Click Funnels + Salesforce Integration

Integrate Click Funnels to Salesforce in one click, or tell Integrately AI how you want each lead handled. Capture every new submission, create and update contacts, log sales opportunities, 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 enrollment is created 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
    Course lesson is published in Click Funnels Instant
  • Click Funnels
    Contact 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 published in Click Funnels Instant
  • Click Funnels
    Blog post is deleted 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
    Blog post is updated in Click Funnels Instant
  • Click Funnels
    Purchase is created in Click Funnels Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Click Funnels
    Update contact in Click Funnels
  • Click Funnels
    Search contact in Click Funnels
  • Click Funnels
    Create 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
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Click Funnels + Salesforce Integration

Capture contact submissions, update sales opportunities, sync course enrollments, alert your team, and trigger follow-ups, all in just one click.

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

Create Click Funnels contact for new Salesforce contact

If you're using Salesforce 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 Salesforce, 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.
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Click Funnels + Salesforce Integration

Create Salesforce 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 Salesforce 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 + Salesforce Integration

Create Salesforce record for new Click Funnels contact

When a new contact is created in your Click Funnels software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Click Funnels + Salesforce Integration

Create Salesforce opportunity for new Click Funnels contact

This automation makes it easy to create new opportunitys in Salesforce when a new contact is created in Click Funnels. Just connect your accounts, and every time a new contact is created in Click Funnels, a new opportunity will automatically be created in Salesforce.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Click Funnels + Salesforce Integration

Create Salesforce task for new Click Funnels contact

Salesforce and Click Funnels are two powerful cloud-based tools that can be used to improve business productivity. Using this Salesforce - Click Funnels integration, you can automatically create task in Salesforce 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!
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Click Funnels + Salesforce Integration

Create Salesforce record for new Click Funnels contact

When a new contact is created in your Click Funnels software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Click Funnels + Salesforce flow

Send campaign updates, process payments, log customer data, and notify your team after records move between Click Funnels and Salesforce. Pick a combination and activate it in one click.

Click Funnels
Salesforce
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
HubSpotHubSpot (8)
+
CalendlyCalendly (8)
+
ZoomZoom (8)
+
SlackSlack (8)
C
S
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Add every new Click Funnels contact to Salesforce, and create a subscriber in Mailchimp.
New Click Funnels contacts appear in Salesforce instantly while Mailchimp adds the subscriber, eliminating manual data entry across your marketing stack.
C
S
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When a purchase is created in Click Funnels, update the Salesforce opportunity and add the customer to Mailchimp.
Every Click Funnels purchase updates your Salesforce opportunity and adds the buyer to Mailchimp without manual intervention.
C
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When a course enrollment is created in Click Funnels, update Salesforce and tag the student in Mailchimp.
Course enrollments in Click Funnels immediately update Salesforce records and apply student tags in Mailchimp.
C
S
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Create a Salesforce task for every Mailchimp campaign engagement following a Click Funnels submission.
Follow up on Mailchimp engagement triggered by Click Funnels leads by automatically generating Salesforce tasks.
C
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If a Click Funnels contact is tagged VIP, create a priority Salesforce record and add them to your VIP Mailchimp list.
VIP contacts from Click Funnels receive priority handling in Salesforce and get added to specialized Mailchimp segments.
C
S
M
When a contact is unsubscribed in Click Funnels, update Salesforce and remove them from Mailchimp.
Unsubscriptions in Click Funnels automatically update your Salesforce CRM and remove contacts from Mailchimp.
C
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Use ChatGPT to summarise Click Funnels purchase notes, save the brief in Salesforce, and update Mailchimp tags.
ChatGPT summarises purchase details from Click Funnels before updating Salesforce records and tagging Mailchimp subscribers.
C
S
S
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Turn every Click Funnels purchase into a Salesforce record, create an invoice in Stripe, and add the buyer to Mailchimp.
Process Click Funnels purchases by updating Salesforce, creating Stripe invoices, and syncing Mailchimp lists in one pipeline.

