Click Funnels + Process Street Integration

Integrate Click Funnels to Process Street in one click, or tell Integrately AI how you want each purchase handled. Trigger workflow runs, assign tasks, update records, and keep your operational checklists moving automatically.

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1.
  • Click Funnels
    Course lesson 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
    Course lesson is published in Click Funnels Instant
  • Click Funnels
    Contact is updated in Click Funnels Instant
  • Click Funnels
    Product variant is created in Click Funnels Instant
  • Click Funnels
    Tag is removed from contact in Click Funnels Instant
  • Click Funnels
    Tag is added to contact in Click Funnels Instant
  • Click Funnels
    Product is updated in Click Funnels Instant
  • Click Funnels
    Product is created in Click Funnels Instant
  • Click Funnels
    Contact is unsubscribed in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Contact completed course in Click Funnels Instant
  • Click Funnels
    Contact is deleted in Click Funnels Instant
  • Click Funnels
    Product variant is updated in Click Funnels Instant
  • Click Funnels
    Contact is created in Click Funnels Instant
  • Click Funnels
    Course is created in Click Funnels Instant
  • Click Funnels
    Course lesson is deleted in Click Funnels Instant
  • Click Funnels
    Course section is published in Click Funnels Instant
  • Click Funnels
    Course section is updated in Click Funnels Instant
  • Click Funnels
    Course is deleted in Click Funnels Instant
  • Click Funnels
    Course section is created in Click Funnels Instant
  • Click Funnels
    Course is published in Click Funnels Instant
  • Click Funnels
    Course is updated in Click Funnels Instant
  • Click Funnels
    Course lesson is updated in Click Funnels Instant
  • Click Funnels
    Blog post is deleted in Click Funnels Instant
  • Click Funnels
    Blog post is published in Click Funnels Instant
  • Click Funnels
    Blog post 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
  • Process Street
    Task is ready in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Data Set record is updated in Process Street Instant
  • Process Street
    Data Set record is deleted in Process Street Instant
  • Process Street
    Workflow run is created in Process Street Instant
  • Process Street
    Workflow run is completed in Process Street Instant
  • Process Street
    Task is checked/unchecked in Process Street Instant
Arrow Right
2.
  • Click Funnels
    Apply tag to contact in Click Funnels
  • Click Funnels
    Enroll a contact into a course in Click Funnels
  • Click Funnels
    Create tag in Click Funnels
  • Click Funnels
    Delete contact in Click Funnels
  • Click Funnels
    Update contact in Click Funnels
  • Click Funnels
    Search contact in Click Funnels
  • Click Funnels
    Create contact in Click Funnels
  • Process Street
    List Run Workflow Assignees in Process Street
  • Process Street
    Assign User to Run Workflow in Process Street
  • Process Street
    Unassign User from Run Workflow in Process Street
  • Process Street
    Search Run Workflows in Process Street
  • Process Street
    Update Run workflow in Process Street
  • Process Street
    List Tasks in Process Street
  • Process Street
    Assign Task to User in Process Street
  • Process Street
    Unassign Task from User in Process Street
  • Process Street
    List Task Assignees in Process Street
  • Process Street
    List Run Workflow Approvals in Process Street
  • Process Street
    Approve or Reject Task in Process Street
  • Process Street
    Update Task in Process Street
  • Process Street
    List Comments in Process Street
  • Process Street
    Create Task Comment in Process Street
  • Process Street
    Update Comment in Process Street
  • Process Street
    Delete Comment in Process Street
  • Process Street
    Create Data Set Record in Process Street
  • Process Street
    Delete Data Set Record in Process Street
  • Process Street
    Run workflow in Process Street

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Ready WorkflowsReady Workflows   for Click Funnels + Process Street Integration

Capture purchases, run onboarding checklists, assign tasks, and track execution steps, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Click Funnels + Process Street flow

Notify your team, sync financial data, and manage customer follow-ups across your entire stack. Pick a combination and activate it in one click.

