Funnel One

Enrollments

Global rulesi

Workspace-wide rules — active workflow rules plus signal-triggered engagement.

Active rules

Signal-triggered rules

When a signal fires, take this engagement action.

Concurrent enrollment

Whether a contact can be active in more than one flow at a time.

Visitor intenti

Auto-enroll an identified contact into a sequence when they hit a high-intent page. Applies workspace-wide.

Guardrails

Workspace-wide guardrails on who and when the system contacts a contact.

Unenrollment rulesi

Conditions that pull a contact out of any sequence. Applies workspace-wide.

Sequence governancei

Control how sequences are reviewed and how overlapping sequences are handled before contacts enroll.

Lead capture forms

Embeddable, on-brand lead-capture forms. Every submission lands as a Company & Contact in the funnel.

Server-based collector

Send leads to Funnel One from your own website, backend, or any external system.

Captured leads

Inbound leads captured from your forms and the lead-ingest API.

Meeting forms

Concierge booking forms — a prospect picks a time and the right rep gets routed the meeting.

Booked meetings

Every meeting a prospect books through your meeting forms — routed rep, time, and status.

Prospect	Company	Owner rep	Meeting time	Status	Meeting form	Booked
No meetings booked yet Once a prospect books through one of your meeting forms, it lands here — with the routed rep, time, and status. Build a form and drop the embed on your site to start.

Pipeline Velocity

avg days to outcome

Open Rate

Reply Rate

Booked Rate

Enrolled

Signals

Tasks

Replies

Conversion Funnel

Signal ROI

Signal Type	Count	Enrolled	Replied	Booked

Coming soon

Your integrations

Personal accounts connected to your user — used for reply tracking and inbox sync.

Gmail

Track replies from sequence contacts via your inbox

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Connecting grants Funnel One access to your Google data (Gmail and Google Calendar), used only to power your inbox sync and meeting booking — never sold, used for ads, or used to train generalized AI models. See our Privacy Policy.

Google Meet

Per-rep video links minted on the routed rep’s Google Calendar at booking · no workspace setup

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Meet links are minted on your own Google Calendar at booking — connected via your Gmail/Google account above. No workspace-wide connect step. Meeting forms can select Google Meet as their conferencing option.

Per rep Available on every meeting form.

Workspace integrations

Connect Funnel One to Slack, your data layer, and other workspace-wide services.

Slack

Lead notifications, AE task delivery, bot commands

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Credentials source: —

Leads Channel
—

Bot Status
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Team Inboxes

Gmail inboxes connected by other members of your workspace — used for org-wide reply tracking and inbox sync.

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API Keys

Connect Funnel One to your own tools — bring in leads, sync your CRM, and let AI agents work with your data

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Create one key and choose what it can do — send in leads, read or update companies and contacts, or connect an AI agent over MCP.

Developer details

Authenticate every request with an Authorization: Bearer amp_… header.
Leads & CRM objects: POST /api/v1/leads, /api/v1/companies, /api/v1/contacts
MCP agents: POST /mcp/messages

Web Scraper

Scans store websites for app installs and tech changes

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Managed by Funnel One The scraper runs on Funnel One's workers — no per-tenant credentials needed.

CSV Uploads

Upload enrichment data from Clay

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domain

Store domain, e.g. example.com

sw_monthly_visits

SimilarWeb monthly visits

sw_global_rank

SimilarWeb global rank

Drop CSV here or browse

Download sample CSV

Uploading…

HubSpot

CRM contact sync · first source for contact enrichment (CRM waterfall)

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Credentials source: —

When connected, HubSpot is the first source for contact enrichment. The unified waterfall checks your CRM before any paid discovery service.

Access Token (Private App) HubSpot Pipeline

Required HubSpot Permissions

Create a Private App in HubSpot with these scopes:

crm.objects.deals.read — Read deals
crm.objects.companies.read — Read company domains
crm.schemas.deals.read — Read deal pipelines

Webhook Setup

In your Private App → Webhooks tab, set:

Target URL: https://app.funnelone.ai/webhooks/hubspot

Event subscriptions needed: deal.creation, deal.propertyChange

How to create a Private App →

Next auto-sync: 2:30 AM ET daily

Zoom

Org-level Zoom meetings via Server-to-Server OAuth · one connection for the whole workspace

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Connect once for the whole workspace via Server-to-Server OAuth. Every rep books as host through this Zoom account (no per-rep sign-in). Once connected, meeting forms can select Zoom as their conferencing option.

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	Domain	Name	Industry	Location	Employees	Revenue	Stage	SW Visits/mo	Signals	Contacts	Sequence	Last Signal	Added

Date	Status	Fetched	Matched	Skipped

Title	Tags	Updated	Actions

Member	Role	Team	Type	Actions

Email	Role	Status	Gmail	Last login	Actions

NOTIFICATION	IN-APP	SLACK

Segments

Tasks

Orchestrate

Global rulesi

Active rules

Signal-triggered rules

Concurrent enrollment

Visitor intenti

Guardrails

Unenrollment rulesi

Sequence governancei

Trigger

Name your sequence

Data

Signals

Create Signal

Edit Stage

Events

Fields

Active CRM

Object Mappings

Mappings

Conflict Log

Add Mapping

Add Custom Field

Forms

Lead capture forms

Server-based collector

Captured leads

Meeting forms

Booked meetings

Manual Scan Run

Connect Slack

Connect HubSpot

Connect Zoom

Analytics

Conversion Funnel

Signal ROI

Experiments

What’s new

Integrations

Your integrations

Gmail

Google Meet

Workspace integrations

Slack

Team Inboxes

API Keys

Web Scraper

CSV Uploads

HubSpot

Zoom

F1 Admin

Settings

Account

Profile

Membership

Email

Appearance

Theme

Notifications

My connections

Gmail

Call device settings

Lifecycle

General rules

Stages

Won/Loss & qualification reasons

SLAs

Scoring

Assignment

Ownership rules

Named accounts

Coverage

No routing pods yet

Routing Pods

Distribution policy

Overflow & sweeps

GTM Taxonomy

Regions