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Effortlessly Integrate ClickFunnels with Google Sheets Using Zapier

Published on Feb 28th, 2024

Mastering the integration of ClickFunnels with Google Sheets via Zapier can revolutionize your workflow, streamline data management, and enhance the productivity of your marketing efforts. This powerful trio – ClickFunnels, Google Sheets, and Zapier – when combined, serve as a dynamic tool for capturing leads, tracking customer journeys, and analyzing data in real time.

Let's break down the process into simple steps for an efficient setup.

Step 1: Sign up for ClickFunnels, Google Sheets, and Zapier
Before you start, ensure you have active accounts on ClickFunnels, Google Sheets, and Zapier. Sign up if you haven’t already; each service offers various plans tailored to your business needs.

Step 2: Create a New Zap
Log in to your Zapier account, and click the 'Make a Zap' button. This action initiates the process of creating a new automation, known as a ‘Zap’.

Step 3: Set up the Trigger
Choose ClickFunnels as the trigger app. You'll then select the specific trigger event, such as 'New Contact Activity' or 'New Successful Purchase'. Continue to configure the trigger by choosing the corresponding funnel and funnel step within ClickFunnels.

Step 4: Connect Your ClickFunnels Account
When prompted, log in to your ClickFunnels account to authorize Zapier to access your data. This step is crucial to enable seamless data transfer between the two platforms.

Step 5: Set up the Action
After setting up the ClickFunnels trigger, choose Google Sheets as the action app. Decide on the action you want to take – commonly 'Create Spreadsheet Row'. Next, you'll configure the action by selecting the specific Google Sheet and worksheet where you want the data to be sent.

Step 6: Map out the Data
Zapier will display a list of ClickFunnels data fields that you can map to corresponding columns in your Google Sheet. Here, match the data points you want to log (e.g., Email, Name, Purchase Amount) with the correct columns.

Step 7: Test Your Zap
Before going live, Zapier provides the option to test your Zap. This step is critical to ensure that data is flowing correctly from ClickFunnels to your Google Sheet. If the information appears in the designated row and column correctly, you’re good to go.

Step 8: Activate Your Zap
Once tested, activate your Zap. With your Zap running, data from ClickFunnels will automatically populate in your Google Sheet in real-time, providing you with instant access to your customer information.

Optimize Your Funnel Performance
Harnessing the real-time data syncing between ClickFunnels and Google Sheets can reveal insights into your sales funnel performance, help in tracking conversions, and facilitate better decision-making based on real-time analytics.

Furthermore, the automation capabilities of Zapier relieve the burden of manual data entry, allowing you to focus more on campaign strategy and less on administrative tasks, thus pushing your business towards greater efficiencies and success.

If you encounter any issues during the setup, both Zapier and ClickFunnels offer comprehensive support and resources to guide you through the process.

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