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How to automate your marketing automation apps

By Nicole Replogle · February 24, 2023
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Marketing technology has come a long way in recent years. There's an app for every marketing niche imaginable, from sales funnel generators to CRM tools to email marketing platforms.

But if you're not careful, these tools that should make your life easier might instead drown you in repetitive tasks like data entry and cross-referencing information. 

Instead, you can use Zapier's automated workflows (called Zaps) to connect your business-critical tools. By connecting your marketing automation apps to the other tools your team uses most—like form builders, meeting schedulers, and databases—you can streamline your processes and more easily scale your efforts.

Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Add leads to your marketing automation app

Your marketing is only as effective as you are organized. If you want to reach your entire target audience, you shouldn't risk overlooking a prospect just because you didn't have time to add their information to your system.

But if you're like most marketing teams, you likely find your prospects in a variety of places. You might pay for ads on social media sites like Facebook and LinkedIn, but those leads may not do you much good unless you consolidate them in one central information hub. 

Instead, use one of the Zaps below to create new contacts in your marketing app of choice automatically whenever a new lead is generated in Facebook Lead Ads or LinkedIn Ads. If a match for your lead already exists, the contact will be updated with the new submission's information.

Add or update ActiveCampaign contacts with new Facebook Lead Ads leads

  • Facebook Lead Ads logo
  • ActiveCampaign logo
Facebook Lead Ads + ActiveCampaign
More details
    Whether you're setting up an event or selling a product, it can be a challenge to process new leads from successful ad campaigns—unless you automate your way to organization. With this Zap active on your dashboard, Zapier will automatically create new contacts or update an existing match on ActiveCampaign whenever a new lead's submission is detected from Facebook Lead Ads.

    Create or update Keap Max Classic contacts from new Facebook Lead Ads leads

    • Keap Max Classic logo
    Keap Max Classic
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      Don't run the risk of overlooking a potential customer just because you were too busy to add their information to all your apps. This integration will trigger with each new lead on Facebook, passing the data over to Keap Max Classic automatically. If a match is found for your lead, the contact will be updated, otherwise, a new one will be created for you with all the information they submitted.

      Add LinkedIn Lead Gen Form leads as new contacts in ActiveCampaign

      • LinkedIn Ads logo
      • ActiveCampaign logo
      LinkedIn Ads + ActiveCampaign
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        Running an effective campaign on LinkedIn is only half the battle - you have to make sure you quickly follow up with those leads! Once you have configured this integration, new leads generated via LinkedIn Ads will be automatically added to ActiveCampaign, allowing you to get in contact or put those leads into a follow-up campaign.

        Add Klaviyo subscribers for new Facebook Lead Ads leads

        • Facebook Lead Ads logo
        • Klaviyo logo
        Facebook Lead Ads + Klaviyo
        More details
          We've got an easy way for you to turn your leads into subscribers, by using this integration. After set up, new leads from Facebook Leads Ads will generate Klaviyo subscribers. Spend less time copying contact details, and more time drafting effective marketing materials!

          Add or update LeadConnector contacts for new leads in Facebook Lead Ads

          • Facebook Lead Ads logo
          • LeadConnector logo
          Facebook Lead Ads + LeadConnector
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            Effortlessly manage your prospect details, hands-free, once this integration’s in place. As soon as it’s active, this Zap automatically generates a new, or updates an existing, LeadConnector contact as soon as a new lead is captured in your Facebook Lead Ads account.

            Add event information

            Your online booking software already saves you time by letting prospects and customers book appointments on their own. Then, to take fullest advantage of the opportunity, you want to stay in touch with them after the meeting. 

            Whenever a prospect schedules a meeting with someone on your sales team, you should update your marketing apps with their most current contact information. But if you have to compare their submitted info to your files manually, it's easy to let that task slip through the cracks, especially if you're dealing with a large volume of leads.

