Follow-Up Funnel Adding A 3rd Party App

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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