ClickFunnels Automation

ClickFunnels has a variety of automation features that link lead generation, websites and landing pages to email marketing, funnels and email marketing.

Workflows is ‘s automation tool that allows third-party platforms to be integrated into an automation flow.

Platforms can also be integrated with third-party platforms, like Zapier Webhooks.

Takeaways from

  • The core automation feature of ClickFunnels is called Workflows.
  • Workflows that integrate native assets with marketing on third-party platforms
  • Users must subscribe to the Pro Plan for API Access.

ClickFunnels 2.0 Automation: Workflows

ClickFunnels’ 2.0 primary automation tool is the Workflow. It has features such as:

  • Triggers
  • Actions
  • Email
  • Split tests
  • Delays
  • Third-party platform Integration
  • Tags
  • Segmentation

These tools are used to trigger Workflows and create marketing flows.

How to create ClickFunnels 2.0 workflow automation

This is the process to automate Workflow:

  1. ClickFunnels – 2.0 – Select “Marketing.”
  2. Click on “Workflows”.
  3. Select “Add New Workflow” next.
  1. Enter the desired name in the box and choose the run type.
  2. Select “Create Workflow” when you are finished.
  1. Selecting a trigger is the first step. Click on the “No Trigger Sets” box.
  2. Click “+ Add Trigger.”
  3. Click “Create Trigger” and select the options you want from the dropdown box. Slide the toggle to active.
  1. You can choose an action to be performed by the workflow after the trigger is set. This can be done from the menu on the right.
Then, you can continue adding actions and delays to your automation until you are ready to publish it.

  1. Click the toggle to the right of the workflow you wish to publish.

ClickFunnels Automation 2.0: Third-Party Automating

Zapier Webhooks are the best way to automate platforms that use third-party services.

There are currently no native Zapier Integrations.

Keep this page saved as ClickFunnels is constantly working to improve its integrations. We’ll update the page as soon as they change their offerings.

How to create ClickFunnels 2.0 third-party automation

Users must subscribe to Zapier in order to use this method

These are the steps to create a webhook.

  1. Zapier will open.
  2. Click “Add a new Zap.”
  3. Click on “Webhook.”
  4. Click “Catch Hook” in the drop-down menu.
  5. Click “Continue” to continue.
  1. Enter the text you want to trigger in the “Triggers” box. If not, click “Continue.”
  1. Select the action that you would like to take place.
  1. You can connect your ClickFunnels webhook by going to your dashboard, and selecting “Settings.”
  2. Click on “Webhooks”.
  3. Fill out the Name, Event Types, and URL before clicking “Create Endpoint.”

ClickFunnels 2.0 Automation: Email

ClickFunnels has a number of email automation features that allow businesses to create sequences and flows.

Email automation can be created in a variety of ways.

  • Abandon cart
  • Order confirmation
  • Promotional Content
  • Invites
  • Newsletters

How to create ClickFunnels 2.0 Email automation

ClickFunnels’ Workflow section allows you to configure and setup all email automation.

The process is identical; the user can create a trigger, and then select the email as the action.

ClickFunnels 2.0 Subscription Required for Automation

ClickFunnels 2.0 offers three types of automation: Workflows, Email Automation, and Webhooks.

All subscription plans include workflows, email automation and webhooks as core features.

Please note that although all users are able to use Workflows without any API access, they cannot integrate third-party platforms.
ClickFunnels 2.0 Subscription Plan Workflows Email Automation Webhooks
The Basic Plan
The Pro Plan
The Funnel Hacker Plan

Pricing of ClickFunnels 2.0


  • 44 Day Risk-Free Test: ClickFunnels users can combine their 14-day Free Trial and 30-day Money-Back Guarantee to enjoy the platform for 44 risk-free days.
  • Annual discount ClickFunnels offers a large discounts between $200 and $3,468 if you subscribe to an annual subscription.
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