ClickFunnels integration
Use ClickFunnels in Zoft workflows, voice agents, chat agents and AI employees. Use ClickFunnels from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 7 actions
- 8 triggers
- Starts with
One-Time Order Paid - ZoftAgent or workflow decides what happens next
- Then in ClickFunnelsCreate Opportunity
- AndUpdate or Create Contact
Zoft + ClickFunnels
What Zoft can do with ClickFunnels.
- 01Voice agentsA phone agent can use ClickFunnels actions such as Create Opportunity and Update or Create Contact during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update ClickFunnels while it talks to the customer.
- 03WorkflowsStart a workflow when “One-Time Order Paid” happens in ClickFunnels, or use ClickFunnels as any step on the canvas.
- 04AI employeesAn AI employee can find and use ClickFunnels actions on its own, and ask for your approval before it sends or changes anything important.
Actions 7
Things Zoft can do in ClickFunnels.
- Search ContactsLook up contacts by ID or email
- Custom API CallMake a custom API call to a specific endpoint
- Apply Tag to ContactApply a tag to a contact if it doesn’t already exist.
- Create OpportunityCreate a new opportunity for a contact.
- Remove Tag From ContactRemove a specific tag from a contact.
- Update or Create ContactSearches for a contact by email and updates it, or creates a new one if not found.
- Enroll a Contact Into a CourseCreate an enrollment for a contact in a course.
Triggers 8
Events in ClickFunnels that can start a workflow.
- One-Time Order PaidTriggers when a customer pays a one-time order.
- Contact IdentifiedTriggers when a new contact is identified by email/phone.
- Contact Submitted FormTriggers each time a contact submits a form (opt-in or order).
- Contact Completed CourseTriggers when a contact completes a course.
- Subscription Invoice PaidTriggers when a subscription invoice is paid.
- Contact Suspended From CourseTriggers when a contact is suspended from a course.
- Scheduled Appointment Event CreatedTriggers when a scheduled appointment event is created.
- Course Enrollment Created for contactTriggers when a course enrollment is created for a contact.
Setup
Connect ClickFunnels in three steps.
- 01ConnectChoose ClickFunnels in Connections and enter the account details ClickFunnels asks for, such as a store name or token.
- 02Put it to workAdd ClickFunnels as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
ClickFunnels on Zoft, answered.
What can Zoft do with ClickFunnels?
Zoft supports 7 actions and 8 triggers for ClickFunnels. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect ClickFunnels to Zoft?
Choose ClickFunnels in Connections and enter the account details ClickFunnels asks for, such as a store name or token.
Can a voice agent or chat agent use ClickFunnels?
Yes. Once ClickFunnels is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in ClickFunnels without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.