Click Funnels + EspoCRM Integration

Integrate Click Funnels to EspoCRM in one click, or tell Integrately AI how you want each lead handled. Qualify leads, update your CRM records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Click Funnels
    Course lesson is published in Click Funnels Instant
  • Click Funnels
    Blog post is deleted in Click Funnels Instant
  • Click Funnels
    Course is created in Click Funnels Instant
  • Click Funnels
    Course is updated in Click Funnels Instant
  • Click Funnels
    Course is published in Click Funnels Instant
  • Click Funnels
    Course section is created in Click Funnels Instant
  • Click Funnels
    Course is deleted in Click Funnels Instant
  • Click Funnels
    Course section is updated in Click Funnels Instant
  • Click Funnels
    Course section is published in Click Funnels Instant
  • Click Funnels
    Course lesson is deleted in Click Funnels Instant
  • Click Funnels
    Course lesson is updated in Click Funnels Instant
  • Click Funnels
    Course lesson is created in Click Funnels Instant
  • Click Funnels
    Contact is created in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Community post is created in Click Funnels Instant
  • Click Funnels
    Comment is created on community post in Click Funnels Instant
  • Click Funnels
    Sales opportunity is created in Click Funnels Instant
  • Click Funnels
    Sales opportunity is updated in Click Funnels Instant
  • Click Funnels
    Sales opportunity Stage is changed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is closed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is Deleted in Click Funnels Instant
  • Click Funnels
    Blog post is updated in Click Funnels Instant
  • Click Funnels
    Blog post is published in Click Funnels Instant
  • Click Funnels
    Contact is updated in Click Funnels Instant
  • Click Funnels
    Contact is deleted in Click Funnels Instant
  • Click Funnels
    Contact completed course in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Contact is unsubscribed in Click Funnels Instant
  • Click Funnels
    Product is created in Click Funnels Instant
  • Click Funnels
    Product is updated in Click Funnels Instant
  • Click Funnels
    Tag is added to contact in Click Funnels Instant
  • Click Funnels
    Tag is removed from contact in Click Funnels Instant
  • Click Funnels
    Product variant is created in Click Funnels Instant
  • Click Funnels
    Product variant is updated in Click Funnels Instant
  • Click Funnels
    Blog post is created in Click Funnels Instant
  • Click Funnels
    Purchase is created in Click Funnels Instant
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
Arrow Right
2.
  • Click Funnels
    Create contact in Click Funnels
  • Click Funnels
    Search contact in Click Funnels
  • Click Funnels
    Update contact in Click Funnels
  • Click Funnels
    Delete contact in Click Funnels
  • Click Funnels
    Create tag in Click Funnels
  • Click Funnels
    Enroll a contact into a course in Click Funnels
  • Click Funnels
    Apply tag to contact in Click Funnels
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready Workflows Ready Workflows for Click Funnels + EspoCRM Integration

Capture contacts, update customer records, manage sales opportunities, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Click Funnels + EspoCRM Integration

Create EspoCRM contact for new Click Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new EspoCRM contact and Click Funnels contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Click Funnels + EspoCRM Integration

Create EspoCRM task for new Click Funnels contact

EspoCRM and Click Funnels are two powerful cloud-based tools that can be used to improve business productivity. Using this EspoCRM - Click Funnels integration, you can automatically create task in EspoCRM whenever a new contact is created in Click Funnels.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
See more
EspoCRM + Click Funnels Integration

Create Click Funnels contact for new EspoCRM contact

If you're using EspoCRM to manage your sales leads, it's important to also use Click Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in EspoCRM, a corresponding contact will automatically be created in Click Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Click Funnels + EspoCRM flow

Sync your customer data with marketing, support, and communication tools to keep your entire team aligned. Pick a combination and activate it in one click.

Click Funnels
EspoCRM
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
Google Analytics 4Google Analytics 4 (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
C
S
E
When a contact is created in Click Funnels, create a customer in Shopify and create a contact in EspoCRM.
New Click Funnels contacts instantly appear as customers in Shopify and contacts in EspoCRM without manual entry.
S
C
E
When an order is created in Shopify, apply a tag to the contact in Click Funnels and create an opportunity in EspoCRM.
Shopify orders automatically tag contacts in Click Funnels and create new opportunities in EspoCRM.
S
C
E
When a customer is created in Shopify, update the contact in Click Funnels and update the contact in EspoCRM.
Shopify customer updates instantly refresh your Click Funnels contacts and EspoCRM records.

