Prior to getting started, you will need the following:
ClickFunnels Platinum Account
Step 1: Add Follow-Up Funnel Step
When adding a Follow-Up Funnel Step to a new or existing funnel.
Click on Add Step.
Enter the Step Name.
Select the 3rd Party App.
Add filter rules, if desired (optional).
Click on the Next button when all required settings on this page are filled out.
Choose the desired action out of the available options in the integration section.
Note: Some actions will require further decisions, such as which list to add the contact to.Click on the Next button.
Determine the schedule of the action (When to Trigger Action).
Review the Follow-up funnel step. Click on Make it Live.
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.