ClickFunnels + Salesforce + Storage by Zapier Integrations

How to connect ClickFunnels + Salesforce + Storage by Zapier

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Do even more with ClickFunnels + Salesforce + Storage by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ClickFunnels, Salesforce, and Storage by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Course IDRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Course IDRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
Try It
- Contact IDRequired
- Course IDRequired
Action
Write

- Search Type
- Search Value
Action
Search
- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- KeyRequired
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write
- KeyRequired
Action
Write
- Keys and Values
Action
Write
- KeyRequired
- Value
- Previous Value
Action
Write
- KeyRequired
- Item FormatRequired
- Item Separator
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
Action
Search
- KeyRequired
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
- Child Values
Action
Search or write

- Course IDRequired
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- TagRequired
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- KeyRequired
- Increment Amount
Action
Write
- KeyRequired
- ValueRequired
- Location
Action
Write
- KeyRequired
- Child Keys
Action
Write
- KeyRequired
- Child Values
Action
Write
- KeyRequired
- Value
Action
Write
Get All Values
Get all values stored.
Action
Search
- KeysRequired
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- KeyRequired
- Child KeysRequired
- Child Values
Action
Search or write
- KeyRequired
- Value
Action
Search or write

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How ClickFunnels + Salesforce + Storage by Zapier Integrations Work

Step 1: Authenticate ClickFunnels, Salesforce, and Storage by Zapier.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.