            These Zaps integrate scheduling apps like Calendly or Acuity with your ActiveCampaign or Hubspot accounts. That way, new or updated invitee information will appear in your CRM automatically.

            Add or update ActiveCampaign contacts for new Calendly invitees

            • Calendly logo
            • ActiveCampaign logo
            Calendly + ActiveCampaign
            More details
              After an invitee schedules a meeting, you often want to add or update a contact in different apps to easily stay in touch with them. With a little help from this Zapier integration, you can automatically send new Calendly invitees right over to ActiveCampaign without having to do any manual work yourself.

              Add or update ActiveCampaign contacts for new Acuity Scheduling appointments

              • Acuity Scheduling logo
              • ActiveCampaign logo
              Acuity Scheduling + ActiveCampaign
              More details
                You already save time by having your clients book appointments online, on their own with Acuity Scheduling. With this Acuity Scheduling ActiveCampaign integration you can automatically add new appointment contacts to ActiveCampaign as new contacts and connect with those contacts through your email marketing.

                Create ActiveCampaign subscribers from new OnceHub bookings

                • OnceHub logo
                • ActiveCampaign logo
                OnceHub + ActiveCampaign
                More details
                  Someone just booked a meeting with you, which is always a good thing. Wouldn't it be great to keep the conversation going with them beyond your meeting? Zapier can help you do that easily with this integration. Once it's active, this Zap will automatically create a new ActiveCampaign subscriber with each new OnceHub booking!

                  Add new Eventbrite attendees to ActiveCampaign lists

                  • Eventbrite logo
                  • ActiveCampaign logo
                  Eventbrite + ActiveCampaign
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                    Rather than messing around with CSV files, use Zapier to automatically add new attendee emails and details to an ActiveCampaign list. Once you set up this Eventbrite-ActiveCampaign integration, new attendees from that point forward are automatically added for your email marketing.

                    Create or update Hubspot contacts for new Calendly invitees

                    • Calendly logo
                    • HubSpot logo
                    Calendly + HubSpot
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                      Want to keep in touch with people after you have meetings with them? Keeping up with them in your CRM is a great way to continue the relationship. This Zapier integration takes care of that for you, automatically creating new HubSpot contacts from new Calendly invitees to help you keep the relationship going.

                      Connect your marketing automation tools

                      There are plenty of reasons why your organization might rely on multiple marketing automation apps. You might use ClickFunnels to build and manage your landing pages and social ads, but you prefer ActiveCampaign's email marketing features. Or maybe Mailchimp is your preferred email list builder, but HubSpot's CRM tool best fits your needs.

                      Just because you use multiple marketing tools doesn't mean you should spend your time keeping various accounts up to date and in sync. But without consistently updating information across apps, you risk different teams operating with different information. 

                      Keep your departments on the same page by updating customer profiles in every app when they're changed elsewhere. Zaps like these automatically create (or update) contacts in one app when new activity occurs in another. Whenever you get a new Mailchimp subscriber, for instance, that same information will be used to create or update a contact in HubSpot. 

                      That way, you can be sure that no matter which app you're looking at, it will contain the same consistent and updated information. 

                      Add or update ActiveCampaign contacts from new activity in ClickFunnels Classic contacts

                      • ClickFunnels Classic logo
                      • ActiveCampaign logo
                      ClickFunnels Classic + ActiveCampaign
                      More details
                        You’ve got better things to do than add your contacts to various accounts! With this integration, Zapier will automatically add or update your ActiveCampaign contacts when there is new contact activity in your ClickFunnels Classic account. This ensures that contact information is consistent across your accounts, and that no duplicate contacts are created.

                        Add Klaviyo subscribers from new ClickFunnels Classic contact activities

                        • ClickFunnels Classic logo
                        • Klaviyo logo
                        ClickFunnels Classic + Klaviyo
                        More details
                          Email marketing is a great way to stay in touch with your customers, but manually maintaining your contact lists can be a tedious process. Set up this Zapier integration, and whenever new contact activity is detected in your ClickFunnels Classic account, a new subscriber will be added a list in Klaviyo automatically.

