Create or update ActiveCampaign contacts when new opportunities are created in Moxie
Boost your sales efficiency with this seamless workflow between Moxie and ActiveCampaign. Once an opportunity is created in Moxie, it immediately updates or creates a contact in ActiveCampaign. This ensures that all your contacts are current and organized, saving you considerable time and allowing you to focus on crafting top-tier marketing strategies. Your customer communication will improve, leading to more successful sales opportunities.
Boost your sales efficiency with this seamless workflow between Moxie and ActiveCampaign. Once an opportunity is created in Moxie, it immediately updates or creates a contact in ActiveCampaign. This ensures that all your contacts are current and organized, saving you considerable time and allowing you to focus on crafting top-tier marketing strategies. Your customer communication will improve, leading to more successful sales opportunities.
- When this happens...Opportunity Created
Triggered with a pipeline opportunity is created
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItAgreement Viewed
Triggers when a user views the proposal.
Try ItClient Deleted
Triggers when a client record is deleted in Hectic.
Try ItDeliverable Created
Triggered when a Project Task / Deliverable is created
Try It
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItClient Created
Triggers when a new client is created in Hectic.
Try ItClient Updated
Triggers when a client record is updated in Hectic.
Try ItDeliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Try It