ActiveCampaign + Pipedrive

Add notes to ActiveCampaign deals when new Pipedrive leads are created

Effortlessly keep track of your new Pipedrive leads by adding notes to corresponding ActiveCampaign deals with this automation. When a new lead is added in Pipedrive, a note will be created in ActiveCampaign, ensuring that valuable information is always up-to-date and easily accessible, without any manual work. Stay organized and enhance communication between your sales and marketing teams with this seamless workflow.

Effortlessly keep track of your new Pipedrive leads by adding notes to corresponding ActiveCampaign deals with this automation. When a new lead is added in Pipedrive, a note will be created in ActiveCampaign, ensuring that valuable information is always up-to-date and easily accessible, without any manual work. Stay organized and enhance communication between your sales and marketing teams with this seamless workflow.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add Note to Deal

    Adds a note to a deal.

    ActionWrite
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Supported triggers and actions

  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

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

    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Polling
    Try It
    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    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.
Learn more

Related categories

  • Marketing Automation

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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