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ActiveCampaign + InvestNext

Create new InvestNext contacts from new ActiveCampaign contacts added to list

Effortlessly manage your investor relationships by seamlessly adding new contacts from ActiveCampaign to InvestNext. This workflow activates when you add a new contact to a list in ActiveCampaign, and then instantly creates a corresponding contact in your InvestNext platform. Efficiently streamline your client management process and ensure no investor is overlooked.

Effortlessly manage your investor relationships by seamlessly adding new contacts from ActiveCampaign to InvestNext. This workflow activates when you add a new contact to a list in ActiveCampaign, and then instantly creates a corresponding contact in your InvestNext platform. Efficiently streamline your client management process and ensure no investor is overlooked.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Contact Added to List

    Triggers when a new contact is added to a list.

    TriggerInstant
  2. automatically do this!
    InvestNextInvestNext
    Create Contact

    Creates a new contact in the CRM (duplicate email addresses will be ignored)

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New 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.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • ListRequired

    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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investnext logo

About InvestNext

InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.

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