Click Funnels + Zoho CRM Integration

Integrate Click Funnels to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Sync contacts, create or update leads, update your CRM, and trigger follow-ups automatically.

Free foreverFree forever.
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 created in Click Funnels Instant
  • Click Funnels
    Course lesson is updated 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
    Contact is created 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
    Blog post is published 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
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Purchase is created in Click Funnels Instant
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
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
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

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Ready Workflows Ready Workflows for Click Funnels + Zoho CRM Integration

Capture new contacts, update CRM records, handle sales opportunities, and sync purchase details, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Click Funnels + Zoho CRM flow

Manage payments, send email campaigns, log ecommerce data, and keep your team notified after your core funnel workflow runs. Pick a combination and activate it in one click.

Click Funnels
Zoho CRM
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
ShopifyShopify (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
C
Z
S
When a purchase is created in Click Funnels, create or update a contact in Zoho CRM and charge the customer in Stripe.
Click Funnels purchases instantly update your Zoho CRM records and process charges in Stripe without manual re-keying.
C
Z
S
When a product is created in Click Funnels, create or update a lead in Zoho CRM and set up the product in Stripe.
New Click Funnels products automatically populate your Zoho CRM database and configure your Stripe catalog.
C
Z
S
Use ChatGPT to analyse Click Funnels purchases, update Zoho CRM leads, and create Stripe customer notes.
AI analyses your Click Funnels purchases to update Zoho CRM records and add contextual notes in Stripe.

Supported triggers and actions for Click Funnels and Zoho CRM

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 created in Click Funnels
Triggers the automation when a new lesson is created in a course
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 enrollment is created in Click Funnels
Triggers the automation when a new enrollment in a course is created
Try it →
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
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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
Try it →
Instant
Blog post is updated in Click Funnels
Triggers the automation when a blog post is updated
Try it →
Instant
Contact is created in Click Funnels
Triggers the automation when a new contact is created
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
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
Try it →
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
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
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment is created in the particular course
Try it →
Instant
Purchase is created in Click Funnels
Triggers the automation when a new purchase is created
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Create contact in Click Funnels
Adds a new contact to the database
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Search contact in Click Funnels
Finds and retrieves contact information
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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
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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 →
Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it →
Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it →
Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create or Update Lead in Zoho CRM
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
Try it →
Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
Try it →

What can you automate with Click Funnels + Zoho CRM?

Streamline your customer data flow by connecting landing page events directly to your CRM records.

What you can automate?
🔄
Sync every new contact automatically
Capture every contact created in Click Funnels and generate corresponding contact or lead records in Zoho CRM without manual intervention.
📝
Capture every submitted field
Map all custom form answers, contact details, and metadata from your funnel pages directly into your CRM database fields.
🔔
Alert your team instantly
Send real-time notifications to your sales or support channels whenever a high-value prospect completes your funnel.
🔀
Route records based on submitted data
Apply conditional rules to direct leads to specific pipeline stages or assign them to different team members based on form input.
🔄
Keep records updated as stages change
Ensure your CRM pipeline reflects real-time progress whenever a sales opportunity stage or course enrollment updates in your funnel.
🔍
Prevent duplicate entries
Search existing database records before creating new entries to keep your CRM clean and free of duplicate contacts.
💳
Handle purchases and refunds
Automatically update customer CRM profiles and adjust pipeline stages whenever a purchase or product event occurs in your funnel.
🌐
Extend your workflow to external apps
Connect your core Click Funnels and Zoho CRM setup with Google Sheets, Slack, or email marketing platforms to power multi-step operations.
And much more...

Who is Click Funnels + Zoho CRM integration for?

Marketing and sales teams who rely on Click Funnels landing pages and Zoho CRM pipelines benefit by eliminating manual data entry and keeping records instantly synchronized.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
E-commerce store managers
E-commerce store managers
Business development reps
Business development reps
Data operations specialists
Data operations specialists
📈
Performance marketers
You're running campaigns across multiple funnels but your tracking system only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in your CRM instantly and your data stays current.
Sales representatives
You need to reach out to inbound prospects immediately, but leads sit unassigned in your landing page platform until someone gets around to copying them over, so hot prospects go cold — automating both apps means every new signup reaches your CRM the second it happens so you can follow up first.
📋
Agency account managers
You answer to clients who want real-time visibility into campaign performance and lead generation numbers, but manual reporting leaves gaps and delays progress updates — connecting these apps means your CRM always reflects accurate funnel activity without extra spreadsheet work.
🚀
E-commerce store managers
The volume of purchases and customer signups coming through your funnels is too high for anyone to keep up by hand, leading to missed customer records and broken follow-up sequences — automating both apps means every purchase creates clean customer profiles instantly.
🔄
Business development reps
You own the sales outreach stage and depend on marketing teams to hand over lead details from landing pages, but handoffs get delayed or lost in transit — this integration means every opportunity moves straight from your funnel into your CRM pipeline without manual friction.
🗂️
Data operations specialists
You need a reliable history of all funnel interactions, but manual imports introduce duplicate entries and missing fields that corrupt your historical reporting — integrating these apps means every contact and purchase record populates cleanly every single 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 + Zoho CRM

Build and manage your Click Funnels + Zoho CRM 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 + Zoho CRM 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
Select a trigger from Google Sheets
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 Zoho CRM?
Frequently Asked Questions
You can connect Click Funnels to Zoho CRM in 1 click using ready workflows on Integrately. Choose a pre-built template, or ask Integrately AI to build the automation for your exact requirements.
Can I automatically sync new contacts from Click Funnels to Zoho CRM?
Frequently Asked Questions
Can I connect Click Funnels, Zoho CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Click Funnels and Zoho CRM?
Frequently Asked Questions
How are contact details handled when transferred from Click Funnels?
Frequently Asked Questions
Can I update Zoho CRM deals when sales opportunities change in Click Funnels?
Frequently Asked Questions
Do I need coding skills to automate Click Funnels and Zoho CRM?
Frequently Asked Questions
Is the Click Funnels and Zoho CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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