An automated workflow using integromat
Connects Copper + ActiveCampaign
Add new Copper leads to ActiveCampaign
About this workflow template
This automation scenario allows you to connect Copper and ActiveCampaign
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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
Copper and ActiveCampaign can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Copper
Listen for Lead Events in Copper
Receives notifications about lead creation/deletion/update.
Then these actions happen in ActiveCampaign and ActiveCampaign
Get Lead in Copper
Gets details for a selected lead ID.
Create a Contact (legacy) in ActiveCampaign
Creates a new contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Copper leads to ActiveCampaign.
Part I
Configure Applications
First, we need to connect Copper and ActiveCampaign to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Copper to Make.com.
Give Make.com access to your Copper account, using Copper credentials.
Connect ActiveCampaign to Make.com.
Give Make.com access to your ActiveCampaign account, using ActiveCampaign 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 Copper
Choose the following trigger: Listen for Lead Events (Receives notifications about lead creation/deletion/update.).
Then set up an Action for Copper
Choose this action: Get Lead (Gets details for a selected lead ID.).
Then set up another Action for ActiveCampaign
Choose this action: Create a Contact (legacy) (Creates a new contact.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Copper and ActiveCampaign.
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 Add new Copper leads to ActiveCampaign!
Related Automation Templates
Supported triggers and actions
New contact added to list
Triggers when a new contact is added to a list.
triggerbyzapierNew or updated contact
Triggers when a new contact is added or existing contact's details are updated.
triggerbyzapierNew 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.
triggerbyzapierpipedreamTag added or removed from contact
Triggers when a a Tag is added or removed from a Contact
triggerbyzapierWatch contacts
Triggers when a new contact is created.
triggerbyintegromatNew contact task
Triggers when a new contact task is created.
triggerbyzapierpipedream
Create lead
Creates a new Lead.
actionbyzapierintegromatintegratelypabbly-connectCreate/update lead
Creates or Updates a Lead depending on the match criteria.
actionbyzapierCreate person
Creates a new Person.
actionbyzapierintegromatintegratelypabbly-connectCreate/update person
Creates or Updates a Person depending on the match criteria.
actionbyzapierGet lead
Gets details for a selected lead ID.
actionbyintegromatCreate activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
actionbyzapierintegromatintegrately
Apps you need
Copper is a game-changing productivity CRM that seamlessly integrates with G Suite, allowing you to effortlessly manage leads, deals, and tasks right from your Gmail inbox.
Copper 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.
