ClickFunnels 2.0 Automation

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ClickFunnels 2.0 has various automation features linking lead generation, websites, landing pages, funnels, and email marketing.

Workflows, ClickFunnels 2.0’s automation tool, enables third-party platform integration within an automation flow.

The platform also has API access, which enables third-party platform integration, such as Zapier Webhooks.

Key Takeaways:

  • ClickFunnels 2.0’s core feature automation tool is named Workflows
  • Workflows integrate native assets and marketing with third-party platforms
  • For API access, users must be a Pro Plan or above subscriber

ClickFunnels 2.0 Automation: Workflows

Workflows are ClickFunnels 2.0’s primary automation tool, which has the following features:

  • Triggers
  • Actions
  • Email
  • Split tests
  • Delays
  • Third-party platform integration
  • Tags
  • Segmentation

These tools can be used to create marketing flows and trigger other Workflows.

How to Create ClickFunnels 2.0 Workflow Automation

Here’s the process for creating Workflow automation:

  1. From your ClickFunnels 2.0, select “Marketing.”
  2. Click on the “Workflows” tab.
  3. Next, select “Add New Workflow.”
  1. Now enter the name and select your desired run type from the drop-down box.
  2. When complete, select “Create Workflow.”
Create Workflow
  1. The first thing you’ll need to do is select a trigger. Do this by clicking on the “No Trigger Set” box.
  2. Select “+ Add a Trigger.”
  3. Select the options from the drop-down box, slide the toggle active, and click “Create Trigger.”
Add a Trigger
  1. After the trigger has been set, you’ll choose the action you’d like the workflow to perform, which can be done by selecting an action from the right-hand side menu.
workflow to perform
You can then keep adding these actions and delays until you’re ready to publish your automation.
  1. To publish your workflow, simply click the toggle at the top right.
simply click the toggle

ClickFunnels 2.0 Automation: Third-Party Automation

The best way to automate third-party platforms is using Zapier Webhooks.

This is because there currently aren’t native Zapier integrations.

How to Create ClickFunnels 2.0 Third-Party Automation

Here are the steps for creating a webhook:

  1. Navigate to your Zapier account.
  2. Select ‘“Add a New Zap.”
  3. Click “Webhook.”
  4. From the drop-down box, click “Catch Hook.”
  5. Then click “Continue.”
Add a New Zap
  1. If you only require a subset of the data, enter the text in the “Trigger” box; if not, select “Continue.”
select Continue
  1. You can now select the action you’d like to happen.
You can now select
  1. To connect your webhook to ClickFunnels 2.0, you need to go to your dashboard and select “Settings.”
  2. Click on the “Webhooks” element.
  3. Now, fill out the Name, URL, and Event Types before selecting “Create Endpoint.”

ClickFunnels 2.0 Automation: Email

ClickFunnels 2.0 also has a range of email automation tools, which lets businesses create flows and sequences.

Some types of email automation users can create include:

  • Abandon cart
  • Order confirmation
  • Promotional content
  • Invites
  • Newsletters

How to Create ClickFunnels 2.0 Email Automation

All email automation is configured and set up within ClickFunnels 2.0’s Workflow section.

Therefore the process is the same; users can create a trigger and then set the emails as the action.

ClickFunnels 2.0 Subscription Requirements for Automation

There are three automation tools that ClickFunnels 2.0 has: workflows, email automation, and webhooks.

Workflows, email automation, and webhooks are available on all subscription plans as a core feature.

ClickFunnels 2.0 Subscription PlanWorkflowsEmail AutomationWebhooks
The Basic Plan
The Pro Plan
The Funnel Hacker Plan

The pricing of ClickFunnels 2.0:


  • 44-Day Risk-Free Trial – Prospective ClickFunnels 2.0 users can combine the platform’s 14-day free trial with its 30-day money-back guarantee to use it for 44 days risk-free.
  • Annual Discount – ClickFunnels 2.0 offers a large discount of $200-$3,468 per year if a user subscribes to an annual subscription plan.

Frequently Asked Questions

ClickFunnels 2.0 has a powerful automation tool named Workflows that connects all of the platform’s assets as well as third-party platforms, to create marketing automation flows.

To automate a task on ClickFunnels 2.0, users need to go to their dashboard > Select “Marketing” > Click “Workflows” > Choose “Add New Workflow” > Name it and select run type > Click “Create Workflow” > Now select the triggers and actions > When complete, move the toggle to set it as live.

The primary automation tools and email marketing are core features available on all subscription plans. For third-party platform integration and automation, subscribers need API access, which requires a Pro Plan subscription or above.

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  • Samuel Fletcher

    Samuel Fletcher is a entrepreneur with over 15 years in online course development. With an in-depth understanding of online course platforms, including Kajabi, Thinkific, LearnWorlds, and more, he has not only created courses on these platforms but has also assisted others in their course creation journeys. Beyond his hands-on experience, Sam is a passionate blogger, online business mentor, and a proactive contributor to community initiatives. His commitment to excellence and belief in dedication, perseverance, and unwavering commitment drives his success. Recognizing the gap in unbiased, quality information about online course platforms, he co-founded SupplyGem. In addition to his leadership role, Samuel serves as a Technical Writer at SupplyGem, sharing his expertise with a broader audience. Moreover, he's an active member of professional associations such as the Association for Talent Development (ATD), The Learning Guild, and others, underlining his dedication to continuous learning and industry advancement.

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Disclosure: I am an independent ClickFunnels Affiliate, not an employee. I receive referral payments from ClickFunnels. The opinions expressed here are my own and are not official statements of ClickFunnels or its parent company, Etison LLC.

ClickFunnels 2.0