Supported triggers and actions for Click Funnels and EspoCRM

Mix and match to build the exact automation you need

Click Funnels
Click Funnels Triggers & Actions
Instant
Course lesson is published in Click Funnels
Triggers the automation when a lesson in a course is published
Try it →
Instant
Blog post is deleted in Click Funnels
Triggers the automation when a blog post is deleted
Try it →
Instant
Course is created in Click Funnels
Triggers the automation when a new course is created
Try it →
Instant
Course is updated in Click Funnels
Triggers the automation when a course is updated
Try it →
Instant
Course is published in Click Funnels
Triggers the automation when a course is published
Try it →
Instant
Course section is created in Click Funnels
Triggers the automation when a new section is created in a course
Try it →
Instant
Course is deleted in Click Funnels
Triggers the automation when a course is deleted
Try it →
Instant
Course section is updated in Click Funnels
Triggers the automation when a section in a course is updated
Try it →
Instant
Course section is published in Click Funnels
Triggers the automation when a section in a course is published
Try it →
Instant
Course lesson is deleted in Click Funnels
Triggers the automation when a lesson in a course is deleted
Try it →
Instant
Course lesson is updated in Click Funnels
Triggers the automation when a lesson in a course is updated
Try it →
Instant
Course lesson is created in Click Funnels
Triggers the automation when a new lesson is created in a course
Try it →
Instant
Contact is created in Click Funnels
Triggers the automation when a new contact is created
Try it →
Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment in a course is created
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Instant
Community post is created in Click Funnels
Triggers the automation when a new community post is created
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Instant
Comment is created on community post in Click Funnels
Triggers the automation when a new comment is posted on a community post
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Instant
Sales opportunity is created in Click Funnels
Triggers the automation when a new sales opportunity is created
Try it →
Instant
Sales opportunity is updated in Click Funnels
Triggers the automation when a sales opportunity is updated
Try it →
Instant
Sales opportunity Stage is changed in Click Funnels
Triggers the automation when the stage of a sales opportunity is changed
Try it →
Instant
Sales opportunity is closed in Click Funnels
Triggers the automation when a sales opportunity is closed
Try it →
Instant
Sales opportunity is Deleted in Click Funnels
Triggers the automation when a sales opportunity is deleted
Try it →
Instant
Blog post is updated in Click Funnels
Triggers the automation when a blog post is updated
Try it →
Instant
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
Try it →
Instant
Contact is updated in Click Funnels
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in Click Funnels
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact completed course in Click Funnels
Triggers the automation when a course contact is completed
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Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment is created in the particular course
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Instant
Contact is unsubscribed in Click Funnels
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Product is created in Click Funnels
Initiates when a new product is create
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Instant
Product is updated in Click Funnels
Activates when a product is modified
Try it →
Instant
Tag is added to contact in Click Funnels
Triggers when a tag is assigned to a contact
Try it →
Instant
Tag is removed from contact in Click Funnels
Activates upon removal of a tag from a contact
Try it →
Instant
Product variant is created in Click Funnels
Initiates when a new product variant is created
Try it →
Instant
Product variant is updated in Click Funnels
Activates when a product variant is modified
Try it →
Instant
Blog post is created in Click Funnels
Triggers the automation when a new blog post is created
Try it →
Instant
Purchase is created in Click Funnels
Triggers the automation when a new purchase is created
Try it →
Create contact in Click Funnels
Adds a new contact to the database
Try it →
Search contact in Click Funnels
Finds and retrieves contact information
Try it →
Update contact in Click Funnels
Updates contact information with new details
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Delete contact in Click Funnels
Removes a contact from the address book
Try it →
Create tag in Click Funnels
Generates a new tag
Try it →
Enroll a contact into a course in Click Funnels
Enrolls a contact into a course
Try it →
Apply tag to contact in Click Funnels
Tag a contact
Try it →
EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it →
Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
Try it →
Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
Try it →
Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
Try it →
Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
Try it →
Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it →
Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
Try it →
Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it →
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it →
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it →
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it →
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it →
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
Try it →
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it →
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it →
Search lead by name in EspoCRM
Try it →
Create contact in EspoCRM
Adds a new contact to the database
Try it →
Search contact in EspoCRM
Finds and retrieves contact information
Try it →
Update contact in EspoCRM
Updates contact information with new details
Try it →
Delete contact in EspoCRM
Removes a contact from the address book
Try it →
Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
Try it →
Delete lead in EspoCRM
Removes a lead from the database
Try it →
Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
Try it →
Create case in EspoCRM
Generates a new case entry
Try it →
Create meeting in EspoCRM
Schedule a meeting
Try it →
Search account in EspoCRM
Searches for account information
Try it →
Update account in EspoCRM
Updates account information
Try it →
Delete opportunity in EspoCRM
Removes a opportunity from the system
Try it →
Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
Try it →
Create opportunity in EspoCRM
Creates a new instance of the support system
Try it →
Search opportunity in EspoCRM
Searches for a opportunity
Try it →
Search meeting in EspoCRM
Searches for a meeting
Try it →
Update opportunity in EspoCRM
Updates the opportunity details as needed
Try it →
Update meeting in EspoCRM
Updates meeting details
Try it →
Search case in EspoCRM
Searches for a case record
Try it →
Update case in EspoCRM
Updates case details
Try it →
Delete account in EspoCRM
Removes an account and all associated data from the system
Try it →
Delete case in EspoCRM
Removes the particular case from the system
Try it →
Create call in EspoCRM
Initiates a call to the recipient
Try it →
Search call in EspoCRM
Searches for a call
Try it →
Update call in EspoCRM
Updates call information
Try it →
Delete call in EspoCRM
Deletes a call entry from the database
Try it →

What can you automate with Click Funnels + EspoCRM?

