Create estimates in Pennylane for new or updated contacts in ActiveCampaign
Keep your sales process efficient with this automation that connects ActiveCampaign and Pennylane. Whenever a new or updated contact is detected in ActiveCampaign, this workflow will seamlessly create an estimate in Pennylane, ensuring you stay on top of potential deals without manual effort. Enjoy the convenience of streamlined contact-to-estimate management.
Keep your sales process efficient with this automation that connects ActiveCampaign and Pennylane. Whenever a new or updated contact is detected in ActiveCampaign, this workflow will seamlessly create an estimate in Pennylane, ensuring you stay on top of potential deals without manual effort. Enjoy the convenience of streamlined contact-to-estimate management.
- When this happens...New or Updated Contact
Triggers when a new contact is added or existing contact's details are updated.
- automatically do this!Create Estimate
Creates a new estimate.
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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