ActiveCampaign + Cash Flow Portal
Manage new or updated investments in Cash Flow Portal by creating or updating contacts in ActiveCampaign
Keep your contacts in ActiveCampaign up to date with every change in your Cash Flow Portal investments. This workflow springs into action whenever an investment is created or updated in Cash Flow Portal, ensuring the corresponding contact in ActiveCampaign is equally updated. Ensure you're interacting with the most current investor data and streamline your process for a more efficient and effective contact management.
Keep your contacts in ActiveCampaign up to date with every change in your Cash Flow Portal investments. This workflow springs into action whenever an investment is created or updated in Cash Flow Portal, ensuring the corresponding contact in ActiveCampaign is equally updated. Ensure you're interacting with the most current investor data and streamline your process for a more efficient and effective contact management.
- When this happens...Create or Update Investment
Triggers when investment is created or updated in any of user-owned deals.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Team
Try ItTeam
Try ItTeam
Try ItContact ID
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Team
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UTM source
UTM medium
UTM campaign
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UTM captured at
