How to Integrate ClickFunnels with Salesforce

by

In this post, we will learn how to integrate ClickFunnels with SalesForce. ClickFunnels allows you to create beautiful sales funnels and landing pages that increase conversion rates and help you make more sales. But what if you could take things one step further by integrating ClickFunnels with Salesforce?

Salesforce is the world’s leading CRM (customer relationship management) platform. CRMs are essential for businesses of all sizes as they help track customer data, manage customer interactions, and automate sales and marketing processes. By integrating ClickFunnels with Salesforce, you can unlock the full potential of both platforms and take your business to the next level.

How to Integrate ClickFunnels with Salesforce

Salesforce integration is simple and only takes a few minutes to set up. Once you have your ClickFunnels account and your Salesforce account, follow these steps:

  1. Log in to your ClickFunnels account and click on the “Account” tab at the top of the page.
  2. Under the “Integrations” section, click on “Salesforce.”
  3. Enter your Salesforce username, password, security token, and API key. The API key can be found under Your Name > Setup > Apps > API in Salesforce.
  4. Once you have entered all the required information, click on the “Login to Salesforce” button.
  5. You will be redirected to Salesforce where you will need to grant access to ClickFunnels. Click on the “Allow” button to continue.
  6. That’s it! You have successfully integrated ClickFunnels with Salesforce.

Now that you have set up the integration, let’s take a look at some of the benefits: 

The Benefits of Integrating ClickFunnels with Salesforce

By integrating ClickFunnels with Salesforce, you can: 

  • Automatically add new leads from ClickFunnels into Salesforce 
  • Send contact information from Salesforce into ClickFunnels 
  • Create custom fields in ClickFunnels that are populated by data from Salesforce 
  • View detailed reports on your funnel performance on both platforms 
  • And much more! 

Final Thought 

If you’re an internet marketer who uses both ClickFunnels and Salesforce, then integrating the two platforms is a no-brainer. Doing so will unlock the full potential of both tools and help you take your business to the next level. The process is simple and only takes a few minutes to complete.