Automated ClickFunnels Customer Onboarding
When someone completes a purchase through a ClickFunnels funnel, WebRun logs the order details, blocks an internal onboarding-call slot on the team's Google Calendar, and drafts a WhatsApp welcome message for a teammate to review before it goes out.
How do I onboard new ClickFunnels customers automatically?
WebRun watches ClickFunnels for new completed orders, blocks an internal onboarding-call slot on your team's Google Calendar, and drafts a personalized WhatsApp welcome message naming the customer and what they bought, leaving it for a teammate to review and send, so every new customer gets a fast, human-approved welcome.
- New customers get a welcome drafted within minutes of buying
- The onboarding call slot is ready before anyone has to ask
- No welcome message goes out without a human checking it first
Built for course creators · coaches · funnel marketers · small business owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.clickfunnels.comin a real browser with your saved login - no setup, no API keys. -
1
ClickFunnels - catch the new order
clickfunnels.com
WebRun opens ClickFunnels to catch the new order. - Open ClickFunnels and check for new completed orders
- Capture the customer's name, email, and the funnel or offer purchased
- Note whether the order needs a kickoff call based on the offer
Done when Every new order today has its customer details captured.
-
2
Google Calendar - block an onboarding call slot
calendar.google.com
WebRun opens Google Calendar to block an onboarding call slot. - Open the team's Google Calendar
- Block an internal onboarding-call slot for the new customer
- Leave the slot marked as unconfirmed until a teammate reaches out
Done when An internal onboarding slot exists for every new order that needs one.
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3
WhatsApp - draft the welcome message
whatsapp.com
WebRun opens WhatsApp to draft the welcome message. - Draft a welcome message using the customer's name and what they purchased
- Save it as a draft for a teammate to review
- Never send the message to the customer directly. A human sends it after checking it
Done when A reviewable welcome draft exists for every new customer.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it message new customers on WhatsApp without me?
No. WebRun only drafts the welcome message. A teammate reviews and sends it, WebRun never messages a customer directly.
Does it book the call on the customer's behalf?
It blocks an internal slot on your team's calendar so someone is free to reach out. It doesn't send the customer a calendar invite itself.
What if the same person buys twice?
It reads each new order from ClickFunnels as it lands, so a repeat purchase gets its own onboarding draft rather than being skipped.
Related templates
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