Learn how to integrate your account with SalesForce
What you will need:
- Yat minimum, subscribed to their $150 Lightening Enterprise plan
- (either optin or order form) must include at minimum 3 fields set to: first name, last name, email.
Step 1. Integrate SalesForce with your ClickFunnels Account.
- Select "Integrations" from your Account Menu
- Click "New Integration"
- Select SalesForce
- Enter a Nickname
- Enter your account information when prompted
What you can do now
If you require further assistance, you can click the support icon in the bottom-right corner of this page.