This automation scenario allows you to connect Daylite 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
Daylite and ActiveCampaign can also be integrated using automation tools other than integromat:
When this trigger fires in Daylite
Triggers when a new person is created in Daylite.
Then these actions happen in ActiveCampaign and ActiveCampaign
Shows the details of an contact.
Creates a new contact or updates an existing contact.
Updates list status for a contact.
Creates or updates a custom field value for the given contact.
This guide contains information on how to set up an automatic workflow that allows to Create a new contact in ActiveCampaign from a new contact in Daylite.
Part I
First, we need to connect Daylite and ActiveCampaign to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Daylite to Make.com.
Give Make.com access to your Daylite account, using Daylite credentials.
Connect ActiveCampaign to Make.com.
Give Make.com access to your ActiveCampaign account, using ActiveCampaign 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 Daylite
Choose the following trigger: Watch New Contact (Triggers when a new person is created in Daylite.).
Then set up an Action for Daylite
Choose this action: Get a Contact (Shows the details of an contact.).
Then set up another Action for ActiveCampaign
Choose this action: Create/Update a Contact (Creates a new contact or updates an existing contact.).
Then set up another Action for ActiveCampaign
Choose this action: Update Contact's List Status (Updates list status for a contact.).
Then set up another Action for ActiveCampaign
Choose this action: Create/Update a Contact's Custom Field Value (Creates or updates a custom field value for the given contact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Daylite 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 Create a new contact in ActiveCampaign from a new contact in Daylite!
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 person and optionally an associated company.
Creates a new opportunity associated with a person or company.
Creates a new task.
Creates a new contact.
Creates a new Project.
Creates a new appointment.
ActiveCampaign 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.