How to connect ActiveCampaign + Close
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Custom ObjectRequired
Select the object you want to trigger this Zap
Trigger EventsRequired
Select which events should trigger this Zap
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Type (Optional)
The type of the task based on the available Task Types in your account
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign link click is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the Campaign is sent to.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
List that the contact note is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the subscriber is updated in.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EventRequired
Tag
Leave blank to trigger for all Tags, begin typing to filter, or use the Custom tab for text/input entry
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
Suggested Format:
https://www.example.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
In dollars. Example: 350.00.
Owner
The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value (or invalid value) is supplied, it will default to the connected ActiveCampaign account user.
CurrencyRequired
Example: usd.
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
The contact will be removed from this automation.
Automation RunRequired
The automation run(s) that the contact will be removed from.
Contact IDRequired
ActiveCampaign ID of the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Contact that will get added to the account.
Account IDRequired
Choose an account.
Job Title
Set a job title for the related contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
The ID of the Contact where the tag will be added or removed
ActionRequired
Add or remove tag from AC Contact
Existing Tags
Choose from list or enter/insert tag data below
Tags
Enter/insert tag data or use the drop down list above, separate tags with a comma
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
The object that you want to create a record for in ActiveCampaign
Record ID
To update an existing record, provide the record ID or external ID
External ID
To update an existing record, provide the record ID or external ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
In cents. Example: $350.00 would be 35000.
Owner
The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value is supplied, it will default to the connected ActiveCampaign account user.
CurrencyRequired
Example: usd.
PipelineRequired
StageRequired
Account ID
An Account or Contact is required to create a deal.
Contact ID
An Account or Contact is required to create a deal. The Contact selected will be made the Primary Contact.
Description
Deal's description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Insert the task ID to be updated. Leave blank if creating a new task.
Title
The title to be assigned to the task.
Deal IDRequired
Insert the ID of the Deal to be assigned this task.
Note
The content describing the task.
Due DateRequired
Due date of the task ex. 2021-02-25T12:00:00-06:00.
End Date
End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
Task TypeRequired
The type of the task based on the available Task Types in your account.
Assignee
The id of the user this task will be assigned to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
Subscribing will not update lists the Contact already belongs to with any status. Unsubscribing requires the contact already belongs to the list in some status.
List IDRequired
List from which you'd like to your Contact to be Subscribed/Unsubscribed
Contact ID
ActiveCampaign ID of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Email Address' MUST BE
Email Address
Email of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Contact ID' MUST BE
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
The contact task title
Contact ID
The related contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
The title of the Deal
Contact Email
The email of a Contact on the Deal
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Email of the user being searched
ActionThis is an event a Zap performs.SearchFind existing data in your appDirection
Use this field to only trigger your Zap on
inbound
oroutbound
calls.Completed?
Use this filter to only trigger on completed calls. If left blank, this Zap will only trigger when a new call is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Use this field to only trigger your Zap on
incoming
oroutgoing
emails.Template ID
Use this field to only trigger on emails where a specific template was sent.
User ID
Use this field to only trigger on emails to/from a specific user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type
Filter inbox items by item type. Click here for more information about item types.
You can select more than one.
User IDRequired
Select your User from the dropdown.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Filter status changes by the ID of the new status.
Old Status ID
Filter status changes by the ID of the old status.
Trigger on Lead Creation
Select
Yes
to trigger this Zap when a lead is created in one of the statuses in theNew Status ID
field above. If noNew Status ID
is selected this Zap will trigger for all newly created leads.Note: This field cannot be set to
Yes
if anOld Status ID
is selected above because newly created leads do not have an old status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ActionsRequired
Select the meeting actions that will cause this Zap to trigger:
scheduled
- Triggers when a meeting is created in the future, is rescheduled to a time in the future, or is moved to the status
upcoming
- Triggers when a meeting is created in the future, is rescheduled to a time in the future, or is moved to the status
started
- Triggers when a meeting starts (and is moved to status
in-progress
)
- Triggers when a meeting starts (and is moved to status
completed
- Triggers when a meeting is completed (and is moved to status
completed
)
- Triggers when a meeting is completed (and is moved to status
canceled
- Triggers when a meeting is canceled (and is moved to status
canceled
)
- Triggers when a meeting is canceled (and is moved to status
You can select more than one.
