This automation scenario allows you to connect ActiveCampaign, Salesforce, and Reply.io.
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in ActiveCampaign
Triggers when a new contact is created.
Then these actions happen in Reply.io and Reply.io
Searches for records in an object that matches the specified search query.
Creates a new record in an object.
Creates and pushes a contact to the selected campaign.
This guide contains information on how to set up an automatic workflow that allows to Search for an ActiveCampaign contact in Salesforce, create an SF lead and Reply.io contact and push it to a sequence.
Part I
First, we need to connect ActiveCampaign, Salesforce and Reply.io to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect ActiveCampaign to Make.com.
Give Make.com access to your ActiveCampaign account, using ActiveCampaign credentials.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce credentials.
Connect Reply.io to Make.com.
Give Make.com access to your Reply.io account, using Reply.io credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for ActiveCampaign
Choose the following trigger: Watch Contacts (Triggers when a new contact is created.).
Then set up an Action for Salesforce
Choose this action: Search for Records in an Object (Searches for records in an object that matches the specified search query.).
Then set up another Action for Salesforce
Choose this action: Create a Record in an Object (Creates a new record in an object.).
Then set up another Action for Reply.io
Choose this action: Create a Contact and Push It to Campaign (Creates and pushes a contact to the selected campaign.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ActiveCampaign, Salesforce and Reply.io.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Search for an ActiveCampaign contact in Salesforce, create an SF lead and Reply.io contact and push it to a sequence!
Triggers when a new contact is added to a list.
Triggers when a new contact is added or existing contact's details are updated.
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Triggers when a a Tag is added or removed from a Contact
Triggers when a new contact is created.
Triggers when a new contact task is created.
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new lead in Salesforce.
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new contact in Salesforce.
Adds an existing lead to an existing campaign.
Finds a record of a specified Salesforce object by up to two fields and values you choose.
ActiveCampaign alternatives
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.