An automated workflow using zapier
Connects Credit Repair Cloud + ActiveCampaign
Add ActiveCampaign contacts to automation for new clients in Credit Repair Cloud
About this workflow template
This automation scenario allows you to connect Credit Repair Cloud and ActiveCampaign
It can be build using Zapier, a no-code workflow automation tool. Zapier 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
Credit Repair Cloud and ActiveCampaign can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Credit Repair Cloud
New Client in Credit Repair Cloud
Triggered when you add a new client.
Then this action happens in ActiveCampaign
Add Existing Contact to Automation in ActiveCampaign
Adds an existing contact into any automation.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add ActiveCampaign contacts to automation for new clients in Credit Repair Cloud.
Part I
Configure Applications
First, we need to connect Credit Repair Cloud and ActiveCampaign to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Credit Repair Cloud to Zapier.
Give Zapier access to your Credit Repair Cloud account, using Credit Repair Cloud credentials.
Connect ActiveCampaign to Zapier.
Give Zapier 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 Zapier.
Set up a Trigger action for Credit Repair Cloud
Choose the following trigger: New Client (Triggered when you add a new client.).
Then set up an Action for ActiveCampaign
Choose this action: Add Existing Contact to Automation (Adds an existing contact into any automation.).
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 Credit Repair Cloud 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 ActiveCampaign contacts to automation for new clients in Credit Repair Cloud!
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
Adds a new lead.
actionbyzapierintegratelypabbly-connectCreate client
Adds a new client.
actionbyzapierintegratelypabbly-connectChange client
Updates a client.
actionbyzapierChange lead
Updates a lead.
actionbyzapierCreate affiliate
Adds a new affiliate.
actionbyzapierintegratelypabbly-connectCreate invoice
Adds a new invoice to client.
actionbyzapier
Apps you need
ActiveCampaign alternatives
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