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ActiveCampaign + AgencyZoom

Create notes in AgencyZoom for new or updated contacts in ActiveCampaign

Stay organized and efficient by adding instant notes to your AgencyZoom contacts for every new or updated contact in ActiveCampaign. Set up this workflow, and whenever a contact is created or updated in ActiveCampaign, a note will be automatically created in AgencyZoom, keeping your information up-to-date and easily accessible. Save time and streamline your client management process with this simple yet powerful automation.

Stay organized and efficient by adding instant notes to your AgencyZoom contacts for every new or updated contact in ActiveCampaign. Set up this workflow, and whenever a contact is created or updated in ActiveCampaign, a note will be automatically created in AgencyZoom, keeping your information up-to-date and easily accessible. Save time and streamline your client management process with this simple yet powerful automation.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create a Note

    Create a note for a lead or a customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New Automation Webhook

    Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • 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
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    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.
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Related categories

  • Marketing Automation

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agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

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