How ClickFunnels Integrations Automate Your Business

Todd and Matt show how to connect ClickFunnels to email platforms like ConvertKit and ActiveCampaign, payment processors, Slack, and Zoom without needing Zapier. Native integrations handle most workflows; Zapier works as a backup for custom systems.
Chapters
All right, bingo. How are we everybody? What's up Funnel Hackers? Good to see you all here today. There we go. Room is open. Everybody starts to roll in. Great to see you. I'm sorry. I got hiccups. I don't know what that is, but, and I don't know how to get rid of them. If you guys have a cool hiccup hack on how to get rid of hiccups, throw that in the chat for me, please. They've been plaguing me for like 10 minutes, but good to be with you guys for another awesome Training Tuesday. We're going to stick on the common trend, My good buddy Matthew is here with us. Matt's gonna walk us through some incredible things that everybody has in their account right now, but probably aren't utilizing to their fullest. And that's all of our integrations. We have a healthy amount of integrations inside of your ClickFunnels accounts. So you can, any softwares, anything that you're using, you can really implement automation, free up your time. Go put your toes in the sand somewhere nice. I think that's all what we're looking for as business owners. So without further ado, let's bring Matt up. Good to see you, Matt.
It's good to see you, man. I was about to come on real quick and try to scare you real quick and go, boo, see if that helps with your hiccups.
You— I, I would— I wish I would have let you because they are just being stubborn.
That's too funny, man. It's all good. Let's, uh, I'll take over the reins so you can try to drink some water upside down. That also helps.
Oh, that'll do. I'll go try it.
Yeah, but, uh, yeah, let's talk, let's talk about, um, direct— some integration. So integrations and, uh, direct integrations, and there's another type of integrations that I'll talk about here in a minute, um, that will help you. They will help automate things so that you don't have to be going in doing, uh, always be doing manual operations. Um, ClickFunnels and the internet marketing world is not made for manual operations anymore. You have to You have to be able to directly integrate this stuff and jump in there and just let the, let the AI and let the integrations, let the API do the work for you because it's going to make life so much simpler, so much easier for you. That's why we have, uh, programs like AWeber, we have, uh, ConvertKit, GetResponse, different email automations that you can set up, uh, autoresponders with. And that's really going to help you guys as you move forward. So you're going to set up emails, you're going to set up tagging operations, you're going to set all this cool stuff up. So Let me see if I can figure out how to share screen real quick. I think this works there. So if you guys are in ClickFunnels already, or if you're not, this will be a little in— kind of a little idea, kind of show you what you can do. So you're always going to go to your settings, and then you're going to go to—
how'd you get there, Matt?
Yeah, if I could— you want to make sure you're in your workspace that you're working in, and then you're going to go to the set— I believe the user settings. I think it's a completely different place.
Yeah, go back top left, it'll take you back to your dashboard one more time.
Oh, workspace, come on.
No, hit that little— yeah, there it is.
I had pulled it up, uh, oh, there. Okay, now, yeah, now you can see it.
So it's okay, the bottom left, workspace settings.
Yep. So once you're there, then you can click into workspace settings, and then you're going to come over here and you're going to see a whole bunch of different things in the workspace settings in the sidebar. You're going to go to Integrations. Okay, so once you're in here, you're going to see a list of all the kind of the pre-canned integrations, and there's a lot of them. I've been around ClickFunnels for a long time, and there used to just be a handful of these. They've created so many. Uh, so there are some really smart people out there in the dev world who are going through and they're, they're making contact with all these different companies and they're saying, hey, can we, can we work with you guys? Can we set up an API? And we set up this direct integration to make all of our customers' lives easier on our side and on yours, right? So what you're going to do, you're going to come in here. I'll probably kind of pull a few of these and kind of talk a little bit about them and just what you can do, but not, not all of them because we don't have like that much time, right? So you might have AWeber. I've used AWeber in the past. That's, uh, you set up autoresponders with that. Same thing with, uh, programs like, uh, ConvertKit or GetResponse. Something like those, right? So you're going to go in here, you're going to— I'm not actually going to go through and connect it, but you would get an API key from the other one, plug that in, click proceed, it'll connect, and you're good to go. All of these are going to be extremely similar to that process. So once you do that, now you're connected and you can go into your workflows and set up a, uh, set up a flow, if that makes sense. So, but those, like, you, you can see how many there are. Like, there's so many of these that are going to make life so much simpler. Twilio, um, I found out is not on this list. You have to set that up through Message Hub. And then, uh, all of your— what do you call those, um, merchant accounts? So if you have like Stripe or PayPal, those are not here. Those are going to be set up in Payments.ai. But correct, other than that, you've got all these and you can go in and set all these up. So how's those hiccups going?
