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  • ActiveCampaign logoActiveCampaign logo
  • Pipedrive logoPipedrive logo

ActiveCampaign + Pipedrive

Add notes to ActiveCampaign deals when new Pipedrive leads are created

Effortlessly keep track of your new Pipedrive leads by adding notes to corresponding ActiveCampaign deals with this automation. When a new lead is added in Pipedrive, a note will be created in ActiveCampaign, ensuring that valuable information is always up-to-date and easily accessible, without any manual work. Stay organized and enhance communication between your sales and marketing teams with this seamless workflow.

Effortlessly keep track of your new Pipedrive leads by adding notes to corresponding ActiveCampaign deals with this automation. When a new lead is added in Pipedrive, a note will be created in ActiveCampaign, ensuring that valuable information is always up-to-date and easily accessible, without any manual work. Stay organized and enhance communication between your sales and marketing teams with this seamless workflow.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add Note to Deal

    Adds a note to a deal.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    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

pipedrive logo
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.
Triggers & Actions