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ActiveCampaign + Close

Create ActiveCampaign accounts from new Close opportunities

Effortlessly manage your sales and marketing processes by connecting Close and ActiveCampaign. With this workflow, when a new opportunity is added in Close, an account is created in ActiveCampaign, ensuring seamless tracking and engagement with potential clients. Stay organized and make your sales pipeline more efficient through this easy-to-implement automation.

Effortlessly manage your sales and marketing processes by connecting Close and ActiveCampaign. With this workflow, when a new opportunity is added in Close, an account is created in ActiveCampaign, ensuring seamless tracking and engagement with potential clients. Stay organized and make your sales pipeline more efficient through this easy-to-implement automation.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create Account

    Creates a new account.

    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
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    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • 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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