Learn how to integrate Click Funnels with Keep using Pabbly Connect for seamless automation. Follow this step-by-step guide for effective integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Click Funnels with Keep, you need to access Pabbly Connect. This platform allows seamless automation between various applications. If you are a new user, sign up quickly to get started, or log in if you are an existing user.
After signing in, you will be welcomed by the Pabbly Connect dashboard. Here, you can create your workflows effortlessly. Once logged in, you will receive 100 free tasks to explore automation options available on the platform.
2. Creating a Workflow in Pabbly Connect
To create a workflow, click on the ‘Create Workflow’ button on the right side of the dashboard. This action opens a dialog box where you can name your workflow. For this integration, name it something relevant, like ‘Create Keep Contact for New Click Funnels Contact’. using Pabbly Connect
- Select a folder for your workflow.
- Click on the ‘Create’ button to proceed.
After creating the workflow, you will see two main events: Trigger and Action. The Trigger event will be set to Click Funnels, while the Action event will be set to Keep. This setup is crucial for automating the contact creation process.
3. Setting Up Click Funnels Trigger in Pabbly Connect
Your next step is to define the trigger in Pabbly Connect by selecting Click Funnels as the application. Choose the event ‘New Contact Created’ as the trigger event. This action will initiate the workflow whenever a new contact is added in Click Funnels. using Pabbly Connect
Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used in Click Funnels to send data to Pabbly Connect.
- Go to your Click Funnels account and navigate to Settings.
- Under Webhooks, click ‘Add New Endpoint’ and paste the copied URL.
- Name your workflow and set the event type to ‘Contact Created’.
Once the endpoint is created, return to Pabbly Connect. The platform will be waiting for a webhook response, indicating that it’s ready to capture data from Click Funnels.
4. Testing the Integration with Pabbly Connect
To test the integration, you need to submit a new contact via the form you created in Click Funnels. Fill in the required details, such as first name, last name, email address, and mobile number, then submit the form. using Pabbly Connect
After submission, go back to Pabbly Connect to check if the webhook response has been received. You should see the details of the new contact, including the subject type, subject ID, and event type.
Verify the response details match the submitted form data. Ensure all necessary fields are captured correctly.
Once you confirm the response, proceed to the next step of creating a contact in Keep using the data received from Click Funnels.
5. Creating a Contact in Keep via Pabbly Connect
Select Keep as your action application in Pabbly Connect and choose the action event ‘Create or Update Contact’. This step is vital as it allows you to send the captured data from Click Funnels to Keep. using Pabbly Connect
Connect your Infusionsoft by Keep account by clicking on ‘Connect’ and allowing access. Once connected, you will need to map the data fields from the webhook response to the corresponding fields in Keep.
Map the email address, first name, and last name from Click Funnels to Keep. Use the text formatter feature in Pabbly Connect to split phone numbers if needed.
After mapping all necessary fields, click on ‘Save and Send Test Request’. Check your Keep account to confirm that the new contact has been created successfully. This integration should now work seamlessly, automatically creating contacts in Keep whenever a new contact is added in Click Funnels.
Conclusion
This tutorial demonstrated how to integrate Click Funnels with Keep using Pabbly Connect. By following these steps, you can automate contact creation efficiently. Enjoy the benefits of streamlined workflows and enhanced productivity!
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!