An automated workflow using integromat
Connects Pipedrive + ActiveCampaign
Create contacts in ActiveCampaign when deals are moved to a specific stage in Pipedrive
About this workflow template
This automation scenario allows you to connect Pipedrive 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
Pipedrive and ActiveCampaign can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Deals in Pipedrive
Triggers when a new deal is added or updated.
Then this action happens in ActiveCampaign
Create/Update a 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 Create contacts in ActiveCampaign when deals are moved to a specific stage in Pipedrive.
Part I
Configure Applications
First, we need to connect Pipedrive and ActiveCampaign to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive 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 Pipedrive
Choose the following trigger: Watch Deals (Triggers when a new deal is added or updated.).
Then set up an Action for ActiveCampaign
Choose this action: Create/Update a 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
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 Create contacts in ActiveCampaign when deals are moved to a specific stage in Pipedrive!
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.
triggerbyzapierTag 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 deal added or updated
Triggers when a new deal is created or existing deal is updated.
triggerbyzapier
Create deal
Creates a new deal.
actionbyzapierintegratelypabbly-connectCreate person
Creates a new person.
actionbyzapierpabbly-connectCreate activity
Creates a new activity.
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead.
actionbyzapierintegratelyUpdate deal
Updates an existing deal.
actionbyzapierautomateiointegratelyCreate a person
Creates a person.
actionbyintegromat
Apps you need
Pipedrive 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.