Note: The testing data for this trigger may return a Meeting in a different status than what is expected from the actions selected in this field. This happens because the trigger pulls the latest available Meeting activity from Close as test data when setting up your Zap. Once the Zap is turned on however, the Zap will trigger for the appropriate Meeting activities.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
Use this field to filter events by the type of object the event happened to (e.g. a lead, a contact, an opportunity, etc). Learn more about object types here.
The dropdown lists the most common object types.
ActionRequired
Use this field to filter events by the type of action taken. Learn more about event actions here.
The dropdown lists the most common actions taken.
User ID
Use this field to only trigger the Zap when the event is created by specific user(s).
Changed Fields
If you're using the
Updated
action type, you can use this field to make the Zap only trigger if specific fields were updated.Example: Entering
description
andurl
will make this Zap only trigger if the description of a lead OR the URL of a lead is updated.Note: For custom fields, use the dropdown to select the correct custom field.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Filter status changes by the ID of the new status.
New Status Type
Filter status changes by the type of the new status.
Old Status ID
Filter status changes by the ID of the old status.
Old Status Type
Filter status changes by the type of the old status.
Trigger on Opportunity Creation
Select
Yes
to trigger this Zap when an opportunity is created in one of the statuses in theNew Status ID
field above, with one of the status types selected in theNew Status Type
field. If noNew Status ID
orNew Status Type
is selected this Zap will trigger for all newly created opportunities.Note: This field cannot be set to
Yes
if anOld Status ID
orOld Status Type
is selected above because newly created opportunities do not have an old status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sequence
Use this filter to only trigger for sequence subscriptions associated with a specific sequence.
ActionRequired
Select one of the following choices from the dropdown:
Subscribed
to trigger when a contact is subscribed to a sequence.Paused
to trigger when a sequence subscription was paused manually or by a bulk action.Resumed
to trigger when a sequence subscription is resumed (moved toactive
status).Goal
to trigger when a sequence subscription reached the goal defined in the sequence and should stop.Finished
to trigger when a sequence subscription went through all of the steps without reaching the goal.Error
to trigger when a sequence subscription cannot continue because an error occurred.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Use this field to only trigger when a task is completed. If left blank, the Zap will trigger when a task is created.
Assigned to User
Select a user, and only trigger on tasks assigned to that user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
The ID of the call you want to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
The ID of the contact you want to delete the email address from.
Email AddressRequired
The email address you want to delete from the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Lead ID of the source lead being merged into the destination lead. Note: This lead will be deleted after it's merged into the destination lead.
If conflicts exist in the lead name, description, status, or a custom field, this Zapier Action will keep the data from the destination lead and discard the conflicting data from this lead.
Destination Lead IDRequired
Lead ID of the destination lead that the source lead will be merged into. Note: After the merge is complete, this lead will remain.
If conflicts exist in the lead name, description, status, or a custom field, this Zapier Action will keep the data from this lead and discard the conflicting data from the source lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
Select
yes
to receive an email when your bulk email is completed. Selectno
and you will not receive an email on completion.TypeRequired
The type of bulk action you'd like to complete.
Lead Smart View or (deprecated) Search Query
Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads you'd like to bulk edit.
Note: This field defaults to "All Leads".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Select one of the following from the dropdown:
subscribe
: creates a new sequence subscription for contacts that have never received a given sequence.resume
: resumes any paused sequence subscriptions for a given sequence (if selected below), or all sequences if no sequence is selected.pause
: pauses any active sequence subscriptions for a given sequence (if selected below), or all sequences if no sequence is selected.
Lead Smart View or (deprecated) Search Query
Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads with contacts you'd like to take the bulk sequence subscription action on.
Note: This field defaults to "All Leads".
Sequence ID
The ID of the sequence that will be used in the bulk action.
Contact PreferenceRequired
Select whether to take action only on the primary/first contact or to take action on each contact of a lead. Regardless of the choice, if you are subscribing contacts only first email address of the contact will be used.
Send Done EmailRequired
Select
yes
to receive an email when your bulk action is completed. Selectno
and you will not receive an email on completion.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Select the lead to assign this contact to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.
