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ActiveCampaign + Close

Create or update contacts in ActiveCampaign for new contacts in Close's smart view

When a new contact appears in your Close Smart View, this workflow ensures they're updated or created in ActiveCampaign immediately. The seamless handshake between the two apps allows you to manage your contacts more efficiently. No more manual data entry, giving you more time to nurture relationships with your new contacts.

When a new contact appears in your Close Smart View, this workflow ensures they're updated or created in ActiveCampaign immediately. The seamless handshake between the two apps allows you to manage your contacts more efficiently. No more manual data entry, giving you more time to nurture relationships with your new contacts.

  1. When this happens...
    CloseClose
    New Contact in Contact Smart View

    Triggers when a new Contact is added to a Contact Smart View.

    TriggerScheduled
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    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
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    Trigger
    Instant
    Try It
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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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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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