Oh, the hiccups are much better. I drank some water upside down. All right, literally went to a couch and tried it and it actually worked. I love Slack as an integration. New customer is created and I Slack it out to my team. If you're using Slack, man, Zoom, I'm a huge fan of the Zoom integration. If you're running webinars in any way, shape, or form, as somebody registers on my funnel, I can, without using Zapier, I don't need to use Zapier anymore. I literally bring Zoom into ClickFunnels and now through my workflows, I can be choosing which webinars they're actually registering for. It's all connected in-house.
Yep. And there's other ones even like WebinarFuel, which is, uh, one that— that's, uh, I forget, I forget the guy's name. Anthony.
Anthony runs that. Yep.
Anthony runs that. And once you set that up, you can connect directly to them. So when somebody registers, it'll register over on their system. And it's really nice if you, if you're using somebody like WebinarFuel. I'm not sure if we still have them or not, but we used to have, um, uh, EverWebinar, WebinarJam used to be in here. Yeah, same thing. It just makes things so nice to have something like that. So webinar, it looks like GoToWebinar and WebinarFuel.
And so, oh, and that's a great thing to point out too, we always have a search up top, gang. So if you know what you're looking for, just use that search, makes it a lot easier.
They're also in alphabetical order.
And so yes, they are, but that list is growing every single day with our active integration. So save a little time if you know what you're looking for.
Yeah, right. So if there's something— speaking of which, if there's something in here that you're— that you can't find and it's some strange system that, you know, maybe it only worked— there's a— I worked with a client one time that worked— he was like, I think he worked with realtors or worked with somebody, I forget exactly what, but there's like— realtors have like some like special super secret squirrel systems that they use for their CRMs and everything. So a lot of times you won't— you may not find that in here.. But you can use programs like Zapier. Um, so that's the next big thing there is if you go to Zapier, you can find pretty much— I would almost venture to say pretty much anything. So I know we talked about this one other time, I think it was the two of us, we were talking— you were talking about how Zapier is— it kind of connects two islands. Um, and you're in the middle, so you got like ClickFunnels, which is that island, but it's not talking to the people on the other island that are over here somewhere. And then you've got Zapier. So you connect Zapier in the middle to one and connect Zapier to the other one, and then you can, you can make that connection with Zapier. So when somebody takes an action on one, like they opt in or they purchase something, then Zapier will help make that connection where it'll send all the data, the info, custom information, tagging information. It'll send it over there. You can also use that, use Zapier to do really cool things like create a spreadsheet. You can— it'll do, it'll do so many different things. I like— once you go down the rabbit hole of using Zapier, um, it's— it kind of becomes a— it becomes a big thing because it does. Yeah, it can be. When I first started using it, it was a little bit intimidating, but once you start playing around with it, you're like, holy crap, this is powerful. And I love what— what it— you'll love what it can do.
Um, but yeah, but for most, for most use cases of most people, there's enough here in our active integrations where you shouldn't even have to start out with Zapier, right? One thing we say a lot here is success loves speed, and we want to do everything we can to foster an environment that success can't stay away from. So to put that in normal human terms, we're being as speedy as possible, getting over as many hurdles as possible to get to launch, to get to doing the thing. So everybody should be able to be served by these active integrations at the very least to get you started.
Right, right there. Yeah, you can use these to get, to get your things going. You can use the workflows, the automations. That's what's really going to put this thing into overdrive. Um, I did— you want to come up with a couple examples? Like, we can come up with some real-life examples of where and how they would work. We may not have all of the integrations set up on this particular account. I'm not sure how much I would show inside of our ClickFunnels account, but this is like our— this is our forward-facing behind-the-scenes account, and there's probably not a lot set up behind here.
So, but you know, the use case that I see a lot, Matt, is somebody will come in and you might have an existing business, and that means you might have like a third-party autoresponder. Yes, ClickFunnels has workflows. Yes, they're awesome. Yes, you don't need any third-party workflows or autoresponders, but Maybe getting started, you're like, Dante, I have everything set up in ActiveCampaign. I don't really wanna rebuild. I don't wanna migrate that stuff right now. I will in the future, but I have a funnel built and I wanna launch and do the thing. Great. Just hook in your ActiveCampaign or AWeber or, or GetResponse, whoever it is that you're using, just hook that in. Use the things you already have set up, build the funnel, launch the funnel, and then you can migrate later on. Yep. Another one is Zoom. I see Zoom is used every single day by all of our experts, our digital creators, the, the webinar hosts doing dramatic demonstrations. That Zoom is amazing. No longer do I have to set up any zaps, or I don't have to go manually adding people to Zoom webinars, do any of that. I just integrate my Zoom. I put my Zoom integration in my workflow., and everybody who registers for my webinar that week gets added to that webinar inside of Zoom. And it's great because now I can utilize the Zoom emails. I can have Zoom send an email 24 hours before, 3 hours before, and 1 hour before. And it's the typical Zoom email that everybody's used to seeing. No external connections. You don't need any tech. You don't have to learn Zapier, none of that. So hook in everything that you have. Hook it in as an integration, even if you don't use it. Hook it in. It's ready, it's available for you, and it's the easiest thing in the world to do. Once you do it once, you'll be like, oh, I'm an expert.