Name
The name of this contact.
Title
The title of this contact.
Url
An URL of this contact.
Office Phone
Office Phone number (including country code).
Mobile Phone
Mobile Phone number (including country code).
Home Phone
Home Phone number (including country code).
Direct Phone
Direct Phone number (including country code).
Fax Phone
Fax Phone number (including country code).
Other Phone
Other Phone number (including country code).
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Custom Objects are currently in Private Beta. To use this action make sure you have applied for Beta under your Close Settings > Custom Objects and were granted access.
Lead IDRequired
Select the lead to assign this Custom Object to. This is usually a dynamic variable from a previous step.
Custom Object TypeRequired
Select the type of the Custom Object you're creating from the dropdown. You can go to the Custom Objects settings page in Close to create a new type.
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
The type of data you want to export.
FormatRequired
Format of the exported file. The choices are:
CSV
andJSON
.JSON
is recommended for raw backups or data migrations.Lead Smart View or (deprecated) Search Query
Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads you'd like to export. By default, all leads are exported.
Fields
The fields (columns) you'd like to appear in the export. For a full list of fields, you can check our documentation here. By default, all fields are included in the export if this field is empty.
The fields should be entered, separated by a comma. For example, for just the fields
id
,status_label
, andstatus_id
, you would enter:id,status_label,status_id
.Include Activities
Activities (calls, emails, notes, status changes, etc.) aren't included in any exports by default. If you want all of your activities exported as well, choose
yes
. Otherwise, leave this field blank.Note: this field only works for a leads export in JSON format.
Include Smart Fields
Smart Fields aren't included in any exports by default. If you want all of them exported as well, choose
yes
. Otherwise, leave this field blank.Note: this field only works for a leads export in JSON format, or any CSV export.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Lead / Company / Organization.
Description
A description about the Lead
URL
Status
Lead status. Lead statuses must be set up in your Organization Settings first before they will show up in this drop-down.
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Phone number (including country code, for example
+1 833 462 5673
).Contact Direct Phone
Direct Phone number (including country code, for example
+1 833 462 5673
).Contact Mobile Phone
Mobile Phone number (including country code, for example
+1 833 462 5673
).Contact Home Phone
Home Phone number (including country code, for example
+1 833 462 5673
).Contact Fax Phone
Fax Phone number (including country code, for example
+1 833 462 5673
).Contact Other Phone
Other Phone number (including country code, for example
+1 833 462 5673
).Contact URL
The URL for the contact to be associated with this Lead.
Address Label
Type of address.
Address Street 1
First part of the street address for an address (e.g., "501 Forest Ave").
Address Street 2
Second part of a street address if necessary (e.g., "Suite 410").
Address City
City name for an address (e.g., "Palo Alto").
Address State
State (abbreviation, if in the U.S.). E.g., "CA".
Address ZIP Code
Address Country
Country abbreviation for an address. E.g., "US".
Note
Max 1 note. If you want to create more, use additional
Create Note
Zapier action steps.Text
Add a note to this Lead once it's created.
Note
Max 1 task. If you want to create more, use additional
Create Task
Zapier action steps.Task Text
This field is required if you're assigning a task.
Task Due Date
Task Assignee
Note
Max 1 opportunity. If you want to create more, use additional
Create Opportunity
Zapier action steps.Opportunity Status
Opportunity Value
Set a value for this opportunity in cents
Opportunity Value Period
Opportunity Confidence
Set a percentage confidence level in this opportunity (between 0 and 100).
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Select an existing Smart View from the dropdown, or type a custom search query based on Close search syntax. When selecting a Smart View from the dropdown, we utilize Smart View queries so that if you change the Smart View in Close, this action will always use the most up to date query to find results.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Filter your report by specific opportunity properties. More info on opportunity search here.
Example: Entering
note:important
in this field will filter the report by opportunities that haveimportant
in their note.Lead Smart View or (deprecated) Search Query
Select a Lead Smart View or enter deprecated text-based search syntax to filter your report by lead search.
Status Types
Filter the report by selected status types.
Statuses
Filter the report by selected statuses.
User IDs
Filter the report by selected users.
