Connect CRM Lead Capture to ClickFunnels

Estimated Time of Completion: 1 hour

Your Doer is able to connect your CRM and ClickFunnels so that any email leads can be fed automatically into ClickFunnels.  

This step is tech-y and something you don’t need to be doing as a busy Founder. 

Simply let your Doer know your details and they’ll make the connection for you so you don’t have to worry about it in the future!

TO BRIEF YOUR DOER:

If you're utilising the Project Management Tool; * Basecamp, add this as a task to your project's To Do's

• You'll need to describe the task. We'd recommend 'Connect [your CRM] Lead Capture to ClickFunnels: MF0024'
• Assign the To Do to your Doer
• Set a Due Date
• Add notes: 
  • You can provide your Doer with this URL in order to provide them with context on the task
  • You don't need to provide too many other notes for this task - just ensure your Doer has access/logins to both your ClickFunnels account and your CRM account
  • If there is any other information you'd like to provide, add this to the notes. If you have extensive notes or something that might be best accompanied with a visual aid, we'd recommend recording a Loom.