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ActiveCampaign + Route the Service Platform

Add new ActiveCampaign contacts to Route the Service Platform as clients

Effortlessly manage your new contacts in ActiveCampaign and streamline your onboarding process with this automation. When you add a new contact to a list in ActiveCampaign, this workflow will create a client in the Route the Service Platform app, saving you time and ensuring a seamless transition for new clients. Simplify your client management and focus on providing excellent service.

Effortlessly manage your new contacts in ActiveCampaign and streamline your onboarding process with this automation. When you add a new contact to a list in ActiveCampaign, this workflow will create a client in the Route the Service Platform app, saving you time and ensuring a seamless transition for new clients. Simplify your client management and focus on providing excellent service.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Contact Added to List

    Triggers when a new contact is added to a list.

    TriggerInstant
  2. automatically do this!
    Route the Service PlatformRoute the Service Platform
    Create Client

    Creates a client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • 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
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    • 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
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    • ListRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
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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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route-the-service-platform logo

About Route the Service Platform

Walkthrough, bidding and proposal software for commercial cleaning companies.