Last updated on February 4th, 2025 at 03:55 am
ClickFunnels and Zapier are two platforms which play extremely nice together, and more likely than not you have underestimated their powerful partnership on your quest to building high converting sales funnels.
So today we’re going to be sharing some use cases on how you can make the most of ClickFunnels and Zapier together to bring in more revenue through your sales funnels and make your life easier across the board.
We’ll be diving into five different areas that you can use Zapier for along with Clickfunnels that can help you out.
Invoicing Tools
One area of Zapier which is very powerful is their integration with some leading invoicing and accounting software such as Freshbooks, Xero, Quickbooks and more. Now sometimes (depending on your business model) you might need to send someone an invoice rather than have them purchase then and there on the order form.
This can be achieved using a simple Zapier integration.
With Zapier and ClickFunnels, you can do the following automation with ease:
Case Study: ClickFunnels For Invoices
Contact visits optin funnel, they optin with a name and email, the Zapier sends Xero a notification to add them to Xero and generate them an invoice to the product/service they want to purchase. Once the purchase has been made in Xero, ClickFunnels is then notified of the payment of the invoice through Xero and then can send the contact an order confirmation page with their thank you page and other order details.
This is one way your accounting software can be matched up with ClickFunnels
Education Apps
Another area Zapier thrives in is integrating with education delivery applications. They have a wide selection of tools in the space including tools like Talent LMS, Teachable and Thinkific. While ClickFunnels offers a great membership area, we understand sometimes you might have lessons already hosted in other areas you’d love to give access to without having to move everything across. It can be a bit of a headache sometimes!
Case Study: ClickFunnels For Teachable
You create a webinar sales funnel in ClickFunnels and then the prospect decides to make an investment at the end (yay!) so now you can zap across their purchase information to Teachable and they can trigger a new enrollment in their course. This means you can easily setup a class or course in any platform Zapier supports having peace of mind that you can send them across with ease.
Case Study: Contact Activity
Let’s say your contact who just purchased from the case study above has gone through some of the course now, you might want to sell them something else when they’re finished consuming. E.g. They learnt how to grow vegetables at home, now you want to teach them how to cook their vegetables in another course. You can trigger a “Course Competed” zap and send it back to ClickFunnels to update the new contact activity. This makes it very easy to keep automations going throughout the customer’s learning journey so you can market to them at just the right time!
CRM
Zapier loves to integrate with CRMs and has 40+ that they work with which you can leverage when connecting it with ClickFunnels, some of them include, Salesforce, Pipedrive, Zoho CRM, Infusionsoft, Hubspot, Insightly, Contactually and many more.
You don’t need to be reminded how powerful plugging in your CRM into ClickFunnels can be, but I’m going to give you some examples anyway!
Case Study: Lead Nurture Sequence
When someone submits a form and they enter your world, they’ll be able to join your CRM’s list through a trigger generated from ClickFunnels to Zapier. If we were using Pipedrive to manage the leads, we could create a note with the time they joined the CRM and Create A Deal so one of our consultants or sales team members could follow up and close the prospect on a product or service.
Case Study: Lead Follow Up For Affiliates
When a new forms is filled out in ClickFunnels, you can set Zapier to send their details over to Contactually. Once Contactually receives the new contact, you can follow up and reach out to them and see if they’re interested in promoting your product or service through Backpack which is on the ClickFunnels platform.
Order Management
Obviously when you’re selling products and services, people are ordering from you, that makes sense right? But how do you manage that process? E.g. Managing orders and sending them for fulfillment etc. This process can be a bit tedious and difficult to manage if you don’t want to give people access to your ClickFunnels account. Zapier makes this process seamless and has some great integrations which support you in this process.
Additionally, if you’re selling on a different platform but you want to take those products into ClickFunnels, you can do that too.
Case Study: Building Funnels For Shopify Products
This one has been in demand for a long time coming, so here it is! With Zapier you now have the ability to create a new purchase in ClickFunnels for one of your Shopify products. To do this, build out your sales funnel as usual, then when a new purchase is made, send that purchase order to Shopify through Zapier. When Shopify receives the purchase, it will create an order and create a customer as if the product was purchased directly through their own platform! It’s that easy! So this will work for existing Shopify customers as well as new ones too.
Other great tools you can use include for order management with Zapier include Quickbooks, Evernote and Google Spreadsheets!
Scheduling
If you’re a busy entrepreneur or run a busy business, scheduling can be difficult. That’s why so many scheduling tools exist to make your life easier when it comes to working out times. There’s over 15+ scheduling tools that Zapier integrates with and it’s important to leverage the automation that’s available. So lets see a great way of automating your scheduling while building funnels.
Case Study: Booking Gym Challenges In Your Funnel
If you attended the last Funnel Hacking Live you’ll have realized that gyms use a lot of advertising to book people into a session through their sales funnels. The easiest way to organise a booking after a purchase is made is by integrating with a scheduling tool and Zapier makes that very easy for you. So once you build out a sales funnel in ClickFunnels, you can trigger a new booking for the time on the landing page you selected. This makes the automation super simple and also means your prospect can receive a confirmation that their booking is confirmed as per your landing page’s information.
So What’s Next?
Now that you have a taste of what Zapier has to offer in terms of their “Zaps” and integrations, you can head over to their directory or explore pages and see what ingenious connections you can make with ClickFunnels to make your life easier and increase your business revenues.
Does it support multiple funnels/pipelines, like those available in Bitrix24?
I’m sorry you may need to clarify your question. Does ClickFunnels support pipelines, or is your question regarding “zaps” in Zapier?
hey there, i currently have 1 funnel page where i sell multiple products (mp3 files) , i currently have zapier going through drive to gmail and sending each file purchased through an email, as this is my preference for my type of business. however, how would i set up zapier to know when theve purchased multiple products and connect those into one email, rather then setting up every single F****** situation possible as its own zap