Supported triggers and actions for Click Funnels and Salesforce

Mix and match to build the exact automation you need

Click Funnels
Click Funnels Triggers & Actions
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
Course is created in Click Funnels
Triggers the automation when a new course is created
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Instant
Course is updated in Click Funnels
Triggers the automation when a course is updated
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Instant
Course is published in Click Funnels
Triggers the automation when a course is published
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Instant
Course section is created in Click Funnels
Triggers the automation when a new section is created in a course
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Instant
Course is deleted in Click Funnels
Triggers the automation when a course is deleted
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Instant
Course section is updated in Click Funnels
Triggers the automation when a section in a course is updated
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Instant
Course section is published in Click Funnels
Triggers the automation when a section in a course is published
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Instant
Course lesson is deleted in Click Funnels
Triggers the automation when a lesson in a course is deleted
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Instant
Course lesson is updated in Click Funnels
Triggers the automation when a lesson in a course is updated
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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 lesson is published in Click Funnels
Triggers the automation when a lesson in a course is published
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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
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
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
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Instant
Blog post is deleted in Click Funnels
Triggers the automation when a blog post is deleted
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Instant
Contact is updated in Click Funnels
Triggers the automation when a contact is updated
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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
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
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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
Tag is removed from contact in Click Funnels
Activates upon removal of a tag from a contact
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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
Product variant is updated in Click Funnels
Activates when a product variant is modified
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Instant
Blog post is created in Click Funnels
Triggers the automation when a new blog post is created
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Instant
Blog post is updated in Click Funnels
Triggers the automation when a blog post is updated
Try it →
Instant
Purchase is created in Click Funnels
Triggers the automation when a new purchase is created
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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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Delete contact in Click Funnels
Removes a contact from the address book
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Create tag in Click Funnels
Generates a new tag
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Enroll a contact into a course in Click Funnels
Enrolls a contact into a course
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Apply tag to contact in Click Funnels
Tag a contact
Try it →
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Click Funnels + Salesforce?

Streamline your entire customer journey by connecting marketing funnels directly to your CRM pipeline.

What you can automate?
🚀
Sync every funnel contact into Salesforce instantly
Every new contact created in Click Funnels automatically generates a corresponding record in Salesforce without manual data entry.
📋
Capture all submitted form fields and metadata
Map complete form submissions, course enrollments, and purchase details directly into Salesforce fields instead of just basic names.
🔔
Alert your sales team the moment leads arrive
Notify appropriate team members in messaging apps or assign Salesforce tasks immediately when high-value prospects convert.
🔀
Route leads based on submitted criteria
Direct enterprise submissions to senior account managers while standard inquiries follow automated nurturing workflows.
🔄
Keep CRM records updated as funnels change
Automatically update Salesforce opportunities whenever contact details, purchase status, or course progress changes in Click Funnels.
🔍
Prevent duplicate records with smart matching
Search existing Salesforce accounts before creating new entries to keep your database clean and organized.
💳
Manage purchases and subscription lifecycle updates
Reflect successful purchases, subscription renewals, or cancellations across both platforms in real time.
🌐
Extend your workflow to email and messaging apps
Connect your core Click Funnels and Salesforce flow with Mailchimp, Slack, or Stripe to complete your entire business stack.
And much more...

Who is Click Funnels + Salesforce integration for?

Sales leaders, marketing managers, and course creators who depend on accurate funnel data and fast follow-ups will eliminate manual copy-pasting entirely.

Sales leaders and managers
Sales leaders and managers
Performance marketers
Performance marketers
Agency account directors
Agency account directors
Course creators and educators
Course creators and educators
Business development reps
Business development reps
Revenue operations specialists
Revenue operations specialists
📈
Sales leaders and managers
You're reviewing pipeline reports but your CRM only updates when someone manually exports leads, so the conversion metrics you're optimising against are always a few hours behind — automating both apps means every new lead lands in Salesforce instantly and your reporting stays current.
Performance marketers
You're running ad campaigns driving traffic to landing pages, but response data sits trapped in funnels until someone transfers it by hand, so high-intent prospects wait too long for outreach — this integration means every form submission reaches sales reps the moment it arrives.
🤝
Agency account directors
You answer to clients who expect real-time visibility into campaign lead generation and funnel performance, but manual compilation delays updates — connecting these apps means client dashboards update continuously without requiring manual spreadsheet work.
🎓
Course creators and educators
You're managing high volumes of student signups and course purchases across marketing pages, but tracking enrollments manually leads to missed student onboarding steps — automating both apps means every enrollment updates student records instantly.
💼
Business development reps
You own the outreach step and depend on marketing teams to hand over qualified leads, but manual handoffs create frustrating communication gaps — this integration means qualified leads appear in your queue immediately for prompt follow-up.
📊
Revenue operations specialists
You need a reliable history of customer touchpoints across sales funnels and CRM records, but manual entry introduces gaps and errors — automating both apps means every transaction and touchpoint is recorded accurately every time.
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 + Salesforce

Build and manage your Click Funnels + Salesforce 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 + Salesforce 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
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Click Funnels to Salesforce?
Frequently Asked Questions
You can connect Click Funnels to Salesforce instantly using ready-made workflows or Integrately AI. With 1-click setup, your contacts and sales opportunities sync automatically across Mailchimp, Stripe, HubSpot, and 1,500+ other apps.
Can I automatically create Salesforce leads from Click Funnels submissions?
Frequently Asked Questions
Can I connect Click Funnels, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Click Funnels and Salesforce?
Frequently Asked Questions
How do course enrollments sync from Click Funnels to Salesforce?
Frequently Asked Questions
How are sales opportunities updated between Click Funnels and Salesforce?
Frequently Asked Questions
Do I need coding skills to automate Click Funnels and Salesforce?
Frequently Asked Questions
Is the Click Funnels and Salesforce integration free?
Frequently Asked Questions
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