Click Funnels
Process Street
+
StripeStripe (4)
+
ActiveCampaignActiveCampaign (3)
+
ShopifyShopify (3)
+
SlackSlack (3)
+
ZoomZoom (3)
+
Google DriveGoogle Drive (3)
C
S
P
Create a customer in Stripe when a Click Funnels purchase is completed, and run the fulfillment workflow in Process Street
Every Click Funnels purchase immediately creates a customer in Stripe and launches your fulfillment workflow in Process Street without manual data entry.
C
S
P
When a contact is created in Click Funnels, create a customer in Stripe and assign their onboarding task in Process Street
New Click Funnels contacts automatically generate Stripe customer profiles and trigger onboarding steps in Process Street.
C
S
P
Create a charge in Stripe for every Click Funnels product order and update the active Process Street workflow run
Process Click Funnels product orders through Stripe and update your running Process Street operational checklists instantly.
C
S
P
When a sales opportunity is closed in Click Funnels, record the customer in Stripe and complete the Process Street workflow
Closed sales opportunities in Click Funnels trigger Stripe profile creation and close out the final Process Street review run.

Supported triggers and actions for Click Funnels and Process Street

Mix and match to build the exact automation you need

Click Funnels
Click Funnels Triggers & Actions
Instant
Course lesson is created in Click Funnels
Triggers the automation when a new lesson is created in a course
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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
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Instant
Sales opportunity is updated in Click Funnels
Triggers the automation when a sales opportunity is updated
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Instant
Sales opportunity Stage is changed in Click Funnels
Triggers the automation when the stage of a sales opportunity is changed
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Instant
Sales opportunity is closed in Click Funnels
Triggers the automation when a sales opportunity is closed
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Instant
Sales opportunity is Deleted in Click Funnels
Triggers the automation when a sales opportunity is deleted
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Instant
Course lesson is published in Click Funnels
Triggers the automation when a lesson in a course is published
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Instant
Contact is updated in Click Funnels
Triggers the automation when a contact is updated
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Instant
Product variant is created in Click Funnels
Initiates when a new product variant is created
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Instant
Tag is removed from contact in Click Funnels
Activates upon removal of a tag from a contact
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Instant
Tag is added to contact in Click Funnels
Triggers when a tag is assigned to a contact
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Instant
Product is updated in Click Funnels
Activates when a product is modified
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Instant
Product is created in Click Funnels
Initiates when a new product is create
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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
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 completed course in Click Funnels
Triggers the automation when a course contact is completed
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Instant
Contact is deleted in Click Funnels
Triggers the automation when a contact is removed from the particular list
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Instant
Product variant is updated in Click Funnels
Activates when a product variant is modified
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Instant
Contact is created in Click Funnels
Triggers the automation when a new contact is created
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Instant
Course is created in Click Funnels
Triggers the automation when a new course is created
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Instant
Course lesson is deleted in Click Funnels
Triggers the automation when a lesson in a course is deleted
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 section is updated in Click Funnels
Triggers the automation when a section in a course is updated
Try it →
Instant
Course is deleted in Click Funnels
Triggers the automation when a course is deleted
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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 published in Click Funnels
Triggers the automation when a course is published
Try it →
Instant
Course is updated in Click Funnels
Triggers the automation when a course is updated
Try it →
Instant
Course lesson is updated in Click Funnels
Triggers the automation when a lesson in a course is updated
Try it →
Instant
Blog post is deleted in Click Funnels
Triggers the automation when a blog post is deleted
Try it →
Instant
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
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 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
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Apply tag to contact in Click Funnels
Tag a contact
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Enroll a contact into a course in Click Funnels
Enrolls a contact into a course
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Create tag in Click Funnels
Generates a new tag
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Delete contact in Click Funnels
Removes a contact from the address book
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Update contact in Click Funnels
Updates contact information with new details
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Search contact in Click Funnels
Finds and retrieves contact information
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Create contact in Click Funnels
Adds a new contact to the database
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Process Street
Process Street Triggers & Actions
Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
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Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
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Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
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Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
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Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
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List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
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Assign User to Run Workflow in Process Street
Assign a user to a run workflow.
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Unassign User from Run Workflow in Process Street
Remove a user assignment from a run workflow.
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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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Update Run workflow in Process Street
Update details of an existing run workflow.
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List Tasks in Process Street
Retrieve tasks for a workflow or run workflow.
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Assign Task to User in Process Street
Assign a user to a task.
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Unassign Task from User in Process Street
Remove a user assignment from a task.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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Update Task in Process Street
Update task fields and status.
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List Comments in Process Street
Retrieve comments for a task or run workflow context.
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Create Task Comment in Process Street
Create a new comment on a task.
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Update Comment in Process Street
Update an existing comment.
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Delete Comment in Process Street
Delete an existing comment.
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Create Data Set Record in Process Street
Create a new record in a data set.
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Delete Data Set Record in Process Street
Delete a data set record by ID.
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Run workflow in Process Street
Runs a workflow
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What can you automate with Click Funnels + Process Street?