                          Create or update HubSpot contacts from new Mailchimp subscribers

                          • Mailchimp logo
                          • HubSpot logo
                          Mailchimp + HubSpot
                          More details
                            Don't worry about manually adding new Mailchimp subscribers to your HubSpot contacts list because this integration takes care of that for you. Any time you get a new Mailchimp subscriber, Zapier automatically creates a new contact or updates an existing one in HubSpot.

                            Add form responses

                            Manually updating or adding new contacts to your CRM is a recipe for typos and human error.

                            It would be much better to let the customer or lead enter the information into your system themselves, right? But of course, you can't give just anyone access to your marketing and CRM apps.

                            The solution? A combination of forms and automation.

                            Forms are one of the simplest and easiest ways to collect information. You can embed a Typeform form on your site to gather leads and subscribers—and then, with the power of automation, that information can be automatically aggregated into your CRM or marketing app of choice. No copying and pasting, and no deviations from what the customer provided.

                            These Zaps create or update contacts in your ActiveCampaign, Klaviyo, or HubSpot accounts whenever a new Typeform, Squarespace, or Webflow form is submitted. From there, you can easily follow up with prospects without doubting that your information is accurate.

                            Create ActiveCampaign subscribers from new Typeform form entries

                            • Typeform logo
                            • ActiveCampaign logo
                            Typeform + ActiveCampaign
                            More details
                              So you made Typeform form and got some responses? That's an accomplishment in and of itself. Now, why not eliminate a copy and paste job by automatically adding each Typeform entry as a subscriber in ActiveCampaign? This Zapier integration can do that for you automatically, watching your form for new entries and adding ActiveCampaign subscribers whenever it's filled out. It couldn't be easier.

                              Add or update ActiveCampaign contacts from new Squarespace form submissions

                              • Squarespace logo
                              • ActiveCampaign logo
                              Squarespace + ActiveCampaign
                              More details
                                Getting your customer's information from a form on your site is only the beginning of your communication. Prep your follow-up outreach effortlessly with this integration. Whenever a new Squarespace form is submitted to your site, a new contact will be added or updated in ActiveCampaign automatically.

                                Add or update contacts on ActiveCampaign for new submissions to Webflow

                                • Webflow logo
                                • ActiveCampaign logo
                                Webflow + ActiveCampaign
                                More details
                                  Feeling like there's a little too much of a bottleneck while waiting for ActiveCampaign contact data from Webflow in your pipeline? Just activate this Webflow ActiveCampaign integration to speed things up, automatically creating or updating contacts with all the information from every new form submission you receive on Webflow.

                                  Create Klaviyo subscribers from new Squarespace form submissions

                                  • Squarespace logo
                                  • Klaviyo logo
                                  Squarespace + Klaviyo
                                  More details
                                    Adding a form to your website is a great way to collect customer information for continued engagement. Now you can grab that valuable data without getting bogged down in manual updates. With this integration activated, any time a new form is submitted on your Squarespace website, they'll be subscribed to a list in Klaviyo automatically.

                                    Send new Webflow submissions to HubSpot forms

                                    • Webflow logo
                                    • HubSpot logo
                                    Webflow + HubSpot
                                    More details
                                      Spending too much time just moving your information from Webflow over to HubSpot? Use this integration to save yourself effort. Once active, it will automatically trigger for every new submission you receive on a Webflow form, submitting it to your chosen HubSpot form at the same time.

                                      Use webhooks with your marketing automation app

                                      Even though Zapier connects thousands of apps, it's still possible that the app you use doesn't have a Zapier integration or you have a more niche use case that isn't covered by an integration's available triggers and actions. Fortunately, you can still create a Zap that sends information from that tool to your marketing automation app using webhooks.

