How to Send Email When New Contacts are Added to ClickFunnels Using Pabbly Connect

Learn how to integrate ClickFunnels with Gmail using Pabbly Connect to send emails when new contacts are added. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for ClickFunnels Integration

To send an email when new contacts are added to ClickFunnels, you’ll first need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page at Pabbly.com/connect.

If you already have an account, simply sign in. If you are a new user, click on the sign-up button. You will receive 100 free tasks to explore the application. Once signed in, navigate to the applications page and click on ‘Access Now’ to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ tab. A dialog box will appear asking you to name your workflow. For this integration, name it something relevant, like ‘ClickFunnels to Gmail Integration’.

• Click on ‘Create’ to proceed.
• You will see two sections: Trigger and Action.
• Select ‘ClickFunnels’ as the trigger application.

Once you select ClickFunnels, choose the trigger event as ‘New Contact Created’. This means that every time a new contact is added in ClickFunnels, the workflow will be triggered automatically.

3. Setting Up the ClickFunnels Webhook

After setting up the trigger in Pabbly Connect, it’s time to configure the ClickFunnels webhook. Copy the webhook URL provided by Pabbly Connect. Now, log in to your ClickFunnels account.

Navigate to the settings of your funnel and find the ‘Webhooks’ section. Here, you can add a new endpoint. Name it something like ‘New Webhook’ and paste the copied URL. Set the event type to ‘Contact Created’ and click on ‘Create Endpoint’ to finalize the setup.

4. Testing the Webhook Response in Pabbly Connect

With the webhook set up, you need to test it to ensure it’s working correctly. Go back to Pabbly Connect and perform a test submission in ClickFunnels by creating a new contact. Fill out the form with sample data and click on ‘Sign Up’.

• Check Pabbly Connect for the API response.
• Ensure that you see the contact details captured in the response.

This confirms that the webhook is successfully receiving data from ClickFunnels. Now, you can proceed to set up the action step.

5. Configuring Gmail Action in Pabbly Connect

The final step is to configure the Gmail action in Pabbly Connect. Select Gmail as the action application and choose the action event as ‘Send Email’. Click on ‘Connect’ to link your Gmail account.

Once connected, fill in the required fields for the email. Set the recipient’s email address (static), sender’s name, email subject, and email content. Use the mapped fields from the ClickFunnels data to personalize the email content.

After completing the setup, click on ‘Save and Send Test Request’. Check your Gmail inbox to confirm that the email has been sent successfully. This indicates that the integration is now fully functional.

Conclusion

This tutorial outlined how to use Pabbly Connect to send emails when new contacts are added to ClickFunnels. By integrating ClickFunnels with Gmail, you can automate your email notifications effectively. Follow these steps to streamline your workflow and stay updated with new leads instantly.