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ActiveCampaign + Close

Create opportunities in Close when new contacts are added to ActiveCampaign lists

Effortlessly manage your sales pipeline by connecting ActiveCampaign with Close. This workflow instantly generates an opportunity report in Close whenever a new contact is added to a list in ActiveCampaign. Stay organized and act quickly on potential leads with this seamless integration that simplifies your tasks and boosts efficiency.

Effortlessly manage your sales pipeline by connecting ActiveCampaign with Close. This workflow instantly generates an opportunity report in Close whenever a new contact is added to a list in ActiveCampaign. Stay organized and act quickly on potential leads with this seamless integration that simplifies your tasks and boosts efficiency.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Contact Added to List

    Triggers whenever a contact is added to a list.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Run Opportunity Report

    Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.

    ActionWrite
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Supported triggers and actions

    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    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.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • Custom ObjectRequired

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
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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

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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