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ActiveCampaign + Close

Create or update ActiveCampaign contacts from new opportunities in Close status

Keep your sales and marketing efforts in sync by connecting Close and ActiveCampaign. This workflow activates when a new opportunity reaches a specific status in Close, and then creates or updates a contact in ActiveCampaign. Stay organized and ensure your contacts are always up-to-date with this seamless automation.

Keep your sales and marketing efforts in sync by connecting Close and ActiveCampaign. This workflow activates when a new opportunity reaches a specific status in Close, and then creates or updates a contact in ActiveCampaign. Stay organized and ensure your contacts are always up-to-date with this seamless automation.

  1. When this happens...
    CloseClose
    New Opportunity in Status

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
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    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
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    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
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    • Direction

    • Completed?

    Trigger
    Instant
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    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    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.
Help

Related categories

  • Marketing Automation

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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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