Sending Data From Lightspeed VT to ClickFunnels
These are the steps to send data from Lightspeed VT to Clickfunnels when events occur within your system, such as an user creation or an user update. It can update the user information in Clickfunnels for marketing or follow up purposes. If you are not sure what Zapier is, or how it can be utilized, please read about it here.
Things you will need:
- An account with LightSpeed VT with API services enabled
- An integrated Zapier account
- A Clickfunnels account
Click the “Make a Zap!” button to get started.
To send data to Clickfunnels, your LightSpeed VT account will do the triggering. Use the search box to find LightSpeed VT form the list of available triggers or click on the app if it is already available within the “Your Apps” section.
The next step is to select the triggering event. “User Created” or “User Updated” are the 2 current options. Once you have chosen which trigger you would like to use, you can click “Save + Continue”.
You will be prompted to connect your LightSpeed VT account to Zapier. Click “Connect“.
A new pop up window will appear, requesting your LightSpeed VT API/Zapier credentials.
You can retrieve the needed credentials from the “Zapier Credentials” section in the LightSpeed VT API control panel.
Once you enter the credentials and click “Yes, Continue”, you will be taken to a confirmation screen.
Press “Save + Continue“, then click on “Fetch & Continue“. It will now test the connection and load the test data.
If successful, it will return a confirmation screen. Just click “Continue“.
You are now in the “Action” phase of the setup process. Search for “Clickfunnels” in the “Choose an Action App” section
Select the desired action from the list of ClickFunnels actions and click “Save + Continue“.
Just as you did earlier with your LightSpeed VT account, you need to connect your ClickFunnels account to Zapier. Unless you already connected your ClickFunnels account. Press the “Connect an Account”
and enter your ClickFunnels credentials in the popup.
Once you have entered your information, you can close the pop up window and return to the main window.
click “Save + Continue”
Now you will set up the template, adding the LightSpeed VT fields into the new Clickfunnels contact.
Press the drop down button to show the list of available fields and select them from the list:
After this step is complete, press ‘Continue’ at the bottom.
It will show a preview of the test data in the next step based on the template you set up in the previous step. Review this and press Send Test To Clickfunnel’ when done.
Once the test is complete, review it in Clickfunnels and press ‘Finish’ in Zapier.
Name your Zap and turn it on. The integration is now complete.