ActiveCampaign + Perfex CRM

Update Perfex CRM leads when ActiveCampaign contacts are updated

Effortlessly keep your contacts and leads up-to-date with this ActiveCampaign and Perfex CRM automation. Whenever a contact is updated in ActiveCampaign, this workflow will create a new lead in Perfex CRM, ensuring your sales team always has the most current information for seamless follow-ups and potential conversions. Save time and enhance your team's efficiency with this powerful integration.

When this happens...
Updated Contact
Triggers when an existing contact details are updated.
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Create Lead
Creates new Lead
ActionWrite

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Supported triggers and actions

What does this mean?

- Custom ObjectRequired
- Trigger EventsRequired
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- Task Type (Optional)
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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
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- ListRequired
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- List (Deprecated)
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New Deal Note
Triggers when a new deal note is created.
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
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- ListRequired
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- EventRequired
- Tag
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- Account IDRequired
- Name
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact IDRequired
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
New Customer
Triggers when a new customer is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when there's a new task.
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Create Customer
Create a Customer
Action
Write
Create Lead
Creates new Lead
Action
Write
Create Task
Create a new task
Action
Write

- Custom ObjectRequired
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Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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Instant
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- ListRequired
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- ListRequired
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- ListRequired
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- Task type
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New Deal Task
Triggers when a new deal task is created.
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- ListRequired
- Importer Note
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- List
- Skip Unsubscribe Events
- Importer Note
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- NameRequired
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search
New Invoice
Triggers when a new invoice in created.
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New Project
Triggers when there's a new project.
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New Ticket
Triggers when a new support ticket is created.
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Instant
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Create Invoice
Creates a new invoice
Action
Write
Create Project
Creates a new project
Action
Write

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

Similar apps

AWeber

Email Newsletters

HubSpot

Marketing Automation

Constant Contact

Email Newsletters

About Perfex CRM

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

ActiveCampaign + Perfex CRM

Update Perfex CRM leads when ActiveCampaign contacts are updated

New or Updated Custom Object Record

Trigger EventsRequired

Deal Task Completed

Task Type (Optional)

New Automation Webhook

New Campaign Link Click

ListRequired

New Campaign Starts Sending

ListRequired

New Contact Note

List (Deprecated)

New Deal Note

New Deal Added or Updated

Updated Contact

ListRequired

Tag Added or Removed From Contact

EventRequired

Tag

Update Account

Account IDRequired

Name

Website

Create Deal (Deprecated)

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account

Contact Email Address

Remove Contact From Automation

AutomationRequired

Automation RunRequired

Contact IDRequired

Add Contact to Account

Contact IDRequired

Account IDRequired

Job Title

Add/Remove Tag From Contact

Contact IDRequired

ActionRequired

Existing Tags

Tags

Create or Update a Custom Object Record

Custom ObjectRequired

Record ID

External ID

Create Deal

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account ID

Contact ID

Description

Create or Update Deal Task

Task ID

Title

Deal IDRequired

Note

Due DateRequired

End Date

Task TypeRequired

Assignee

Subscribe or Unsubscribe Contact From List

ActionRequired

List IDRequired

Contact ID

Email Address

API Request (Beta)

Api Docs Info

HTTP MethodRequired