Yeah, I really believe that, um, like you said, you were— speed of implementation, speed of getting live. Um, use Zapier as a, uh, I don't want to say a last resort, but only if you really need to, um, because it will slow— it'll slow you down a little bit.. But if you can get something up and live with, with an existing— like, say I use ActiveCampaign, I've got a lot of, you know, some automation set up in there that it's really simple to just go and, oh hey, let's, let's connect that right there. It looks like ActiveCampaign's there. Let's, let's plug this in and make it work. You know, that one you need a couple different things, but you get the idea. Plug it in and then all you have to do is go into the workflow, set it up. Uh, when somebody opts in, they're going to get tagged over there, they're going to get added to a list, they're going to get added to everything that needs to happen on that end. And it's— it just makes life simpler and quicker.
So it's— yeah, I think final thing I would note on that is we have help docs for every single integration you might want to do. So like in that case Matt just showed, it asked for a URL and an API key. If you're not sure what those are or where to find them, just go to help.myclickfunnels.com. Again, that's help.myclickfunnels.com, and that'll bring you over to our help doc library. You're going to be able to just type in the integration you're looking for, like maybe ActiveCampaign. Just type it in, and we have a whole doc that shows you where to go, how to get the things, what they are. You just do what we show you, boom, you're integrated.
Looks like this once you guys go there. Just come over here and search for it and say ActiveCampaign. How does that set, you know type in something like that, see how it works. So integrating with ActiveCampaign, I think it looked like it came in different, uh, different languages as well. Come through here, watch the videos, what, you know, step by step.
This will get you through what you need to do. Yep, 100%.
For every integration, we have a doc that shows you exactly how to do it.
Yep.
So yeah, I'm— I, I think there's so many— there's endless possibilities. I would say pick one. You know, come up with, uh, you know, one of the— one thing that you, you're like, I want this, I need this. What integrations do I have available to me? And just start, you know, don't even worry about making it work at first. Just integrate one and see how the process works, and then take the next step, you know, as, as you see fit. So that way you're not overwhelming yourself.
100%, could not agree more, Matt.
Awesome.
Well, that was a pretty short and sweet one, gang. Short and sweet but unbelievably powerful. Make sure to add your integrations to your account. And like Matt was saying, if you ever don't see an integration there that you want to use, you can go to our feature request board. Uh, I don't remember the URL off the top of my head, but a really quick Google search will get you to the feature request board. And then you can add a feature, say, hey, I'd love for this integration to be available. We actually have a whole team that actively works on this every single day, 40 hours a week, all about integration. So we'd love to hear from you on what you might want added so that you can maximize your automations, make your life a little bit easier. On that note, we always want We want to hear from you. If you're enjoying these Training Tuesdays, if they're a help, if they're a benefit for you, we'd love to hear that. If they're not, we'd love to hear that. We wanna hear from you. Training Tuesdays is built by funnel hackers for funnel hackers. So we wanna hear everything, including what you might wanna see in the future. If you have things that you're working on right now and I don't understand this part of ClickFunnels, I don't understand how this works, how do I do this thing the best? Whatever you might be struggling with right now, please let us know. We watch these comments rigorously, and you really help craft the future and the direction and what we're talking about in these trainings. If we have an opportunity to make a training that is going to serve you and help you where you're at right now, we absolutely are going to do that. So please, this is not a time to lift up your book and try and stay hidden from the teacher. We want to help you. Please let us and help us do that.
Matt, anything else from you, my friend? I wish there was, um, but yeah, I get— find, find the one and just get out there, play around with it. Just be, be open to learning new things and trying new software and making life easier. Use, use the tools that are at your disposal to make your lives easier and do the work for you behind the scenes, because you're going to get tired of the manual stuff.
Use the automations as you have them. 100%. Couldn't have said it better myself. On that note, we will let you guys go. Thanks for being with us on a beautiful Tuesday. Looking forward to seeing you next time. Cannot wait to see your responses. We'll catch you soon, gang.
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