Skip to content
  • ActiveCampaign logoActiveCampaign logo
  • Close logoClose logo

ActiveCampaign + Close

Create or update ActiveCampaign contacts from new opportunities in Close status

Keep your sales and marketing efforts in sync by connecting Close and ActiveCampaign. This workflow activates when a new opportunity reaches a specific status in Close, and then creates or updates a contact in ActiveCampaign. Stay organized and ensure your contacts are always up-to-date with this seamless automation.

Keep your sales and marketing efforts in sync by connecting Close and ActiveCampaign. This workflow activates when a new opportunity reaches a specific status in Close, and then creates or updates a contact in ActiveCampaign. Stay organized and ensure your contacts are always up-to-date with this seamless automation.

  1. When this happens...
    CloseClose
    New Opportunity in Status

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Update Deal

    Updates an existing deal.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Related categories

close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Triggers & Actions