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ClickFunnels 2.0 Make integrationAutomate ClickFunnels 2.0 with Make.
What if every new contact, form submission and order in your funnels reached the rest of your stack on its own? The ClickFunnels 2.0 Make integration gives you 14 modules, 3 of them instant triggers. This page shows you how to connect your account and build a first working scenario.
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What can the ClickFunnels 2.0 Make integration do for you?
The ClickFunnels 2.0 Make integration links your ClickFunnels workspace to Make, a no-code tool where you build a scenario: an automation made of modules, each module being one brick such as a trigger, an action or a search. Your funnel events then start work in your other apps, and those apps can write back contacts and orders.
Hand every new order to your back office. Watch orders fires the moment an order or invoice is created, updated, completed or deleted. A coaching business can use it to open a client file in its project tool, or to post a message to the sales channel, without anyone copying details by hand.
Keep one clean contact list across tools. When a lead signs up in a webinar tool or a booking app, Create or update a contact matches the person by email and either adds them or refreshes their record, so the same buyer never shows up twice in your workspace.
Answer privacy requests properly. Redact a contact wipes the name, phone number and other personal details while keeping the record, which fits a data removal request where you still need the order history. If your leads also live in a base, the Airtable Make integration shows how to connect that side too.
What Make does not cover here: there is no module for funnels, pages or products themselves, only contacts, orders and form submissions. For anything else, Make an API call reuses your connection to reach other parts of the ClickFunnels API. ClickFunnels often has an n8n node too; the n8n vs Make comparison lays out the differences, and Make training helps if this is your first scenario.
How do you connect ClickFunnels 2.0 to Make?
- 01
Add a ClickFunnels 2.0 module
In your scenario, add any ClickFunnels 2.0 module and click Create a connection. A connection is your ClickFunnels account linked to Make once and reused by every ClickFunnels module. On an instant trigger, click Create a webhook first.
- 02
Name the connection
The Connection name field is optional, but a clear name such as your workspace name helps when you run several ClickFunnels accounts or when a teammate opens the scenario later and has to pick the right one.
- 03
Paste your credentials
Enter the credentials you copied from ClickFunnels, or follow the instructions Make shows on screen. You need an active ClickFunnels account and a Bearer API token; for the advanced setup, the Client ID and Client secret of a platform application.
Build your first scenario with ClickFunnels 2.0
GoalWhen a lead signs up in another app, Make creates or updates that person as a contact in ClickFunnels 2.0.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + in the middle of the canvas. Pick the app where your leads come in and choose its trigger module.
- 02
Add the ClickFunnels module
Click the + on the right of that first module, search for ClickFunnels 2.0 and pick Create or update a contact. Click Create a connection to link your account.
- 03
Map the email
The email is what the module uses to find an existing contact, so map it from the first module. Each bundle, one lead passing from one module to the next, then fills the module with that lead's data.
- 04
Test with Run once
Create a test lead in the first app, then click Run once. Make runs the scenario one time and shows the bundles each module received; check that the contact appears in ClickFunnels.
- 05
Schedule and switch it on
Set the schedule on the first module, every 15 minutes by default, and switch the scenario on. Each module run on a bundle counts as one operation on your Make plan.
What starts a ClickFunnels 2.0 scenario?
3 modules start a scenario when something happens in ClickFunnels 2.0. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by ClickFunnels 2.0 as soon as it happens.
Watch contacts
Instant triggerIn Make“Triggers when a contact was created, changed, or deleted.”
Watch contacts gives your scenario a live feed of your audience: it starts whenever a contact is created, changed or deleted in your workspace, and passes that contact along as a bundle.
Watch form submission
Instant triggerIn Make“Triggers when a form submission was created.”
Form submissions from your funnels land straight in Make with this trigger, so a new lead can be followed up while their interest is still fresh.
Watch orders
Instant triggerIn Make“Triggers when a order or invoice was created, deleted, completed, or updated.”
With Watch orders, every sale in ClickFunnels becomes a signal for the rest of your business: the trigger starts when an order or invoice is created, updated, completed or deleted.
What else can Make do in ClickFunnels 2.0?
ClickFunnels 2.0 gives you 11 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create a contact
ActionIn Make“Adds a contact to your workspace.”
Create a contact adds a brand new person to your ClickFunnels workspace from data that lives elsewhere, ready for your funnels and emails.
Create or update a contact
ActionIn Make“Creating or updating a contact by email required.”
Your contact list stays free of duplicates with this module: it looks the person up by email, then adds them or refreshes their details.
Delete a contact
ActionIn Make“Deleting a contact by their ID.”
Delete a contact removes a person from your workspace completely, using their contact ID, so your lists only hold people you still work with.
Get a contact
ActionIn Make“Retrieves the details of a contact by their ID.”
Get a contact brings back the full record of one person when you already hold their ID, so later modules can use the details you need.
Get an order
ActionIn Make“Retrieves the details of an order by its ID.”
This module pulls the details of a single order by its ID, which gives your invoice, shipping or reporting step everything it needs to work with.
Make an API call
ActionIn Make“Perform an arbitrary authorized API call.”
Make an API call lets you reach any endpoint of the ClickFunnels API with the connection you already set up, which covers what the listed modules leave out.
Redact a contact
ActionIn Make“Destroying all personally identifiable information for a contact, including their name and phone number, but does not delete the contact record itself.”
Redact a contact erases the personal information of a person, including name and phone number, while the contact record itself stays in place.
Update a contact
ActionIn Make“Updates a contact by their ID.”
Update a contact changes an existing record found by its ID, so the record stays current as your prospect moves along.
Update an order
ActionIn Make“Updates an order by its ID.”
Update an order edits an existing order by its ID, keeping ClickFunnels in line with what happens after the sale in your other tools.
Search contacts
SearchIn Make“Searches for contacts.”
Search contacts finds people in your workspace and returns zero, one or several bundles, one per contact that matches your search.
Search orders
SearchIn Make“Searches for orders.”
With Search orders you pull a set of orders out of ClickFunnels, one bundle per match, to feed a report or a reconciliation.
Need help automating ClickFunnels 2.0 with Make?
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