What You Will Need:

Step 1: Integrate Your ClickFunnels and Zapier Accounts

  • In your Zapier Account, click on Settings
  • Click on Connected Accounts.
  • In the drop-down menu, search for "ClickFunnels" and connect your account

Step 2: Setup Your New "Zap" In ClickFunnels

  • Inside of your funnel, click on Settings.
  • Scroll down the settings page and select "Get or send email notifications for new ClickFunnels contacts" (Click: "Use This Zap")

Step 3: Configuring Your New Notification Zap

  • Follow the Steps in Zapier to setup and configure your new customized email notification. 

Important Note: You must do a test run of your funnel optin/order form prior to setting up this email notification "Zap".

  • Click on Show Advanced Options.
    This will allow you to access your test contact data to assist you with configuring the fields in your email notification.

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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