For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/create/funnels/add-pipeline-to-funnel.md.
  • English

      • How do I put the lead in a pipeline from the funnel?

      The Pipeline step puts the lead in a pipeline stage when they go through a funnel trigger, for example when they leave their contact on a capture page. You choose the pipeline and the stage, connect the trigger, and that's it: there is no automation to create or activate.

      Role: any user with access to the funnel in the workspace can edit it. See permissions.

      Before you start: the funnel must be open in the builder, and the pipeline must have at least one stage.

      Steps

      1. Open the funnel in the builder.
      2. Drag the connection from a step trigger (for example, Contact Captured on a capture page) and drop it on empty space. Choose Pipeline. You can also create the step on its own, by right-clicking the canvas, and connect the trigger later.
      3. In How do you want to start?, choose Use an existing pipeline and click the pipeline. Create pipeline opens the pipelines screen in a new tab; when you come back to the funnel, the new pipeline shows up in the list.
      4. In Which stage does the lead enter?, choose the stage and click Use this stage.

      The card shows the pipeline, the stage and the Active status. From then on, every lead that goes through the connected trigger enters the chosen stage: if they don't have a card in that pipeline yet, the card is created in the stage; if they do, the card is moved to it.

      Which triggers can be connected

      The Pipeline only accepts triggers like Contact Captured and Purchase Approved from a page, contact capture from a quiz or webchat, and Meeting booked from a calendar. Triggers that only take the visitor to another page (like Form Submission, scroll, click or quiz completed) are refused with a warning.

      The connection to the Pipeline doesn't take the trigger's redirect: the same Contact Captured can take the visitor to the thank-you page and, at the same time, put the lead in the pipeline. You can connect several triggers to the same card.

      Change the stage or remove

      • To change the pipeline or the stage, open the card menu and click Change pipeline or stage. Leads that go through the trigger after that enter the new stage.
      • To stop putting leads in the stage, delete the connection or remove the card. The pipeline and the cards already created stay where they are.

      If it didn't work

      • The card shows Choose a stage: open the card menu, click Change pipeline or stage and choose the stage.
      • The card asks you to connect a trigger: there is no connection yet. Connect a trigger like Contact Captured.
      • The lead was already in a later stage of the same pipeline: their card doesn't go back to an earlier stage.
      • The stage has passing rules (like required fields): the card is only moved if it meets the stage rules.