Start Date
Start date for the report in
YYYY-MM-DD
format.End Date
End date for the report in
YYYY-MM-DD
format.Or Use a Date Range Label
Instead of a
Start Date
and anEnd Date
, use this field to choose a predefined date range for your report.Note: This field will override
Start Date
andDate End
.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Filter the report by the specified User ID.
Start Date
Start date for the report in
YYYY-MM-DD
format.End Date
End date for the report in
YYYY-MM-DD
format.Or Use a Date Range Label
Instead of a
Start Date
and anEnd Date
, use this field to choose a predefined date range for your report.Note: This field will override
Start Date
andDate End
.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The name of the Smart View.
QueryRequired
Custom search query based on Close search syntax.
Share With Specific Users
Select specific users in your organization to share the Smart View with.
Or Share With Organization
Share this Smart View with your whole organization.
Note: This field overrides the
Share With Specific Users
field.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Select
Lead
for a lead status change report and selectOpportunity
for an opportunity status change report.Lead Smart View or (deprecated) Search Query
Select a Lead Smart View or enter deprecated text-based search syntax to filter your report.
Start Date
Start date for the report in
YYYY-MM-DD
format.End Date
End date for the report in
YYYY-MM-DD
format.Or Use a Date Range Label
Instead of a
Start Date
and anEnd Date
, use this field to choose a predefined date range for your report.Note: This field will override
Start Date
andDate End
.User ID
If the report type is
Opportunity
, you can use this field to filter the report by User.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Specify groups(s) to choose a random user from.
Availability
Select
online
to choose from users that are currently online, andoffline
to choose from users that are currently offline.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
The id of the call you want to edit.
Contact
Update the contact of the call.
Text
Update the note of the call.
Phone Number
Update the number called in this call.
Duration
Update the duration of the call in seconds.
Recording URL
Update the URL pointing to the MP3 recording of your call. For security reasons, we require the URL to be secure (i.e. starting with
https://
).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
The ID of the Custom Activity you want to update. This is usually a dynamic variable from a previous step.
Custom Activity TypeRequired
Select the type of the Custom Activity you're updating from the dropdown. This WILL NOT allow you to change the Activity Type of a Custom Activity, but it's used so that Zapier can load the proper fields to update.
Status
Use this field to update the status of the Custom Activity. If you select
published
, all required fields in Close must be filled out in order to update the Custom Activity. If you selectdraft
, required fields in Close do not need to be filled out to update the Custom Activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Lead / Company / Organization.
Description
A description about the lead.
Url
Status
Lead status. Lead statuses must be setup in your Organization Settings first before they will show up in this drop-down.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
The ID of the Opportunity you want to update. Normally found via a "Find Opportunity" step.
Assigned to User
Update the Opportunity user.
Contact ID
The ID of the Contact you want to assign the opportunity to. Normally found via a "Find Contact" step.
Status
Update the Opportunity status.
Confidence
Update the Opportunity confidence. Enter a value from 0 - 100 that represents the % confidence of closing this deal.
Example: For 15% confidence, enter: 15.
Value
Update the Opportunity value in cents.
Value Period
Choose from one time, monthly, or annual.
Close Date
Notes
Update the notes on the Opportunity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
The ID of the Smart View you want to update.
Name
The name of the Smart View.
Query
Custom search query based on Close search syntax.
Share With Specific Users
Select specific users in your organization to share the Smart View with.
Or Share With Organization
Share this Smart View with your whole organization.
Note: This field overrides the
Share With Specific Users
field.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
The direction of the call.
Note
Use this field to search for calls that contain specific note text.
Note: This field will return more accurate results if used with
Lead ID
.User ID
The user of the call.
Date Range
A date range of when the call took place.
Find First Call on Lead
Use this field to return the first call on a specified lead.
Note: This field makes the search ignore the fields above it. If you use this field, make sure to also fill in
Lead ID
.Lead ID
If you have access to the lead ID value via a trigger or an action variable, you can enter the Lead ID to search for a call on a specific lead.
Or Search by Call ID
Alternatively, you can lookup a call by ID if you have access to the call activity ID value via a trigger or an action variable.
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Name
Contact Email
Contact Phone
Contact Title
Lead ID
If you have access to the lead ID value via a trigger or an action variable, you can enter the lead_id to search for a contact based on lead_id.