                                      A webhook is an automated message sent from one app to another based on a trigger. That trigger might be a form submission, a shopping cart update, or a received email—just to name a few. 

                                      Webhooks like the ones below let you capture client information from apps that don't (yet!) integrate with Zapier, saving you time on manual data entry.

                                      Create ActiveCampaign contacts from new caught webhooks

                                      • Webhooks by Zapier logo
                                      • ActiveCampaign logo
                                      Webhooks by Zapier + ActiveCampaign
                                      More details
                                        If you use webhooks that capture client contact information, Zapier can automatically add that information to ActiveCampaign for you. Once the webhook is activated, Zapier will automatically extract the necessary information from the webhook and add it to ActiveCampaign.

                                        Want to use webhooks with another marketing automation app? Check out our App Directory to see which apps you can use with webhooks. 

                                        Connect a spreadsheet

                                        As amazing as marketing automation tools are, sometimes there's no beating a spreadsheet. 

                                        Spreadsheets let you store, analyze, and compare a great deal of information. Your options for data analytics and reporting are nearly limitless, not to mention endlessly customizable. 

                                        A spreadsheet is also a great choice for a central source of truth across your organization. After all, not every department uses HubSpot—but everyone uses spreadsheets.

                                        But a spreadsheet is only as useful as it is accurate. Keeping separate copies of your contact lists in both ActiveCampaign and Google Sheets usually involves time-consuming chores like importing and exporting data, manually comparing information, and copy/pasting updates from one tool to another.

                                        Instead, skip the hassle of manual updates by using one of the Zaps below. Once you get them set up with your accounts, your customer profiles in ActiveCampaign, LeadConnector, or Hubspot will update whenever you add or update a spreadsheet row in Google Sheets.

                                        Add ActiveCampaign subscribers from new rows in Google Sheets

                                        • Google Sheets logo
                                        • ActiveCampaign logo
                                        Google Sheets + ActiveCampaign
                                        More details
                                          If you're keeping track of contact lists in Google Sheets, the import/export routine is tiresome. Use this Google Sheets ActiveCampaign integration to automatically add new ActiveCampaign subscribers from new rows in Google Sheets.

                                          Add or update LeadConnector contacts from new Google Sheets rows

                                          • Google Sheets logo
                                          • LeadConnector logo
                                          Google Sheets + LeadConnector
                                          More details
                                            Make sure your contact details stay up to date directly from your Google Sheets interface. Once this Zap is in place, you’ll skip the hassle of duplicate data entry by automatically adding a new, or updating an existing, contact in LeadConnector as soon as their details are added to a new row in a specified Google Sheets spreadsheet.

                                            Create HubSpot contacts for new Google Sheets rows

                                            • Google Sheets logo
                                            • HubSpot logo
                                            Google Sheets + HubSpot
                                            More details
                                              Your customer base is a changing, evolving structure, but that doesn't mean you can't automate behavior around predictable events to save yourself the work! This integration, for instance, will watch Google Sheet for any row updates and will send each one to HubSpot where your contact list will be cross-referenced and a match will be updated or a new contact will be created if none is found. Work smarter and reclaim your time with Zapier automation!

                                              Streamline your marketing processes with automation

                                              As a marketer in the digital age, your workday is filled with countless apps and tools. You probably use a different platform for every customer touchpoint, from form builders and landing pages to meeting scheduling tools to databases and CRMs. 

                                              By connecting your most-used apps to your marketing automation tools, you ensure everyone across your team—and company—has the most accurate and up-to-date info on your customers. Automation lets you capture lead information accurately from around the web, update contact information from new meetings or form responses, and keep customer profiles consistent across your marketing apps and spreadsheets. 

                                              When you aren't relying on manual data entry, you reduce human error and avoid things falling through the cracks. And, of course, automating these repetitive tasks saves you time for your most important work: connecting with potential customers.

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                                              A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'