Click Funnels + Convertri Integration

Integrate Click Funnels to Convertri in one click, or tell Integrately AI how you want each submission handled. Capture leads, create and update contacts, enroll participants, and track sales opportunities automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Click Funnels
    Course lesson is updated in Click Funnels Instant
  • Click Funnels
    Blog post is published in Click Funnels Instant
  • Click Funnels
    Blog post is deleted in Click Funnels Instant
  • Click Funnels
    Course is created in Click Funnels Instant
  • Click Funnels
    Course is updated in Click Funnels Instant
  • Click Funnels
    Course is published in Click Funnels Instant
  • Click Funnels
    Course section is created in Click Funnels Instant
  • Click Funnels
    Course is deleted in Click Funnels Instant
  • Click Funnels
    Course section is updated in Click Funnels Instant
  • Click Funnels
    Course section is published in Click Funnels Instant
  • Click Funnels
    Course lesson is deleted in Click Funnels Instant
  • Click Funnels
    Contact is created in Click Funnels Instant
  • Click Funnels
    Course lesson is created in Click Funnels Instant
  • Click Funnels
    Course lesson is published in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Community post is created in Click Funnels Instant
  • Click Funnels
    Comment is created on community post in Click Funnels Instant
  • Click Funnels
    Sales opportunity is created in Click Funnels Instant
  • Click Funnels
    Sales opportunity is updated in Click Funnels Instant
  • Click Funnels
    Sales opportunity Stage is changed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is closed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is Deleted in Click Funnels Instant
  • Click Funnels
    Blog post is created in Click Funnels Instant
  • Click Funnels
    Contact is updated in Click Funnels Instant
  • Click Funnels
    Contact is deleted in Click Funnels Instant
  • Click Funnels
    Contact completed course in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Contact is unsubscribed in Click Funnels Instant
  • Click Funnels
    Product is created in Click Funnels Instant
  • Click Funnels
    Product is updated in Click Funnels Instant
  • Click Funnels
    Tag is added to contact in Click Funnels Instant
  • Click Funnels
    Tag is removed from contact in Click Funnels Instant
  • Click Funnels
    Product variant is created in Click Funnels Instant
  • Click Funnels
    Product variant is updated in Click Funnels Instant
  • Click Funnels
    Blog post is updated in Click Funnels Instant
  • Click Funnels
    Purchase is created in Click Funnels Instant
  • Convertri
    Purchase is added in Convertri Instant
  • Convertri
    Form is submitted in Convertri Instant
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2.
  • Click Funnels
    Create contact in Click Funnels
  • Click Funnels
    Search contact in Click Funnels
  • Click Funnels
    Update contact in Click Funnels
  • Click Funnels
    Delete contact in Click Funnels
  • Click Funnels
    Create tag in Click Funnels
  • Click Funnels
    Enroll a contact into a course in Click Funnels
  • Click Funnels
    Apply tag to contact in Click Funnels

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Ready Workflows Ready Workflows for Click Funnels + Convertri Integration

Capture submissions, create contacts, update records, enroll students, and manage leads, all in just one click.

Most popular automationmost-popular-automations
Convertri + Click Funnels Integration

Create Click Funnels contact for new Convertri response

Automatically creating Click Funnels contact for new Convertri response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Click Funnels contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Click Funnels + Convertri flow

Sync your core funnel data with e-commerce, payment, marketing, and scheduling tools to streamline your entire operational stack. Pick a combination and activate it in one click.

Click Funnels
Convertri
+
ShopifyShopify (8)
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
CalendlyCalendly (8)
+
ZoomZoom (8)
+
Google SheetsGoogle Sheets (8)
C
C
S
When a Convertri form is submitted, create a contact in Click Funnels and add a customer in Shopify.
Convertri form submissions instantly generate Click Funnels contacts and Shopify customers without manual entry.
C
C
S
When a Convertri purchase is added, enroll the contact in a Click Funnels course and create a Shopify order.
New Convertri purchases trigger Click Funnels course enrollments and generate matching Shopify orders automatically.
C
S
C
When a Click Funnels course enrollment is created, update the Shopify customer record and log the Convertri submission.
Click Funnels course updates keep your Shopify customer records current and log original Convertri submissions.
C
S
C
Create a Shopify follow-up task when a new Click Funnels contact is created from a Convertri submission.
New Click Funnels contacts generated from Convertri submissions automatically open follow-up tasks in Shopify.
C
C
S
If a Convertri form submission includes VIP tier, create a priority contact in Click Funnels and add a tagged customer in Shopify.
VIP Convertri submissions apply priority tags in Click Funnels and create tagged high-value customers in Shopify.
C
S
C
When a Click Funnels sales opportunity is closed, update the Shopify customer record and log the Convertri purchase.
Closed Click Funnels sales update Shopify customer profiles and record successful Convertri transactions.
C
C
S
Use ChatGPT to summarise every new Convertri form submission, create a contact in Click Funnels, and update Shopify customer notes.
ChatGPT summarises Convertri form data, creating structured Click Funnels contacts and detailed Shopify customer notes.
C
C
S
A
When a Convertri form is submitted, create a contact in Click Funnels, add a customer in Shopify, and create a project task in Asana.
Convertri form submissions create Click Funnels contacts, add Shopify customers, and open onboarding tasks in Asana.

