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Follow-Up Funnel Adding A 3rd Party App

Updated over 3 months ago

Learn to add a third-party app to your follow-up funnel sequence in ClickFunnels.



Prior to getting started, you will need the following:


Step 1: Add Follow-Up Funnel Step

When adding a Follow-Up Funnel Step to a new or existing funnel.

  1. Click on Add Step.

    Add_New_Step_Button_-_Highlighted.png



  2. Enter the Step Name.

    Step_Name_-_HIghlighted.png



  3. Select the 3rd Party App.

    3rd_Party_App_List_-_Highlighted.png



  4. Add filter rules, if desired (optional).

    filter_rules_-_Add_Rule_Group_highlighted.png



  5. Click on the Next button when all required settings on this page are filled out.

    Next_button_-_General_Settings_-_highlighted.png



  6. Choose the desired action out of the available options in the integration section.

    Integration_action_section_-_highlighted.png



    Some actions will require further decisions, such as which list to add the contact to.

  7. Click on the Next button.

    Integration_action_section_-_Next_button_highlighted.png



  8. Determine the schedule of the action (When to Trigger Action).

    Schedule_Page_-_when_to_Trigger_highlighted.png



    Schedule_Page_-_When_to_retreat-__highlighted.png



  9. Review the Follow-up funnel step. Click on Make it Live.

    Make_Live_button_-_highlighted.png

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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