Search by Contact ID
Alternatively, you can lookup a contact by ID if you have access to the contact ID value via a trigger or an action variable.
Note: This field will override any other fields selected in this search.
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Custom Objects are currently in Private Beta. To use this action make sure you have applied for Beta under your Close Settings > Custom Objects and were granted access.
Custom Object TypeRequired
The type of Custom Object you want to search for.
Lead ID
If you have access to a Lead ID value via a trigger or an action variable, you can enter it in this field to search for a Custom Object on a specific lead.
Custom Object Name
Search by Custom Object ID
Alternatively, you can lookup a Custom Object by ID if you have access to the ID value via a trigger or an action variable.
Note: This field will override any other fields selected in this search.
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Text
Use this field to find a note that contains certain text.
Note: When using this field, you can increase the reliability of finding a note if you also include a
Lead ID
below.Lead ID
If you have access to a Lead ID value via a trigger, action, or search, you can enter the Lead ID to search for a note attached to that specific lead.
Or Search by Note ID
Alternatively, you can lookup a note by ID if you have access to a note ID via a trigger, action, or search variable.
ActionThis is an event a Zap performs.SearchFind existing data in your appSequence
The sequence of the subscription you're searching for.
Contact ID
The Contact ID of the subscription you're searching for.
Lead ID
The Lead ID of the contact with the subscription you're searching for.
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Close user's full name.
Email
Close user's email address that they use to log in.
Or Search by User ID
Alternatively, you can lookup a user by ID if you have access to a user ID value via a trigger or an action variable.
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
The type of Custom Activity you want to search for.
Status
LeadRequired
Select the lead to assign this Custom Activity to. This is usually a dynamic variable from a previous step.
Search by Custom Activity ID
Alternatively, you can lookup a Custom Activity by ID if you have access to the ID value via a trigger or an action variable.
Note: This field will override any other fields selected in this search.
Custom Activity TypeRequired
Select the type of the Custom Activity you're creating from the dropdown. You can go to the Custom Activities settings page in Close to create a new type.
StatusRequired
The status of the Custom Activity you're creating. If you select
published
, all required fields in Close must be filled out in order to create the Custom Activity. If you selectdraft
, required fields in Close do not need to be filled out to create the Custom Activity
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Lead / Company / Organization.
Company Name Matching
If using the
Company Name
field above, you can choose betweenPartial
(default) to look for a partial match between theCompany Name
field in this Zap and a Lead Name in Close - e.g.ACME
will matchACME Corp.
, andExact
to look for an exact match between theCompany Name
field in this Zap and a Lead Name in Close - e.g.ACME
won't matchACME Corp.
Company URL
Email
Phone
Or Search by Lead ID
Alternatively, you can lookup a lead by ID if you have access to the lead ID value via a trigger or an action variable.
Or Use a Custom Search Query
Alternatively you can type a custom search query based on Close lead search syntax and make it dynamic using variables. All searches will be limited to a single result.
Company Name
Lead / Company / Organization.
Description
A description about the Lead
URL
Status
Lead status. Lead statuses must be set up in your Organization Settings first before they will show up in this drop-down.
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Phone number (including country code, for example
+1 833 462 5673
).Contact Direct Phone
Direct Phone number (including country code, for example
+1 833 462 5673
).Contact Mobile Phone
Mobile Phone number (including country code, for example
+1 833 462 5673
).Contact Home Phone
Home Phone number (including country code, for example
+1 833 462 5673
).Contact Fax Phone
Fax Phone number (including country code, for example
+1 833 462 5673
).Contact Other Phone
Other Phone number (including country code, for example
+1 833 462 5673
).Contact URL
The URL for the contact to be associated with this Lead.
Address Label
Type of address.
Address Street 1
First part of the street address for an address (e.g., "501 Forest Ave").
Address Street 2
Second part of a street address if necessary (e.g., "Suite 410").
Address City
City name for an address (e.g., "Palo Alto").
Address State
State (abbreviation, if in the U.S.). E.g., "CA".
Address ZIP Code
Address Country
Country abbreviation for an address. E.g., "US".
