ActiveCampaign + Zapier Tables
Capture new deal notes in ActiveCampaign and create records in Zapier Tables
Keep your team in the loop by updating records each time there's a new deal note in ActiveCampaign. With this workflow, whenever you add a new deal note within ActiveCampaign, it creates a corresponding record in the Tables app. This way, the team is kept up to date with every negotiation or sales progress, improving productivity and accuracy in your sales and marketing efforts.
Keep your team in the loop by updating records each time there's a new deal note in ActiveCampaign. With this workflow, whenever you add a new deal note within ActiveCampaign, it creates a corresponding record in the Tables app. This way, the team is kept up to date with every negotiation or sales progress, improving productivity and accuracy in your sales and marketing efforts.
- When this happens...New Deal Note
Triggers when a new deal note is created.
- automatically do this!Create Record
Creates a new record on a table.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew 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 ItListRequired
Try It