Zapier helps you to join ActiveCampaign with hundreds of the preferred apps, so you possibly can automate your work and have extra time for what issues most—no code required.
Our connection makes it so that you by no means need to import or export contact info once more. Connections — referred to as Zaps — are arrange with no coding expertise in minutes, saving you hours of guide entry. This offers you the facility to completely focus in your prospects journey – from creating new offers robotically when prospects submit your ‘request a demo’ assembly type or, creating a brand new deal job in ActiveCampaign when a gathering will get booked in your Google Calendar, this integration has all the bases lined.
We’ve just lately added a number of new Zapier actions and triggers to make it even simpler so that you can transfer info between your internet apps – verify them out under!
New ActiveCampaign Zapier Triggers
A set off in Zapier is one thing that occurs in an app that you just need to be the beginning of a Zap’s workflow. Take a look at the brand new ActiveCampaign triggers under. You may also see a full checklist of supported ActiveCampaign triggers on this assist article.
| New or Up to date Customized Object File | Triggers when a Customized Object report is created or up to date. |
| Customized Object File Deleted | Triggers when a Customized Object report is deleted in ActiveCampaign. |
| Deal Activity Accomplished | Triggers when a deal job 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 under. You may also see a full checklist of supported ActiveCampaign actions on this assist article.
| Take away Contact from Automation | The contact will probably be faraway from this lively 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 Activity | Creates a contact job. |
| Create or Replace a Customized Object File | Creates a brand new customized object report or updates an current report. |
| 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 will probably be set as Main in case you DO NOT choose a task. |
| Subscribe or Unsubscribe Contact from Record | Subscribes a contact to a listing it’s not related to, or Unsubscribes a contact from a listing they’re related to. |
Wish to know extra in regards to the customized object Zaps?
Customized objects provide the pliability to mannequin, handle, and automate your knowledge in a manner that displays your distinctive enterprise processes. As well as tags and customized fields, they provide help to to assemble the right knowledge construction by extending and amplifying the information you possibly can report in customary objects like Contacts, Accounts, and Offers.
This implies you possibly can utterly customise ActiveCampaign to swimsuit the wants of your rising enterprise, whereas creating higher experiences on your prospects with extra streamlined and related touchpoints.
Clients on the Enterprise plan tier get the unique advantage of having the ability to create their very own customized objects straight throughout the ActiveCampaign platform – no coding experience required. As soon as a customized object is created in your account you possibly can simply create, replace, and bulk import customized object knowledge on to your contact, account or deal data by Zapier.
Usher in much more buyer knowledge by linked apps and instruments.
With customized object Zaps you possibly can usher in just about any knowledge that you just use to run what you are promoting into ActiveCampaign in minutes. Whether or not you handle what you are promoting processes in Google Sheets or any variety of common purposes, these new Zap actions and triggers can help you import knowledge factors from any supported app or device straight into your Contact, Account, or Deal data. Listed here 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.
- File orders or rental particulars and construct customized reviews to guage development.
- Doc service and help requests through varieties and observe subject efficiency.
- Plan occasions and webinars with an entire report of attendance and engagement.
With an entire report of how each buyer has engaged with what you are promoting, you possibly can create highly effective workflows from that knowledge and automate new, 1:1 buyer experiences that make what you are promoting 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 tendencies and relay insights by reviews powered by your distinctive knowledge.
- Use that knowledge in varieties to populate buyer info robotically.
- Personalize any electronic mail marketing campaign despatched from an automation along with your distinctive knowledge.
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 data utilizing any supported app connection, ActiveCampaign has a number of native integrations that already provide the improved performance of customized objects. We suggest saving your Zaps for non-native integrations and utilizing these connections on to get the most effective bang on your buck. Even higher, all plan tiers can entry these enhanced integrations – unlocking enterprise capabilities that can assist you take what you are promoting to the subsequent stage for no extra price.
- 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 usher in 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 facility of enhanced native integrations and customized objects that you just create for what you are promoting – you’ll have an entire view of your buyer info that you should use to automate probably 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. Searching for extra info on customized objects? Be taught extra right here.