Supported triggers and actions for Click Funnels and Convertri

Mix and match to build the exact automation you need

Click Funnels
Click Funnels Triggers & Actions
Instant
Course lesson is updated in Click Funnels
Triggers the automation when a lesson in a course is updated
Try it →
Instant
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
Try it →
Instant
Blog post is deleted in Click Funnels
Triggers the automation when a blog post is deleted
Try it →
Instant
Course is created in Click Funnels
Triggers the automation when a new course is created
Try it →
Instant
Course is updated in Click Funnels
Triggers the automation when a course is updated
Try it →
Instant
Course is published in Click Funnels
Triggers the automation when a course is published
Try it →
Instant
Course section is created in Click Funnels
Triggers the automation when a new section is created in a course
Try it →
Instant
Course is deleted in Click Funnels
Triggers the automation when a course is deleted
Try it →
Instant
Course section is updated in Click Funnels
Triggers the automation when a section in a course is updated
Try it →
Instant
Course section is published in Click Funnels
Triggers the automation when a section in a course is published
Try it →
Instant
Course lesson is deleted in Click Funnels
Triggers the automation when a lesson in a course is deleted
Try it →
Instant
Contact is created in Click Funnels
Triggers the automation when a new contact is created
Try it →
Instant
Course lesson is created in Click Funnels
Triggers the automation when a new lesson is created in a course
Try it →
Instant
Course lesson is published in Click Funnels
Triggers the automation when a lesson in a course is published
Try it →
Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment in a course is created
Try it →
Instant
Community post is created in Click Funnels
Triggers the automation when a new community post is created
Try it →
Instant
Comment is created on community post in Click Funnels
Triggers the automation when a new comment is posted on a community post
Try it →
Instant
Sales opportunity is created in Click Funnels
Triggers the automation when a new sales opportunity is created
Try it →
Instant
Sales opportunity is updated in Click Funnels
Triggers the automation when a sales opportunity is updated
Try it →
Instant
Sales opportunity Stage is changed in Click Funnels
Triggers the automation when the stage of a sales opportunity is changed
Try it →
Instant
Sales opportunity is closed in Click Funnels
Triggers the automation when a sales opportunity is closed
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Instant
Sales opportunity is Deleted in Click Funnels
Triggers the automation when a sales opportunity is deleted
Try it →
Instant
Blog post is created in Click Funnels
Triggers the automation when a new blog post is created
Try it →
Instant
Contact is updated in Click Funnels
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in Click Funnels
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact completed course in Click Funnels
Triggers the automation when a course contact is completed
Try it →
Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment is created in the particular course
Try it →
Instant
Contact is unsubscribed in Click Funnels
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Product is created in Click Funnels
Initiates when a new product is create
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Instant
Product is updated in Click Funnels
Activates when a product is modified
Try it →
Instant
Tag is added to contact in Click Funnels
Triggers when a tag is assigned to a contact
Try it →
Instant
Tag is removed from contact in Click Funnels
Activates upon removal of a tag from a contact
Try it →
Instant
Product variant is created in Click Funnels
Initiates when a new product variant is created
Try it →
Instant
Product variant is updated in Click Funnels
Activates when a product variant is modified
Try it →
Instant
Blog post is updated in Click Funnels
Triggers the automation when a blog post is updated
Try it →
Instant
Purchase is created in Click Funnels
Triggers the automation when a new purchase is created
Try it →
Create contact in Click Funnels
Adds a new contact to the database
Try it →
Search contact in Click Funnels
Finds and retrieves contact information
Try it →
Update contact in Click Funnels
Updates contact information with new details
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Delete contact in Click Funnels
Removes a contact from the address book
Try it →
Create tag in Click Funnels
Generates a new tag
Try it →
Enroll a contact into a course in Click Funnels
Enrolls a contact into a course
Try it →
Apply tag to contact in Click Funnels
Tag a contact
Try it →
Convertri
Convertri Triggers & Actions
Instant
Purchase is added in Convertri
Triggers the automation when a new purchase is created
Try it →
Instant
Form is submitted in Convertri
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Click Funnels + Convertri?

