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.
Categories
Pipedrive and ActiveCampaign can also be integrated using automation tools other than zapier:
When this trigger fires in Pipedrive
Triggers when a deal newly matches a Pipedrive filter for the first time.
Then this action happens in ActiveCampaign
Creates a new contact, or updates an existing contact.
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
First, we need to connect Pipedrive and ActiveCampaign to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Connect ActiveCampaign to Zapier.
Give Zapier 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 Zapier.
Set up a Trigger action for Pipedrive
Choose the following trigger: Deal Matching Filter (Triggers when a deal newly matches a Pipedrive filter for the first time.).
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive 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 or update contacts on ActiveCampaign when new deals are added to a stage on Pipedrive!
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 deal is created or existing deal is updated.
Creates a new deal.
Creates a new person.
Creates a new activity.
Creates a new lead.
Updates an existing deal.
Creates a person.
Pipedrive alternatives
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