All switching guides
ClickFunnelsUpStack
Moving from ClickFunnels, step by step
Rebuild one funnel first and test it with a small amount of traffic before moving the rest.
Packs and moves
- Contacts with email, name and phone
- Tags you use to track funnels
Rebuild on arrival
- Funnel pages as pages
- Order forms and checkout
- Email follow-up as automations
The route
- 1
Start a free trial
The trial is free for 14 days and needs no card, so you can test the move before you commit.
- 2
Export from ClickFunnels
Export your contacts as a CSV file.
- 3
Import into UpStack CRM
Upload the file, match the columns and add a tag that names where the batch came from. Spot-check a few contacts afterward.
- 4
Rebuild what does not move
Start with the one page or automation that earns the most, test it, then do the next.
- 5
Cancel the old tool
Keep ClickFunnels for a month in case you need to look something up, then cancel.
Comparing first? Read UpStack CRM vs ClickFunnels, or see how to import contacts cleanly.
