Zapier enables you to join ActiveCampaign with hundreds of the preferred apps, so you may automate your work and have extra time for what issues most—no code required.
Our connection makes it so that you by no means should import or export contact data once more. Connections — known as Zaps — are arrange with no coding abilities in minutes, saving you hours of handbook entry. This provides you the ability to completely focus in your clients journey – from creating new offers robotically when prospects submit your ‘request a demo’ assembly kind or, creating a brand new deal activity in ActiveCampaign when a gathering will get booked in your Google Calendar, this integration has all the bases lined.
We’ve not too long ago added a number of new Zapier actions and triggers to make it even simpler so that you can transfer data between your net apps – test them out beneath!
New ActiveCampaign Zapier Triggers
A set off in Zapier is one thing that occurs in an app that you just wish to be the beginning of a Zap’s workflow. Take a look at the brand new ActiveCampaign triggers beneath. You can too see a full checklist of supported ActiveCampaign triggers on this assist article.
| New or Up to date Customized Object Report | Triggers when a Customized Object document is created or up to date. |
| Customized Object Report Deleted | Triggers when a Customized Object document is deleted in ActiveCampaign. |
| Deal Process Accomplished | Triggers when a deal activity has been accomplished. |
| Tag Added or Faraway from Contact | Triggers when a tag is added or faraway from a contact. |
New ActiveCampaign Zapier Actions
An motion in Zapier is one thing your Zap does after a set off happens. Supported ActiveCampaign actions are listed beneath. You can too see a full checklist of supported ActiveCampaign actions on this assist article.
| Take away Contact from Automation | The contact shall be faraway from this energetic automation. |
| Add Contact to Account | Provides a contact to an ActiveCampaign account. |
| Add/Take away Tag from Contact | Add or take away a tag from a contact. |
| Create Contact Process | Creates a contact activity. |
| Create or Replace a Customized Object Report | Creates a brand new customized object document or updates an current document. |
| Add Secondary Contact to Deal | With a deal ID and a contact ID, set the corresponding contact as a secondary on the deal. Optionally set the function. If the Deal has no Main contact set, this contact shall be set as Main should you DO NOT choose a task. |
| Subscribe or Unsubscribe Contact from Record | Subscribes a contact to an inventory it’s not related to, or Unsubscribes a contact from an inventory they’re related to. |
Wish to know extra in regards to the customized object Zaps?
Customized objects provide the flexibleness to mannequin, handle, and automate your information in a manner that displays your distinctive enterprise processes. As well as tags and customized fields, they make it easier to to assemble the proper information construction by extending and amplifying the information you may document in normal objects like Contacts, Accounts, and Offers.
This implies you may fully customise ActiveCampaign to swimsuit the wants of your rising enterprise, whereas creating higher experiences to your clients with extra streamlined and related touchpoints.
Prospects on the Enterprise plan tier get the unique good thing about having the ability to create their very own customized objects instantly inside the ActiveCampaign platform – no coding experience required. As soon as a customized object is created in your account you may simply create, replace, and bulk import customized object information on to your contact, account or deal information by way of Zapier.
Herald much more buyer information by way of related apps and instruments.
With customized object Zaps you may herald nearly any information that you just use to run your online business into ActiveCampaign in minutes. Whether or not you handle your online business processes in Google Sheets or any variety of common functions, these new Zap actions and triggers help you import information factors from any supported app or device instantly into your Contact, Account, or Deal information. Listed below are a number of examples of customized object use circumstances:
- Observe contracts and automate inside gross sales duties to enhance effectivity.
- Monitor invoices and fee and ship customized affirmation emails.
- Report orders or rental particulars and construct customized studies to guage development.
- Doc service and help requests through varieties and observe subject efficiency.
- Plan occasions and webinars with an entire document of attendance and engagement.
With an entire document of how each buyer has engaged with your online business, you may create highly effective workflows from that information and automate new, 1:1 buyer experiences that make your online business stand out — and enhance your buyer expertise.
Right here’s what else you are able to do with customized objects:
- Use in automations and ship extra 1:1 communications.
- Observe developments and relay insights by way of studies powered by your distinctive information.
- Use that information in varieties to populate buyer data robotically.
- Personalize any e-mail marketing campaign despatched from an automation along with your distinctive information.
Save your Zaps. A number of apps are already enhanced with customized object performance.
Whereas you should use Zapier to create and replace customized object information utilizing any supported app connection, ActiveCampaign has a number of native integrations that already provide the improved performance of customized objects. We advocate saving your Zaps for non-native integrations and utilizing these connections on to get one of the best bang to your buck. Even higher, all plan tiers can entry these enhanced integrations – unlocking enterprise capabilities that can assist you take your online business to the subsequent stage for no further value.
- Salesforce
- Zendesk Assist
- Calendly
- Eventbrite
- DocuSign
- PandaDocs
- HelloSign
- Look
- Bonjoro
As your favourite apps are enhanced with customized object performance, you’ll have the ability to herald much more touchpoints into the ActiveCampaign platform.
With dozens of supported actions and triggers, the ActiveCampaign Zapier connection unifies your buyer journey so that you will be extra environment friendly and efficient. Coupled with the ability of enhanced native integrations and customized objects that you just create for your online business – you’ll have an entire view of your buyer data that you should use to automate essentially the most related, 1:1 buyer experiences – and speed up your development.
Able to get began?
Take a look at the Zapier for ActiveCampaign app itemizing. On the lookout for extra data on customized objects? Study extra right here.
