Teamleader
ActiveCampaign
integromat

An automated workflow using integromat

Connects Teamleader + ActiveCampaign

Create or update contacts in ActiveCampaign from new companies in Teamleader

About this workflow template

This automation scenario allows you to connect Teamleader 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.

Teamleader and ActiveCampaign can also be integrated using automation tools other than integromat:

Diagram

Create or update contacts in ActiveCampaign from new companies in Teamleader
Workflow diagram: Teamleader + ActiveCampaign integration

How it works?

When this trigger fires in Teamleader

Teamleader

Watch Companies in Teamleader

Triggers when a new company is added.

Then these actions happen in ActiveCampaign and ActiveCampaign

Teamleader

Get a Company in Teamleader

Gets information about a company.

ActiveCampaign

Create/Update a Contact in ActiveCampaign

Creates a new contact or updates an existing contact.

ActiveCampaign

Create/Update a Contact's Custom Field Value in ActiveCampaign

Creates or updates a custom field value for the given contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create or update contacts in ActiveCampaign from new companies in Teamleader.

Part I

Configure Applications

First, we need to connect Teamleader and ActiveCampaign to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Teamleader to Make.com.

    Connect Teamleader to Make.com.

    Give Make.com access to your Teamleader account, using Teamleader credentials.

  • Connect ActiveCampaign to Make.com.

    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 Teamleader

    Set up a Trigger action for Teamleader

    Choose the following trigger: Watch Companies (Triggers when a new company is added.).

  • Then set up an Action for Teamleader

    Then set up an Action for Teamleader

    Choose this action: Get a Company (Gets information about a company.).

  • Then set up another Action for ActiveCampaign

    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

    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

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 Teamleader 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 Create or update contacts in ActiveCampaign from new companies in Teamleader!

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.

    zapierpipedream
    triggerbyzapierpipedream
  • 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 contact task

    Triggers when a new contact task is created.

    zapierpipedream
    triggerbyzapierpipedream
  • Teamleader

    Create contact

    Creates a new contact.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Teamleader

    Get a contact

    Gets information about a contact.

    integromat
    actionbyintegromat
  • Teamleader

    Create company

    Creates a new company.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Teamleader

    Create deal

    Creates a new deal.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Teamleader

    Link contact to company

    Links a contact to a company.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Teamleader

    Get a company

    Gets information about a company.

    integromat
    actionbyintegromat

Apps you need

Make.com

Make.com

Automation Platforms

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