What is ClickFunnels?
ClickFunnels is a marketing automation system & website builder that offers a range of benefits. You can read more on their website.
How do I connect TeamUp to ClickFunnels?
You can install your TeamUp customer site on any ClickFunnels page. The customer site works like on any other website and can be a useful ‘thank you’ page once a customer has run through your ClickFunnels flow.
You can also connect your TeamUp account to Clickfunnels via the new Zapier integration: https://zapier.com/apps/teamup/integrations. This will enable you to send data to ClickFunnels to populate campaigns. Please note you cannot send data from ClickFunnels to TeamUp.
Data is passed via a zap in Zapier. The process is simply:
Make a new zap in Zapier
Select the TeamUp app
Select the Trigger Event you want to use
Verify the data contains what you need
Add any required filters to your Zap (this step is not mandatory)
Tip. Filters are a way to ensure actions get performed only on the items you want. For instance, you might want to send customer membership purchased data just for trial membership purchases, or have one Zap for trial customer membership purchases and another for all other membership purchases. With filters, you set a specific condition and the Zap will only continue if it meets that condition.
Check out our guide for more on how to create a Filter.
Select ClickFunnels as the ‘Action’ App
Build the template
To make this process easier we plan to create some pre-made templates of the most common use cases for you. If you are unsure on how to go about setting up your zaps we’d recommend waiting for these.
I need some help
ClickFunnels have some great help guides to get you started -
Or you can contact Zapier for help with their platform.
As always, let us know if we can assist from our side.