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How to Use the Zapier App in ClickFunnels 2.0 | Automate Your Workflows!

Automation is a game-changer when it comes to running an efficient business. Instead of spending hours on repetitive tasks like adding leads to your CRM, sending follow-up emails, or updating spreadsheets, wouldn’t it be great if those things just happened on their own? That’s exactly what Zapier helps you do, and with the new Zapier App inside ClickFunnels 2.0, integrating with third-party apps is easier than ever.

In the past, using Zapier with ClickFunnels required switching between platforms, but now you can connect apps, create Zaps, and manage automations—all without leaving ClickFunnels. This guide will walk you through exactly how to set up the Zapier App inside ClickFunnels 2.0, create your first automation, and start streamlining your workflows.

What is the Zapier App in ClickFunnels 2.0?

Zapier is an automation tool that allows you to connect ClickFunnels 2.0 with thousands of third-party applications. Whether you need to sync data with your email provider, notify your team when a sale happens, or update a Google Sheet with new leads, Zapier makes it all possible without manual work.

​Before the introduction of the Zapier App inside ClickFunnels 2.0, you had to log into Zapier separately to create automations. Now, you can do everything directly from within ClickFunnels, saving you time and keeping all your integrations in one place.

How to Set Up the Zapier App in ClickFunnels 2.0

Step 1: Add the Zapier App to Your ClickFunnels Account

To start using Zapier inside ClickFunnels 2.0, the first step is to add the Zapier App to your workspace.

Log into your ClickFunnels account and navigate to the left-hand navigation menu. If you don’t see the Zapier App listed, hover over the menu until the “Add Apps” button appears. Click it to open the App Center. Once inside, search for Zapier and click “Add to My Workspace.”

Once added, the Zapier App will now be accessible from your ClickFunnels dashboard, allowing you to create and manage automations from within the platform.

Step 2: Connect Your Zapier Account

After installing the app, you’ll need to connect your Zapier account to ClickFunnels 2.0. Clicking on the Zapier App in your dashboard will bring up a login screen where you can either sign in to an existing Zapier account or create a new one.

Once logged in, ClickFunnels will request authorization to connect to your Zapier account. Approve the request, and just like that, ClickFunnels and Zapier will be linked, allowing you to start automating your workflows.

Step 3: Create Your First Zap

Now that your Zapier account is connected, you can start creating automations, also known as Zaps, directly inside ClickFunnels 2.0.

To create a new automation, open the Zapier App and click “Create Workflow” in the top-right corner. A search bar will appear, allowing you to select the third-party app you want to connect to ClickFunnels. After selecting an app, you’ll need to define a Trigger—this is the event that will start the automation. Common triggers include:

  • A new lead submits a form in ClickFunnels.
  • A customer completes a purchase.
  • A new subscriber joins a membership area.

Once you’ve set up the trigger, you’ll need to define an Action, which tells Zapier what should happen next. This could be:

  • Adding the lead’s details to a Google Sheet.
  • Sending a welcome email through Mailchimp.
  • Notifying your team via Slack.

Once everything is set up, click Publish, and your Zap will be live! From that point on, whenever the trigger event occurs in ClickFunnels, Zapier will automatically execute the action—no manual work required.

Step 4: Managing & Editing Your Zaps

If you ever need to modify an existing automation, you can manage your Zaps directly from ClickFunnels. Open the Zapier App inside ClickFunnels, where you’ll see a list of all active workflows. Click on any Zap to edit, disable, or delete it as needed. If you make any updates, remember to click Publish to save your changes.

This feature allows you to tweak your automations at any time without switching between platforms, making it easier to refine and optimize your workflows.

Final Thoughts

The Zapier App in ClickFunnels 2.0 is a powerful addition that makes automating your workflows easier than ever. Instead of manually handling routine tasks, you can set up smart automations that keep your business running smoothly.

Now that you know how to connect apps, create Zaps, and manage automations, it’s time to start streamlining your processes. Set up your first automation today and let Zapier do the work for you!

If you have any lingering questions or need further assistance, feel free to reach out for support. And don’t forget to subscribe to our Tech Time newsletter for more tips, tricks, and guides sent directly to your inbox on the last Friday of every month.

Additional Resources

For further assistance and more in-depth guides, check out these resources:

If you need personalized help, contact our support team at support@repairmyfunnel.com.

Additional FAQs

Do I need a separate Zapier account to use the Zapier App in ClickFunnels 2.0?

Yes, you’ll need a Zapier account to use the Zapier App inside ClickFunnels 2.0. If you don’t already have one, you can create a free account directly from the Zapier login screen inside ClickFunnels.

What kinds of apps can I connect with ClickFunnels using Zapier?

Zapier supports integrations with thousands of apps, including email marketing tools like Mailchimp and ActiveCampaign, CRMs like HubSpot, productivity tools like Google Sheets and Slack, and many more. If ClickFunnels doesn’t have a native integration with a specific platform, Zapier is often the best way to connect them.

Can I use Zapier for free?

Yes! Zapier offers a free plan that allows you to create basic automations. However, if you need multi-step workflows, advanced filters, or more integrations, you may need a paid Zapier plan.

Can I create automations with multiple steps?

Yes! Zapier allows you to create multi-step automations where one trigger event can set off multiple actions. For example, when a new lead signs up in ClickFunnels, you could:

1. Add them to an email list in Mailchimp.
2. Send a Slack notification to your sales team.
3. Update a Google Sheet with their information.

This is a powerful way to streamline multiple processes at once.

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