS bots
-
Email scheduling links
-
Or direct messaging
Don‘t keep VIP prospects waiting. Delight them with instant bookings and outreach whenever they raise their hands. Just takes a couple Zaps!
6. Sync ClickFunnels Data to External CRMs and Support Tools
Chances are you rely on external CRMs, support desks, analytics platforms, and other systems across your business. Manually exporting ClickFunnels data to all those disparate tools saps so much time.
Plus it leaves customer data disconnected, which makes service clumsy and reactive.
Zapier beautifully bridges this gap automatically syncing ClickFunnels data to all your other vital systems.
Check out these popular integrations:
Sync Key Metrics to Data Analytics Tools
[Insert Zap Template Screenshot or Embed]Stop manually exporting metrics and campaigns stats! Let Zapier automatically push all key data to tools like:
- Google Analytics
- Google Data Studio
- Mixpanel
Get holistic visibility into how all your marketing and automation workflows are performing through a unified reporting dashboard.
Mirror Contact/Lead Records in External CRMs
[Insert Zap Template Screenshot or Embed]Customer data stays perfectly synced across ClickFunnels and platforms like:
-
Salesforce
-
HubSpot
-
Pipedrive
Give client-facing teams reliable access to subscriber activity right from their CRM. Everyone works from a unified platform instead of constant back-and-forth.
Log Interactions Automatically to Support Systems
[Insert Zap Template Screenshot or Embed]ClickFunnels pipelines naturally connect to help desk tools like:
-
Zendesk
-
Freshdesk
Now your agents have full context from ClickFunnels interactions automatically attached to tickets. Stuff like page visits, downloads, purchases, and support requests.
This visibility allows them to deliver incredibly tailored service without having to manually research subscriber history across multiple platforms.
Conclusion
When leveraged effectively, Zapier automations help ClickFunnels users scale their business growth exponentially.
You eliminate tons of manual tasks, ensure no opportunities slip through the cracks, and give staff the tools to provide amazing customer experiences.
The result? Faster sales cycles, reduced churn, higher lifetime value, and extremely satisfied customers. Not to mention hours saved to focus on the initiatives you‘re truly passionate about.
Hopefully this guide sparked some ideas about how to enhance your post-ClickFunnels workflows. Don‘t settle for disjointed systems and repetitive grunt work. Streamline things with intelligent Zapier automations.
You‘ve got the power to automate an incredible amount of drudgery in just minutes. So be creative and connect the dots across the tools you use each day. Before you know it, you‘ll have extra hours freed up to do more of what brings you joy!
What post-sales ClickFunnels tasks are taking up too much of your time right now? Let me know in the comments – I may be able to suggest an automation strategy that could help!
