ActiveCampaign + Pipedrive

Add new ActiveCampaign contacts to list and attach files in Pipedrive

Effortlessly manage sales documents when a new contact joins your ActiveCampaign list with this handy workflow. Each time a fresh contact is added to a specific list in ActiveCampaign, this automation attaches a file to a deal or contact in Pipedrive, ensuring your sales team has all the necessary documents at their fingertips. Save time and maintain organization by streamlining your document management process.

Effortlessly manage sales documents when a new contact joins your ActiveCampaign list with this handy workflow. Each time a fresh contact is added to a specific list in ActiveCampaign, this automation attaches a file to a deal or contact in Pipedrive, ensuring your sales team has all the necessary documents at their fingertips. Save time and maintain organization by streamlining your document management process.

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

    Triggers whenever a contact is added to a list.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Attach File

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    ActionWrite
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Supported triggers and actions

    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • 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
    Try It
    • ListRequired

    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.
Learn more

Related categories

  • Marketing Automation

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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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Related categories

  • CRM (Customer Relationship Management)

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