Skip to main content

ClickFunnels to CRM (Migration Guide)

Updated

This guide provides a detailed roadmap for transferring your sales funnels, websites, courses, and other digital assets from ClickFunnels to CRM. The objective is to facilitate a smooth migration, maintain full functionality, and leverage CRM’s powerful marketing features.

 

IMPORTANT: When transitioning from ClickFunnels to CRM, be sure to migrate the following key components:

  1. Courses & Products
  2. Payment Integrations
  3. Forms
  4. Websites & Funnels
  5. Store Funnels
  6. Email Marketing
  7. Contacts



Classic ClickFunnels Menu

ClickFunnels 2.0 Menu

By default, only Funnels, Products, Customers, and Marketing are available. Users can add more apps like Opportunities, Sites, Automation, Courses, and Store.

 

Migrate Courses

The Courses dashboard displays your existing courses, shows extra information about each course, and lets you make new courses. We will recreate course products in CRM.

Step 1: Document Course Structure

  • Log into ClickFunnels 2.0 and List Courses: Document each course in ClickFunnels, including the modules, lessons, and any associated content like quizzes or downloadable files.
  • Note Settings: Record settings such as course status (published, draft), member access, and customization options.

Step 2: Recreate Courses in CRM

Step 3: Post-Migration Check

  • Test Course Access: Ensure that users can access the course correctly, that content is displayed as intended, and that completion tracking works.

 

Migrate Products

Step 1: Export Products from ClickFunnels as a CSV

  • Log into ClickFunnels 2.0: Navigate to Products and use the checkboxes to select the products in the export.
  • Export Products: Click Actions or Bulk actions and select Export from the drop-down menu. Schedule the export in your timezone and click Export Products. Store this for safekeeping

Step 2: Import Products into CRM

  • Import Products into CRM:In CRM, go Payments > Products > Import as CSV in the top left.

 

Migrate Payment Integrations

Payments AI in ClickFunnels 2.0 is an integrated system that handles payments through multiple gateways, such as Stripe, PayPal, Klarna, and others. The integration needs to be created in CRM Payments.

Step 1: Access Payments AI

  • Document Payment Methods: Click on Payments on the bottom left side. In the top navigation bar, click Gateways to open the payment gateway management area.

Step 2: Connect CRM to your Preferred Payment Method

  • Connect Stripe:
    • Log into the CRM sub-account.
    • Go to Payments > Integrations to connect Stripe, then follow the authorization process.
  • Connect NMI
  • Authorize.net

 

Migrate Websites & Funnels

In ClickFunnels, you build and manage sales funnels and websites using the Page Editor and Site Overview. These funnels and websites can be recreated in CRM. 

Step 1: Document Funnel & Website Details

  • List Funnels & Pages: In ClickFunnels, document each funnel and page, including the URL, structure, content, tracking codes, and any integrated forms or payment gateways.
  • Note Specific Settings: Record settings such as themes, style guides, custom CSS, and any additional configurations for each funnel or site.

Step 2:  Import Funnels from ClickFunnels

 

Rebuild Online Stores (E-commerce)

Store Funnels in ClickFunnels manage product sales and checkout processes. These funnels need to be recreated in CRM to maintain e-commerce functionality.

Step 1: Document Store Funnel Details

  • List Store Funnels: Document each store funnel in ClickFunnels, including product details, checkout pages, upsell/downsell pages, and payment integrations.
  • Record Product Settings: Ensure you have all product information, pricing, and any customizations recorded.

Step 2: Recreate Store Funnels in CRM

Step 3: Post-Migration Check

  • Test Purchase Flow: Perform a test purchase to ensure the checkout process works smoothly and all upsells/downsells are functioning correctly.

 

Migrate Email Marketing

ClickFunnels allows for basic email marketing through workflows and broadcasts. In CRM, these can be recreated with more advanced automation and multi-channel engagement options.

Step 1: Document Email Workflows & Broadcasts

  • List Workflows & Broadcasts: Document all email workflows and broadcasts in ClickFunnels, including triggers, email content, and timing.
  • Capture Email Templates: Save copies of all email templates used in ClickFunnels.

Step 2: Recreate Email Sequences in CRM

 

Migrate Contacts

ClickFunnels' Contact Profiles provide a view of each lead’s information, including their email address, tags, custom attributes, and actions within your funnels. Custom attiributes in ClickFunnels 2.0 are custom fields. ClickFunnels Contact Filtering allows users to filter contacts by applying various conditions, such as tags or product purchases.

 

Step 1: Export Contacts

  • Access Contacts in ClickFunnels 2.0: Click Customers from the left-hand main menu. Filter Contacts or check the box at the top of the table to select all Contacts on the current page.
  • Export to CSV: Check the box next to each field for the data you wish to export. Tip: Start with Email, Phone, Name, and Timezone

Step 2: Review Exported Data

  • Verify Data Integrity: Open the CSV files to ensure all necessary information has been captured accurately.

Step 3: Bulk Import Contacts into CRM

  • If you're having trouble bulk importing contacts

 

 

Additional Considerations

Step 1: Training and Support

  • Internal Training: Provide training sessions for team members on using CRM, focusing on new features and differences between ClickFunnels and CRM Funnels, Memberships and Online Stores.
  • Access CRM Support:Ensure your team knows how to find access CRM’s support resources

Step 2: Ongoing Monitoring

  • Monitor Performance: Regularly review the performance of funnels, courses, and email campaigns in CRM to ensure they meet your business needs.
  • Optimize Settings:Use CRM’s analytics tools to identify areas for improvement post-migration.