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ActiveCampaign + Perfex CRM

Create leads in Perfex CRM for new or updated contacts in ActiveCampaign

Keep your sales process streamlined by automatically adding new or updated contacts from ActiveCampaign to Perfex CRM as leads. With this workflow, every time a contact is added or updated in ActiveCampaign, a lead will be created in Perfex CRM, ensuring you never miss a sales opportunity and allowing your team to focus on building relationships.

Keep your sales process streamlined by automatically adding new or updated contacts from ActiveCampaign to Perfex CRM as leads. With this workflow, every time a contact is added or updated in ActiveCampaign, a lead will be created in Perfex CRM, ensuring you never miss a sales opportunity and allowing your team to focus on building relationships.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New or Updated Contact

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

    TriggerInstant
  2. automatically do this!
    Perfex CRMPerfex CRM
    Create Lead

    Creates new Lead

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
    Try It
    • Task Type (Optional)

    Trigger
    Instant
    Try It
  • 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
    Try It
    • 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
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
activecampaign logo
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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About Perfex CRM

Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.

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