Connecting to ClickFunnels

Setting it up

1. In BMexa go to Marketing › Integrations › ClickFunnels › Add connection. Name it, choose who new leads land with, and copy the webhook URL.
2. ClickFunnels 2.0: Workspace Settings › Webhooks › Add new endpoint. Name it, URL = the BMexa URL, event types form_submission.created, API version V2 › Create endpoint.
3. ClickFunnels Classic: open the funnel › Settings › Webhooks › Manage Your Funnel Webhooks › + New Webhook. URL = the BMexa URL, Event "All Events", Version 1, Adapter "attributes" › Create. Repeat for each funnel.
4. Submit a test entry. The lead appears in Clients and the assignee is alerted.

Field names we understand

You rarely have to rename anything. Name may arrive as name, full_name, your-name, first_name plus last_name, Client Name. Phone may be phone, mobile, tel, contact number, whatsapp. Email may be email or e-mail. Message may be message, notes, comments, enquiry, requirements. City, project, budget, purpose and campaign are matched the same way.

Nested payloads are flattened first, so a Typeform answer list, a Jotform q3_fullName, a Wix data.contact.phone or an Elementor fields.name.value all work. If nothing is labelled, BMexa still picks out anything that looks like an email address or a phone number.

Test it

Submit a test entry on the form, or use "Send a test lead" on the provider page in BMexa, which posts to the same URL a form builder would. The lead should appear in Clients within seconds with the fields in the right places.

What happens when a lead arrives

• The lead is created in Clients within seconds, with the source name on the record and on the alert.
• The person you chose on the connection is assigned and gets an in-app alert (and a browser push if they allowed it). If they turned on Lead alerts on WhatsApp, they also get the lead on WhatsApp from BMexa’s number, or from your own connected number when its card has the lead-alert option on; the client’s phone and email are masked in that message.
• Every field we recognise fills the client record: name, phone, email, city, project, budget, purpose, message, campaign. Any other field is kept as a form field and written to the remarks, so nothing the form captured is lost.
• A phone number that already has an open enquiry does not create a second lead: the message is added as a remark on the existing one, and if it came from a different source a lead clash is raised for the manager to settle.
• Assignment rules, duplicate settings and auto-replies apply to these leads as they ship (see Automations & WhatsApp).