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.
- When this happens...
New LeadTriggers when a Lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Note to DealAdds a note to a deal.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
Skip Unsubscribe Events
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
Email Address
First Name
Last Name
Full Name
Phone Number
Tags
Organization Name
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
ListRequired
Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
List IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Contact IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
Currency
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Event Account IDRequired
Event NameRequired
Event Value
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustom ObjectRequired
Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Automation RunRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Account IDRequired
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionRequired
Existing Tags
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Record ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account ID
Contact ID
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Deal IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
List IDRequired
Contact ID
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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Email NewslettersAbout 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.
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CRM (Customer Relationship Management)Related Zap Templates
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Create Pipedrive deals for new or updated ActiveCampaign contacts
- Add new or updated ActiveCampaign contacts as people on Pipedrive
- Add or update contacts on ActiveCampaign when new deals are added to a stage on Pipedrive
- Create people in Pipedrive when new subscribers are added to ActiveCampaign
- Update contact activity in Pipedrive when leads open a new campaign in ActiveCampaign
- Create Pipedrive deals when tags are added or removed from ActiveCampaign contacts
- Create Pipedrive leads from new contacts added to lists in ActiveCampaign
- Create Pipeline deals from new ActiveCampaign contacts added to a list
- Add new ActiveCampaign subscribers to Pipedrive as people
- Add ActiveCampaign contacts or update them when new deals are added on Pipedrive
- Create Pipedrive deals from ActiveCampaign email clicks
- Update ActiveCampaign deals when Pipedrive deals are moved to a new stage
- Create Pipedrive people for new contacts added to list in ActiveCampaign
- Create ActiveCampaign contacts from newly updated deal stages in Pipedrive
- Create/update ActiveCampaign contacts from new leads in Pipedrive
- Update deal stages in Pipedrive and add existing contacts to automations in ActiveCampaign
- Create Pipedrive leads from new ActiveCampaign campaign link clicks
- Create or update ActiveCampaign contacts when matching persons are found in Pipedrive
- Add new ActiveCampaign contacts to list and attach files in Pipedrive
- Update Pipedrive leads when new or updated ActiveCampaign contacts appear
- Update Pipedrive activities when new contacts are added to ActiveCampaign lists
- Update Pipedrive organizations when ActiveCampaign contacts are updated
- Create or update ActiveCampaign deal tasks for new Pipedrive activities
- Update ActiveCampaign accounts when new Pipedrive leads arrive
- Update Pipedrive leads when ActiveCampaign contacts are updated
- Create or update ActiveCampaign contact tasks for new Pipedrive leads
- Create notes in Pipedrive for updated contacts in ActiveCampaign
- Create ActiveCampaign accounts for new Pipedrive leads
- Create Pipedrive leads from new or updated ActiveCampaign contacts
- Add followers in Pipedrive for new or updated contacts in ActiveCampaign
- Add or remove tags from ActiveCampaign contacts when new leads are created in Pipedrive
- Create Pipedrive activities for updated ActiveCampaign contacts
- Create tracked events in ActiveCampaign for new Pipedrive activities
- Update Pipedrive persons when ActiveCampaign contacts are updated
- Add new Pipedrive leads to ActiveCampaign campaigns
- Update ActiveCampaign contacts list when Pipedrive deal stages change
- Manage new Pipedrive deal matching filters by subscribing or unsubscribing contacts from ActiveCampaign list
- Update ActiveCampaign deals when deal stages are updated in Pipedrive
- Create Pipedrive deals from new ActiveCampaign automation webhooks
- Update ActiveCampaign contacts when persons are updated in Pipedrive
- Manage updated Pipedrive filters by automatically adding contacts to ActiveCampaign automation
- Manage matched Pipedrive persons by subscribing or unsubscribing ActiveCampaign contacts from lists
- Create new Pipedrive organizations from new ActiveCampaign contacts added to list
- Update ActiveCampaign contacts when Pipedrive persons are updated
- Update tags on ActiveCampaign contacts when Pipedrive deal stages change
- "filter matching organizations in Pipedrive and add or remove tags from contacts in ActiveCampaign"
Related Zap Templates
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Add or update contacts on ActiveCampaign when new deals are added to a stage on Pipedrive
- Create Pipedrive deals when tags are added or removed from ActiveCampaign contacts
- Add new ActiveCampaign subscribers to Pipedrive as people
- Update ActiveCampaign deals when Pipedrive deals are moved to a new stage
- Create/update ActiveCampaign contacts from new leads in Pipedrive
- Create or update ActiveCampaign contacts when matching persons are found in Pipedrive
- Update Pipedrive activities when new contacts are added to ActiveCampaign lists
- Update ActiveCampaign accounts when new Pipedrive leads arrive
- Create notes in Pipedrive for updated contacts in ActiveCampaign
- Add followers in Pipedrive for new or updated contacts in ActiveCampaign
- Create tracked events in ActiveCampaign for new Pipedrive activities
- Update ActiveCampaign contacts list when Pipedrive deal stages change
- Create Pipedrive deals from new ActiveCampaign automation webhooks
- Manage matched Pipedrive persons by subscribing or unsubscribing ActiveCampaign contacts from lists
- Update tags on ActiveCampaign contacts when Pipedrive deal stages change
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- Create Pipedrive deals for new or updated ActiveCampaign contacts
- Create people in Pipedrive when new subscribers are added to ActiveCampaign
- Create Pipedrive leads from new contacts added to lists in ActiveCampaign
- Add ActiveCampaign contacts or update them when new deals are added on Pipedrive
- Create Pipedrive people for new contacts added to list in ActiveCampaign
- Update deal stages in Pipedrive and add existing contacts to automations in ActiveCampaign
- Add new ActiveCampaign contacts to list and attach files in Pipedrive
- Update Pipedrive organizations when ActiveCampaign contacts are updated
- Update Pipedrive leads when ActiveCampaign contacts are updated
- Create ActiveCampaign accounts for new Pipedrive leads
- Add or remove tags from ActiveCampaign contacts when new leads are created in Pipedrive
- Update Pipedrive persons when ActiveCampaign contacts are updated
- Manage new Pipedrive deal matching filters by subscribing or unsubscribing contacts from ActiveCampaign list
- Update ActiveCampaign contacts when persons are updated in Pipedrive
- Create new Pipedrive organizations from new ActiveCampaign contacts added to list
- "filter matching organizations in Pipedrive and add or remove tags from contacts in ActiveCampaign"
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- Add new or updated ActiveCampaign contacts as people on Pipedrive
- Update contact activity in Pipedrive when leads open a new campaign in ActiveCampaign
- Create Pipeline deals from new ActiveCampaign contacts added to a list
- Create Pipedrive deals from ActiveCampaign email clicks
- Create ActiveCampaign contacts from newly updated deal stages in Pipedrive
- Create Pipedrive leads from new ActiveCampaign campaign link clicks
- Update Pipedrive leads when new or updated ActiveCampaign contacts appear
- Create or update ActiveCampaign deal tasks for new Pipedrive activities
- Create or update ActiveCampaign contact tasks for new Pipedrive leads
- Create Pipedrive leads from new or updated ActiveCampaign contacts
- Create Pipedrive activities for updated ActiveCampaign contacts
- Add new Pipedrive leads to ActiveCampaign campaigns
- Update ActiveCampaign deals when deal stages are updated in Pipedrive
- Manage updated Pipedrive filters by automatically adding contacts to ActiveCampaign automation
- Update ActiveCampaign contacts when Pipedrive persons are updated