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ClickFunnels Classic + Insightly

Create new Insightly records from new successful ClickFunnels Classic purchases

Keep track of all successful purchases in ClickFunnels Classic directly within Insightly through this efficient workflow. Once activated, it springs into action with every new successful purchase made in ClickFunnels Classic, promptly creating a record within Insightly. This smooth process not only assists in organizing your sales data but also promises improved productivity by reducing manual data entry.

Keep track of all successful purchases in ClickFunnels Classic directly within Insightly through this efficient workflow. Once activated, it springs into action with every new successful purchase made in ClickFunnels Classic, promptly creating a record within Insightly. This smooth process not only assists in organizing your sales data but also promises improved productivity by reducing manual data entry.

  1. When this happens...
    ClickFunnels ClassicClickFunnels Classic
    New Successful Purchase

    Triggers when a successful Purchase is made in a Funnel.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Funnel

    • Funnel Step

    Trigger
    Instant
    Try It
    • Funnel

    • Funnel Step

    Trigger
    Instant
    Try It
    • TagRequired

    • EmailRequired

    Action
    Write
    • EmailRequired

    Action
    Write
    • Funnel

    • Funnel Step

    Trigger
    Instant
    Try It
    • ListRequired

    • EmailRequired

    Action
    Write
    • FunnelRequired

    • Funnel StepRequired

    • PageRequired

    • EmailRequired

    Action
    Write
    • ListRequired

    • EmailRequired

    Action
    Write
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About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.
Learn moreHelp

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  • Marketing Automation

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insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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