Pipedrive
ActiveCampaign
zapier

An automated workflow using zapier

Connects Pipedrive + ActiveCampaign

Add or update contacts on ActiveCampaign when new deals are added to a stage on Pipedrive

About this workflow template

This automation scenario allows you to connect Pipedrive and ActiveCampaign

It can be build using Zapier, a no-code workflow automation tool. Zapier 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.

Pipedrive and ActiveCampaign can also be integrated using automation tools other than zapier:

Diagram

Add or update contacts on ActiveCampaign when new deals are added to a stage on Pipedrive
Workflow diagram: Pipedrive + ActiveCampaign integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

Deal Matching Filter in Pipedrive

Triggers when a deal matches a Pipedrive filter.

Then this action happens in ActiveCampaign

ActiveCampaign

Create or Update Contact in ActiveCampaign

Creates a new contact, or updates an existing contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add or update contacts on ActiveCampaign when new deals are added to a stage on Pipedrive.

Part I

Configure Applications

First, we need to connect Pipedrive and ActiveCampaign to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

  • Connect ActiveCampaign to Zapier.

    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 Pipedrive

    Set up a Trigger action for Pipedrive

    Choose the following trigger: Deal Matching Filter (Triggers when a deal matches a Pipedrive filter.).

  • Then set up an Action for ActiveCampaign

    Then set up an Action for ActiveCampaign

    Choose this action: Create or Update Contact (Creates a new contact, or updates an existing contact.).

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 Pipedrive and ActiveCampaign.

  • 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 Add or update contacts on ActiveCampaign when new deals are added to a stage on Pipedrive!

Supported triggers and actions

  • ActiveCampaign

    New contact added to list

    Triggers when a new contact is added to a list.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New or updated contact

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

    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.

    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 deal added or updated

    Triggers when a new deal is created or existing deal is updated.

    zapier
    triggerbyzapier
  • Pipedrive

    Create deal

    Creates a new deal.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Pipedrive

    Create person

    Creates a new person.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Pipedrive

    Create activity

    Creates a new activity.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Pipedrive

    Create lead

    Creates a new lead.

    zapierintegrately
    actionbyzapierintegrately
  • Pipedrive

    Update deal

    Updates an existing deal.

    zapierautomateiointegrately
    actionbyzapierautomateiointegrately
  • Pipedrive

    Create a person

    Creates a person.

    integromat
    actionbyintegromat

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