Step #1: Accessing Team Settings in ClickFunnels 2.0

Step #1: Choosing the Trigger Event

Inside your Zapier account, you’ll need to set up a new Zap. The trigger event for this Zap should be “Contact Identified.” This event triggers whenever a new contact opts into your funnel, ensuring you get notified instantly. Select “Contact Identified” from the list of events and click “Continue.”

Step #2: Authorizing ClickFunnels Account

Next, you’ll need to connect and authorize your ClickFunnels account in Zapier. Follow the prompts to log in to ClickFunnels and grant the necessary permissions. Once authorized, Zapier will pull in test data from your ClickFunnels account to ensure everything is set up correctly.

Step #3: Configuring the SMS by Zapier Action

Choosing the From Number

When configuring the SMS action, you’ll need to choose the “From Number.” You can select a random number or one of your verified numbers. Selecting a random number works fine as you’ll recognize the message content once it arrives.

Creating the Message Content

To create the message content, click into the message field. Here, you can use merge tags to pull in dynamic data from your ClickFunnels opt-in form. For instance, if you collect the first name, email, and phone number, you can structure the message like this:

First Name: {{First Name}}
Email: {{Email}}
​Phone Number: {{Phone Number}}

Testing the SMS Notification

Once you have configured the message content, it’s important to test the SMS notification to ensure everything is working correctly. Click on the “Test” button in Zapier to send a test SMS to your phone. Check your phone to verify that the message arrives and that it contains the correct information. If the test is successful, you can proceed to the next step.

Publishing the Zap

After successfully testing the SMS notification, you can finalize the setup by publishing the Zap. Click on the “Publish Zap” button in Zapier to activate your SMS notification workflow. The Zap will now be live, and you’ll start receiving SMS notifications whenever a new contact opts in through your ClickFunnels funnel.

Monitoring and Adjusting Notifications