What you will need:

  • Yat minimum, subscribed to their $150 Lightening Enterprise plan
  • (either optin or order form) must include at minimum 3 fields set to: first name, last name, email.

Step 1. Integrate SalesForce with your ClickFunnels Account.

  • Select "Integrations" from your Account Menu
  • Click "New Integration" 
  • Select SalesForce
  • Enter a Nickname
  • Enter your account information when prompted 

Your Integration is complete!

How to add your new SalesForce integration to your ClickFunnels pages.  Click Here

How to add your new product purchases to SalesForce  Click Here

 If you require further assistance, you can click the support icon in the bottom-right corner of this page.

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