Streamline your customer data management by automatically syncing leads, opportunities, and purchases between your marketing funnels and CRM.

What you can automate?
🔄
Sync Click Funnels contacts directly to EspoCRM
Capture every new lead from your marketing funnels and create a corresponding contact in EspoCRM instantly without manual data entry.
📋
Capture every submitted funnel field
Map detailed form submissions, custom tags, and course enrollments from Click Funnels directly into custom fields within your EspoCRM records.
🔔
Notify your team the moment a lead arrives
Alert your sales reps in real time whenever a new contact or sales opportunity is created in Click Funnels so they can take immediate action.
🔀
Route leads based on submitted tags
Send high-value purchases to senior sales reps in EspoCRM while routing standard leads to automated nurturing sequences.
📝
Keep CRM records continuously updated
Automatically update existing EspoCRM contacts whenever their information or course enrollment changes in Click Funnels.
🛡️
Prevent duplicate records automatically
Search for existing contacts in EspoCRM before creating new ones, updating records safely instead of generating clutter.
📊
Manage sales opportunity stage changes
Update deal stages and close opportunities in EspoCRM automatically when purchases or sales milestones are reached in Click Funnels.
🔌
Sync funnel purchases with accounting tools
Connect your Click Funnels and EspoCRM workflow with Stripe to automatically record payment details and update customer financial profiles.
And much more...

Who is Click Funnels + EspoCRM integration for?

Sales teams, marketers, and business owners managing customer relationships and marketing funnels benefit by eliminating manual data entry and keeping records instantly updated.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
High-volume agencies
High-volume agencies
Customer success teams
Customer success teams
Operations managers
Operations managers
📈
Performance marketers
You're running marketing campaigns and sales funnels but your CRM data only updates when someone manually exports contacts, so your pipeline reports are always out of date — with this integration, every new Click Funnels lead lands in EspoCRM instantly and your records stay current.
Sales representatives
You need to follow up with hot leads immediately, but you find out about new Click Funnels submissions hours later when someone checks the backend — with this integration, every new contact triggers an immediate record in EspoCRM so you can reach out first.
📋
Account managers
You answer to stakeholders who want to see pipeline progress, but manually transferring funnel signups into your CRM takes hours every week — with this integration, every sales opportunity flows straight into EspoCRM without manual entry.
🚀
High-volume agencies
Your marketing funnels generate too many leads for anyone to keep up with by hand, leading to missed opportunities and lost sales — with this integration, every Click Funnels contact is logged in EspoCRM automatically.
💼
Customer success teams
You own the onboarding stage and depend on marketers to hand over new Click Funnels buyers, but details often get missed in transit — with this integration, every purchase creates the correct customer record in EspoCRM instantly.
🗂️
Operations managers
You need a reliable customer history in your CRM, but manual imports leave gaps and duplicate records everywhere — with this integration, every contact and purchase from Click Funnels is recorded accurately in EspoCRM.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Click Funnels + EspoCRM

Build and manage your Click Funnels + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Click Funnels + EspoCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Click Funnels to EspoCRM?
Frequently Asked Questions
You can connect Click Funnels to EspoCRM in 1-click using ready workflows or Integrately AI. Choose a pre-built template, connect your accounts, and sync data across your stack alongside apps like Shopify, Mailchimp, Stripe, and Slack.
How can I automatically sync Click Funnels contacts to EspoCRM?
Frequently Asked Questions
Can I connect Click Funnels, EspoCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Click Funnels and EspoCRM?
Frequently Asked Questions
How does Click Funnels handle contact and purchase data during integration?
Frequently Asked Questions
How are records created and updated in EspoCRM from Click Funnels?
Frequently Asked Questions
Can I automate workflows between Click Funnels and EspoCRM without coding?
Frequently Asked Questions
Is the Click Funnels and EspoCRM integration free?
Frequently Asked Questions
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You Can Also Connect Click Funnels or EspoCRM With 1500+ Other Apps

Click Funnels
Popular Click Funnels Integrations
Connect Click Funnels to landing page builders, email marketing tools, and analytics platforms to capture and nurture leads effectively.
EspoCRM
Popular EspoCRM Integrations
Sync EspoCRM with customer support software, invoicing tools, and communication apps to keep relationship management connected across your stack.
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