If you’re looking for a way to automate your marketing processes, then you’ve probably considered using a tool like Zapier to connect various online services. You could use it to email marketing tool A to gather data from your customer database and send automated emails, or you could use it to connect your CRM tool B with Twitter to see what social media activity your sales team is carrying out.

One of the more popular services that is frequently integrated with other applications is the easy-to-use email marketing platform Clickfunnels. It’s a great choice for beginners who want to get started with email marketing and don’t want to waste time learning how to use a separate tool.

Here’s how to integrate Clickfunnels with Zapier. Keep reading for more information.

Step 1: Select the Zapier app.

To begin, click the blue button to the right of the page to open up the app store. In the screenshot below, you’ll see that there are several apps in the vicinity of online marketing and email marketing, including the Clickfunnels app. (You may have to search for it first if it’s not displayed in the nearby menu.)

You’ll then be taken to the app’s page. In the top right corner, you’ll see a hamburger icon. Click this to enter the app’s settings page. Here, you can change the language that will be used throughout the app, connect with social media accounts, and more.

Step 2: Add the Clickfunnels form.

On the left side of the settings page, you’ll see a tab labeled Add new integrations. Click this to add new connections. You’ll see three connection methods: Twitter, Facebook, and Email. (You can connect up to five accounts.)

From the Get Started menu that appears in the top left corner, navigate to the Email Integration option. It’ll take you to a page where you can find and add the email address for the account that you want to associate with Clickfunnels. (You’ll need to verify this email address first by clicking the verification link sent to it.)

Step 3: Configure the connection.

On the left side of the form page, you’ll see a gray area reserved for configurations. In this area, you can configure how the data from one service will be imported into another. (You can also leave this section blank if you don’t want to connect the services at all; however, this may result in some weird quirks in your apps.)

To add the import of a lead from your CRM tool into your email marketing tool, click Add new connection and then select Email in the popup menu. (If you’re already connected to your email marketing tool, it’ll show up as the first choice in the menu.)

You’ll then see a page with the options for how you want to set up the import. Under Settings in the blue menu on the left, you can select how the data from the imported leads will be utilized. (You can choose to either create new contacts or add them to an existing contact list.)

Step 4: Test the connection.

To test your integration, navigate back to the Settings tab and click the button to the right of the page. Here, you can see the list of your connected services. To check that the connection is working, click the Gear icon at the top right corner of the page to view a list of options. (Make sure that the Integrations option is selected on the left side of the page.)

If everything is set up correctly, you’ll see a green checkmark in the top right corner of the page. (You can also click the blue button to the right of the settings tab to see a confirmation message at the top of the screen.)

If you’re still reading, then you’ve probably already noticed that something’s amiss. The link for the email integration seems to be broken. To confirm that the connection is, indeed, working, click the Gear icon again and then select Diagnostics from the resulting menu.

A page with a map will appear showing you the locations where your contacts are. (Make sure that your app’s server is enabled and that you’ve given it the correct permissions.)

More tips

If you want to integrate your email marketing tool with more than one app, then you can use the same process to add another connection. To add a connection to your Instagram for marketing purposes, for example, you’ll need to open up a new app integration. (Remember: you can’t connect the same Instagram account to more than one app at a time.)

If you leave the Configuration section blank, then the connection will be disabled and you won’t have to worry about it again. (This can be useful if you’re trying to keep your apps’ features separate to avoid any confusion or chaos when working with them.)

Keep in mind that you can’t add an Instagram account that you don’t own. If you want to use a service such as Growthoid to gain ownership of an Instagram account, then you can do so by following the instructions in their documentation.

When you’re done, click the blue button to the right of the screen to save the changes.

If you have other services that you want to connect to Clickfunnels, then feel free to use the form again. Just remember that you can only add three connections at a time and that you have to enter a valid email address for each connection you make.