Note
Max 1 note. If you want to create more, use additional
Create Note
Zapier action steps.Text
Add a note to this Lead once it's created.
Note
Max 1 task. If you want to create more, use additional
Create Task
Zapier action steps.Task Text
This field is required if you're assigning a task.
Task Due Date
Task Assignee
Note
Max 1 opportunity. If you want to create more, use additional
Create Opportunity
Zapier action steps.Opportunity Status
Opportunity Value
Set a value for this opportunity in cents
Opportunity Value Period
Opportunity Confidence
Set a percentage confidence level in this opportunity (between 0 and 100).
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
The Status ID of the Opportunity you want to search for.
Opportunity Status Type
The Status Type of the Opportunity. Choose from
Active
,Won
, andLost
.Opportunity Value
The value of the Opportunity in cents
Opportunity Value Period
Opportunity Confidence
The confidence of the Opportunity.
Opportunity Close Date
The close date of the Opportunity in
yyyy-mm-dd
format.Opportunity User
User assigned to the Opportunity.
Opportunity Note
The note of the Opportunity.
LeadRequired
Select the Lead to assign this Opportunity to. Typically, this variable is a dynamic trigger variable.
Or Search by Opportunity ID
Alternatively, you can look up an Opportunity by ID if you have access to the Opportunity from a previous step.
StatusRequired
Opportunity Status. Opportunity statuses must be setup in Settings first before they will show up in this dropdown.
Confidence
Set a percentage confidence level for this Opportunity (between 0 and 100).
Value
Set a value for this Opportunity in cents
Value Period
Choose from one time, monthly, or annual.
Close Date
Note
Add a note to this Opportunity when you add it.
User
Select the User to associate to this Opportunity. Defaults to your User account.
Contact ID
The ID of the Contact you want to assign this Opportunity to. Normally found via a "Find Contact" step.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Custom ObjectRequired
Select the object you want to trigger this Zap
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign bounce is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign open is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign unsubscribe is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task type
Leave blank to trigger for all task types, begin typing to filter, or use the Custom tab for text/input entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the subscriber is added to.
Importer Note
Adding contacts to lists via the CSV importer will not cause this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
List the subscriber is added or updated in. Leave blank if you wish this trigger to run on all contact adds or updates.
Skip Unsubscribe Events
Choose "Yes" to stop unsubscribe events from triggering the zap.
Importer Note
Creating contacts via the CSV importer will not cause this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Suggested Format:
https://www.example.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
Email Address
Email of the contact, once created it cannot be updated via this action. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE.
First Name
Last Name
Full Name
Only use this if you can't obtain the first and last name fields separately.
Phone Number
Can be used with our SMS feature.
Tags
Separate multiple tags with a comma (IE: "tag1, tag2, etc").
Organization Name
Job Title
Job Title will be available when there is an Account associated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
The contact email address (to add into the automation).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
The email message (previously created). No HTML/text values accepted here. To generate a new email message, create a new campaign and set up the email message on the template step. Save it, then come back into Zapier and choose that message from the dropdown here.
ListRequired
Campaign NameRequired
This is internal name of the campaign, not the subject.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Enter the contact ID.
List IDRequired
Enter the List ID or enter zero for all lists.
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Insert the task ID to be updated. Leave blank if creating a new task
Title
The title to be assigned to the task.
Contact IDRequired
Insert the ID of the Contact to be assigned this task.
Note
The content describing the task.
Due DateRequired
Due date of the task ex. 2021-02-25T12:00:00-06:00.
End Date
End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
Task TypeRequired
The type of the task based on the available Task Types in your account.
Assignee
The id of the user this task will be assigned to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
In cents. Example: $350.00 would be 35000.
Currency
Example: usd.
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
Deal's description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Found under the Settings > Tracking > Event Tracking section of ActiveCampaign.
Event Account IDRequired
Found under the Settings > Tracking > Event Tracking API section of ActiveCampaign.
Event NameRequired
Event Value
Contact Email Address
If not supplied the event will still be saved.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for ActiveCampaign are located here https://developers.activecampaign.com/v3/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}
is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
Email Address
Email of the contact. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
Contact Email
Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
ActionThis is an event a Zap performs.SearchFind existing data in your app