ActiveCampaign + Elements Financial Advisor Tools
Add new Elements prospects as contacts in ActiveCampaign
Manually adding new Elements prospects to your ActiveCampaign contact list can be time-consuming. Simplify your workflow with this integration that automatically creates a contact in ActiveCampaign whenever a new prospect is added in Elements. Focus on nurturing relationships while enjoying an efficient and organized prospect management process.
Manually adding new Elements prospects to your ActiveCampaign contact list can be time-consuming. Simplify your workflow with this integration that automatically creates a contact in ActiveCampaign whenever a new prospect is added in Elements. Focus on nurturing relationships while enjoying an efficient and organized prospect management process.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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New Prospect
Triggers when a new prospect is added to Elements.
Try ItCustom ObjectRequired
Try ItNew or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItListRequired
Try It
Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew 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 ItListRequired
Try It
