ActiveCampaign + Zoho CRM

Create or update ActiveCampaign deal tasks for new Zoho CRM contacts

Effortlessly manage your sales pipeline with this workflow between Zoho CRM and ActiveCampaign. Whenever a new contact is added in Zoho CRM, a deal task will be created or updated in ActiveCampaign. This automation keeps your sales team informed and ensures no opportunity slips through the cracks, all with real-time updates.

Effortlessly manage your sales pipeline with this workflow between Zoho CRM and ActiveCampaign. Whenever a new contact is added in Zoho CRM, a deal task will be created or updated in ActiveCampaign. This automation keeps your sales team informed and ensures no opportunity slips through the cracks, all with real-time updates.

  1. When this happens...
    Zoho CRMZoho CRM
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Deal Task

    Creates or updates a deal task

    ActionWrite
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Supported triggers and actions

What does this mean?
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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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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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  • CRM (Customer Relationship Management)
  • Zoho

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