Streamline your sales funnels by connecting landing page submissions and purchases directly to your CRM and operational workflows.

What you can automate?
🔄
Sync form submissions to CRM contacts automatically
Convert incoming Convertri form submissions into newly created Click Funnels contacts the moment a prospect submits their details.
📑
Capture every submitted landing page field
Map all available form answers into separate columns and fields instead of only capturing basic names and email addresses.
🔔
Alert your team the second a lead arrives
Send instant notifications to your sales channel or team members whenever a high-value prospect completes your funnel.
🔀
Route submissions based on submitted criteria
Perform different actions or apply specific tags depending on dropdown selections or tiered choices made in your forms.
✏️
Keep customer records updated as details change
Ensure existing contact profiles reflect recent updates across both your landing page interactions and CRM database.
🔍
Search and update instead of creating duplicates
Look up existing records before writing new data, preventing duplicate contact entries in your marketing database.
💳
Manage later status changes and purchases
Trigger automated workflows when purchases are confirmed, course enrollments happen, or payment statuses update.
🔗
Extend your workflow to external apps
Connect your core funnel flow to Google Sheets, Shopify, Stripe, or Mailchimp to power your complete business stack.
And much more...

Who is Click Funnels + Convertri integration for?

Marketing and sales professionals connect Click Funnels and Convertri to eliminate manual data entry, accelerate lead routing, and maintain accurate funnel analytics.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
High-volume business owners
High-volume business owners
Course creators
Course creators
Operations directors
Operations directors
📈
Performance marketers
You're running multi-channel campaigns but your reporting sheet only updates when someone manually exports form data, so the conversion metrics you're optimising against are always a few hours behind — automating both apps means every new submission lands in your tracking sheets instantly and your data stays current.
Sales representatives
You need to reach out to inbound landing page leads immediately, but form details sit unread in your funnel builder until someone checks the dashboard — integrating these apps means every new submission triggers instant contact creation so you can follow up while interest is peak.
🤝
Agency account managers
You answer to clients who want to see real-time lead generation progress across their custom sales funnels, but compiling manual reports takes hours every week — connecting these apps means client dashboards update automatically and progress is always transparent.
🚀
High-volume business owners
The volume of landing page submissions and purchases is too high for anyone to keep up with by hand, leading to missed customer records and delayed fulfillment — this integration means every transaction and form entry flows directly into your CRM without manual intervention.
🎓
Course creators
You own the student onboarding experience and depend on someone upstream to hand over customer details when a purchase occurs, causing frustrating onboarding delays — automating both apps means student enrollments trigger immediately the moment payment is confirmed.
📋
Operations directors
You need a reliable history of all funnel interactions and keep finding gaps where submissions failed to transfer between your landing page builder and CRM — with this integration, every record is captured accurately with zero missing data points.
Our team

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Why choose Integrately to automate Click Funnels + Convertri

Build and manage your Click Funnels + Convertri automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Click Funnels + Convertri with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Click Funnels to Convertri?
Frequently Asked Questions
You can connect Click Funnels to Convertri using 1-click setup on Integrately, or ask Integrately AI to build your automation workflow. It links your landing pages and marketing funnels seamlessly with 1,500+ other apps.
Can I automatically create Click Funnels contacts from Convertri form submissions?
Frequently Asked Questions
Can I connect Click Funnels, Convertri, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Click Funnels and Convertri?
Frequently Asked Questions
How does Click Funnels handle contact data during a Convertri integration?
Frequently Asked Questions
How does Convertri trigger actions in Click Funnels?
Frequently Asked Questions
Can I set up this automation without writing any code?
Frequently Asked Questions
Is the Click Funnels and Convertri integration free?
Frequently Asked Questions
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You Can Also Connect Click Funnels or Convertri With 1500+ Other Apps

Click Funnels
Popular Click Funnels Integrations
Connect Click Funnels to CRMs, email marketing tools, and customer support software to manage and nurture your leads.
Convertri
Popular Convertri Integrations
Sync Convertri with reporting tools, project management apps, and financial software to keep your business data unified.
See All
Convertri Integrations arrow right
No popular apps found