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  • Close logoClose logo

ActiveCampaign + Close

Create or update ActiveCampaign contacts from new notes in Close

Streamline your customer engagement process by connecting Close app with ActiveCampaign. With this workflow, each time a new note is added in Close, it prompts a corresponding update or addition of a contact in ActiveCampaign. This seamless process keeps your contact list in ActiveCampaign current, fostering more personalized and effective communication strategies.

Streamline your customer engagement process by connecting Close app with ActiveCampaign. With this workflow, each time a new note is added in Close, it prompts a corresponding update or addition of a contact in ActiveCampaign. This seamless process keeps your contact list in ActiveCampaign current, fostering more personalized and effective communication strategies.

  1. When this happens...
    CloseClose
    New Note

    Triggers when a new Note is created.

    TriggerPolling
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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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
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    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
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    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
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    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
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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