ActiveCampaign + InvestNext
Create or update ActiveCampaign contacts from new InvestNext form submissions
Easily manage your contacts with this convenient automation! When a form is submitted in InvestNext, this workflow will create or update a contact in ActiveCampaign, ensuring your database stays current and organized. Save time, reduce manual data entry, and keep your contacts up-to-date with this seamless integration.
Easily manage your contacts with this convenient automation! When a form is submitted in InvestNext, this workflow will create or update a contact in ActiveCampaign, ensuring your database stays current and organized. Save time, reduce manual data entry, and keep your contacts up-to-date with this seamless integration.
- When this happens...Form Submission
Trigger when a new form is submitted
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Dynamic Fields
Try ItUpdated Opportunity Stage
Triggers when an opportunity stage is updated
Try ItCustom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try It
New Opportunity
Triggers when a new opportunity is created
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Phone Number
Send Invite To Investor Portal?
Update Existing Contact Record?
Custom ObjectRequired
Try ItNew or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try It