Streamline your marketing funnels and operational workflows by automating key data handoffs from purchase to task execution.

What you can automate?
Run operational checklists from every new purchase
Trigger a Process Street workflow run automatically whenever a purchase is created in Click Funnels. Eliminate manual data entry and start your fulfillment checklists right away.
📋
Capture every submitted contact detail accurately
Map customer names, emails, and phone numbers from Click Funnels directly into Process Street workflow runs and data sets without missing a single field.
🔔
Alert your team the moment a lead signs up
Notify your team in Slack or start team workflows in Process Street the second a new contact is created or a course enrollment is completed in Click Funnels.
🔀
Route workflows based on submitted order criteria
Execute different Process Street task paths depending on the product purchased or tags applied in your Click Funnels marketing funnel.
🔄
Keep operational tasks updated as deals progress
Automatically update running Process Street workflows whenever a sales opportunity stage changes or a contact record is updated in Click Funnels.
🗃️
Create data set records instead of duplicate entries
Search existing entries and create clean Process Street data set records from new Click Funnels submissions to maintain a pristine operational database.
Handle course completions and customer milestones
Mark Process Street workflow runs as completed or trigger review tasks automatically when a contact finishes a course in Click Funnels.
🔌
Extend your workflow to financial and CRM apps
Connect Click Funnels and Process Street with Stripe, ActiveCampaign, or Shopify to process payments and update marketing lists in a single multi-step pipeline.
And much more...

Who is Click Funnels + Process Street integration for?

Operations managers, course creators, and sales teams eliminate manual copy-pasting between marketing funnels and operational checklists to keep execution on track.

Operations Managers
Operations Managers
Customer Success Leads
Customer Success Leads
Agency Owners
Agency Owners
Course Creators
Course Creators
Sales Directors
Sales Directors
Project Coordinators
Project Coordinators
📈
Operations Managers
You're overseeing customer fulfillment across your marketing funnels but your operational checklists only update when someone manually checks new orders, so your task queues are always hours behind — with this integration, every new purchase triggers a Process Street workflow run instantly and your operations stay current.
🤝
Customer Success Leads
You need to initiate onboarding the moment a buyer signs up, but waiting for manual notifications means clients wait too long for their kickoff checklist — this integration means every new Click Funnels customer immediately launches a Process Street workflow run so onboarding starts without delay.
💼
Agency Owners
You manage client deliverables originating from marketing funnels, but tracking project steps by hand leads to missed handoffs and disorganized workflows — automating both apps means every Click Funnels lead and purchase automatically opens the correct Process Street project checklist.
📚
Course Creators
You enroll students through marketing pages every day, but tracking student progression and resource setup manually creates administrative bottlenecks — connecting these apps means every course enrollment triggers automated Process Street task assignments instantly.
🎯
Sales Directors
Your sales reps depend on clean handoffs from marketing funnels to internal pipelines, but delayed status updates leave deals sitting idle in unassigned stages — automating both apps means every sales opportunity change updates your Process Street workflow runs in real time.
🗂️
Project Coordinators
You rely on accurate purchase records to schedule team tasks, but missing data entries cause gaps in your tracking history and confusion on projects — this integration means every Click Funnels transaction creates reliable Process Street records with zero manual intervention.
Our team

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Why choose Integrately to automate Click Funnels + Process Street

Build and manage your Click Funnels + Process Street 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 + Process Street 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Click Funnels to Process Street?
Frequently Asked Questions
You can connect Click Funnels to Process Street in 1-click using ready templates or Integrately AI. It links your marketing funnel purchases and contacts directly to your operational workflows across 1,500+ supported apps.
Can I automatically run a Process Street workflow when a new purchase happens in Click Funnels?
Frequently Asked Questions
Can I connect Click Funnels, Process Street, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Click Funnels and Process Street?
Frequently Asked Questions
How does Click Funnels handle purchase data in integrations?
Frequently Asked Questions
Can I track workflow runs and task assignments from Process Street?
Frequently Asked Questions
Do I need coding skills to automate Click Funnels and Process Street?
Frequently Asked Questions
Is the Click Funnels and Process Street integration free?
Frequently Asked Questions
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You Can Also Connect Click Funnels or Process Street With 1500+ Other Apps

Click Funnels
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Process Street
Popular Process Street Integrations
Sync Process Street with task managers, communication tools, and reporting software to keep operational workflows running smoothly.