ActiveCampaign
Salesforce
Reply.io
integromat

An automated workflow using integromat

Connects ActiveCampaign + Salesforce + Reply.io

Search for an ActiveCampaign contact in Salesforce, create an SF lead and Reply.io contact and push it to a sequence

About this workflow template

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.

Diagram

Search for an ActiveCampaign contact in Salesforce, create an SF lead and Reply.io contact and push it to a sequence
Workflow diagram: ActiveCampaign + Salesforce + Reply.io integration

How it works?

When this trigger fires in ActiveCampaign

ActiveCampaign

Watch Contacts in ActiveCampaign

Triggers when a new contact is created.

Then these actions happen in Reply.io and Reply.io

Salesforce

Search for Records in an Object in Salesforce

Searches for records in an object that matches the specified search query.

Salesforce

Create a Record in an Object in Salesforce

Creates a new record in an object.

Reply.io

Create a Contact and Push It to Campaign in Reply.io

Creates and pushes a contact to the selected campaign.

How to set up this workflow

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

Configure Applications

First, we need to connect ActiveCampaign, Salesforce and Reply.io to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect ActiveCampaign to Make.com.

    Connect ActiveCampaign to Make.com.

    Give Make.com access to your ActiveCampaign account, using ActiveCampaign credentials.

  • Connect Salesforce to Make.com.

    Connect Salesforce to Make.com.

    Give Make.com access to your Salesforce account, using Salesforce credentials.

  • Connect Reply.io to Make.com.

    Connect Reply.io to Make.com.

    Give Make.com access to your Reply.io account, using Reply.io credentials.

Part II

Build an integration workflow

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

    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

    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

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • ActiveCampaign

    New contact added to list

    Triggers when a new contact is added to a list.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New automation webhook

    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.

    zapierpipedream
    triggerbyzapierpipedream
  • ActiveCampaign

    New or updated contact

    Triggers when a new contact is added or existing contact's details are updated.

    zapier
    triggerbyzapier
  • ActiveCampaign

    Tag added or removed from contact

    Triggers when a a Tag is added or removed from a Contact

    zapier
    triggerbyzapier
  • ActiveCampaign

    Watch contacts

    Triggers when a new contact is created.

    integromat
    triggerbyintegromat
  • ActiveCampaign

    New contact task

    Triggers when a new contact task is created.

    zapierpipedream
    triggerbyzapierpipedream
  • Salesforce

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create lead

    Creates a new lead in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create contact

    Creates a new contact in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapierintegrately
    actionbyzapierintegrately
  • Salesforce

    Find record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    zapier
    actionbyzapier

Apps you need

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.