ClickFunnels integration with Google Sheets
How to Create Google Sheets worksheets from new ClickFunnels contact activity
Google Sheets is a great way to manage your sales pipeline, but all those manual set-up tasks can drag down your efficiency. Get back time and effort by using this integration to automatically create a blank worksheet in Google Sheets as soon as a contact activity record is created in ClickFunnel. Prep your sheets click-free to stay effortlessly organized.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Google Sheets worksheets from new ClickFunnels contact activity" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ClickFunnels integrations
The post-purchase process can be tricky if your business has a lot of moving parts. While ClickFunnels helps you list products and close sales, adding Nekton will connect everything that comes next. Automatically send notifications of new sales or customer leads to whichever platform your team uses most. And keep your records organized by using Nekton to immediately add ClickFunnels information to all of your spreadsheets and CRMs.
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ClickFunnels actions
Nekton can use any feature that is available in ClickFunnels API.
Using our advanced AI, you can easily create custom automations for ClickFunnels.
Here are some typical actions you can do in your automated workflows.
Add Tag to Email
Add a Tag to a Contact Profile by Email.
Create Contact Profile
Create or update a Contact Profile for an email.
Remove Tag From Email
Remove a Tag from a Contact Profile by Email.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
Find or Create Contact Profile
Find or Create Contact Profile
Add Email to List
Add a Contact Profile Email to a List.
About ClickFunnels
Create beautiful landing pages and complete marketing funnels.