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ActiveCampaign + Close

Manage new Close leads by creating or updating contacts in ActiveCampaign

Streamline your contact management with this efficient workflow. As soon as a new lead emerges in Close, it will be swiftly added to your ActiveCampaign as a contact, or the information of an existing contact will be updated. This ensures your contact list in ActiveCampaign is always up-to-date, enabling better lead nurturing and relationship management.

Streamline your contact management with this efficient workflow. As soon as a new lead emerges in Close, it will be swiftly added to your ActiveCampaign as a contact, or the information of an existing contact will be updated. This ensures your contact list in ActiveCampaign is always up-to-date, enabling better lead nurturing and relationship management.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  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
    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
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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