Dubsado + ActiveCampaign + Pipedrive Integrations

How to connect Dubsado + ActiveCampaign + Pipedrive

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Do even more with Dubsado + ActiveCampaign + Pipedrive

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dubsado, ActiveCampaign, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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New Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Custom ObjectRequired
  Select the object you want to trigger this Zap
- Trigger EventsRequired
  Select which events should trigger this Zap
Trigger
Instant
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- Task Type (Optional)
  The type of the task based on the available Task Types in your account
Trigger
Instant
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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
  List the campaign link click is associated with.
Trigger
Instant
Try It

- ListRequired
  List the Campaign is sent to.
Trigger
Instant
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- List
  List that the contact note is associated with.
Trigger
Instant
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New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
Try It
- ListRequired
  List the subscriber is updated in.
Trigger
Instant
Try It
- EventRequired
- Tag
  Leave blank to trigger for all Tags, begin typing to filter, or use the Custom tab for text/input entry
Trigger
Instant
Try It
- Account IDRequired
- Name
- Website
  Suggested Format: https://www.example.com
Action
Write
- TitleRequired
- ValueRequired
  In dollars. Example: 350.00.
- Owner
  The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value (or invalid value) is supplied, it will default to the connected ActiveCampaign account user.
- CurrencyRequired
  Example: usd.
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
  The contact will be removed from this automation.
- Automation RunRequired
  The automation run(s) that the contact will be removed from.
- Contact IDRequired
  ActiveCampaign ID of the contact.
Action
Write
- Contact IDRequired
  Contact that will get added to the account.
- Account IDRequired
  Choose an account.
- Job Title
  Set a job title for the related contact.
Action
Write
- Contact IDRequired
  The ID of the Contact where the tag will be added or removed
- ActionRequired
  Add or remove tag from AC Contact
- Existing Tags
  Choose from list or enter/insert tag data below
- Tags
  Enter/insert tag data or use the drop down list above, separate tags with a comma
Action
Write
- Custom ObjectRequired
  The object that you want to create a record for in ActiveCampaign
- Record ID
  To update an existing record, provide the record ID or external ID
- External ID
  To update an existing record, provide the record ID or external ID
Action
Write
- TitleRequired
- ValueRequired
  In cents. Example: $350.00 would be 35000.
- Owner
  The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value is supplied, it will default to the connected ActiveCampaign account user.
- CurrencyRequired
  Example: usd.
- PipelineRequired
- StageRequired
- Account ID
  An Account or Contact is required to create a deal.
- Contact ID
  An Account or Contact is required to create a deal. The Contact selected will be made the Primary Contact.
- Description
  Deal's description
Action
Write
- Task ID
  Insert the task ID to be updated. Leave blank if creating a new task.
- Title
  The title to be assigned to the task.
- Deal IDRequired
  Insert the ID of the Deal to be assigned this task.
- Note
  The content describing the task.
- Due DateRequired
  Due date of the task ex. 2021-02-25T12:00:00-06:00.
- End Date
  End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
- Task TypeRequired
  The type of the task based on the available Task Types in your account.
- Assignee
  The id of the user this task will be assigned to.
Action
Write
- ActionRequired
  Subscribing will not update lists the Contact already belongs to with any status. Unsubscribing requires the contact already belongs to the list in some status.
- List IDRequired
  List from which you'd like to your Contact to be Subscribed/Unsubscribed
- Contact ID
  ActiveCampaign ID of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Email Address' MUST BE
- Email Address
  Email of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Contact ID' MUST BE
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
  The contact task title
- Contact ID
  The related contact ID
Action
Search
- Title
  The title of the Deal
- Contact Email
  The email of a Contact on the Deal
Action
Search
- EmailRequired
  Email of the user being searched
Action
Search
- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
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Updated Person
Triggers when an existing person is updated.
Trigger
Scheduled
Try It
- SubjectRequired
- Organization
- Assign To
  If omitted, the activity will be assigned to the user of the connected account.
- Person
- Deal
- Is done?
- Type
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
  Lead must be associated with at least one person or organization.
- Organization
  Lead must be associated with at least one person or organization.
- Owner
  Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
- Note
  Supports some HTML formatting. Defaults as an unpinned note unless specified below.
- Pin Note to Lead?
  If true, the note in the field above will be pinned to the top of this lead.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Defaults to account's currency settings if not specified.
- Price
  A currency must be specified in order to set a price.
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- SubjectRequired
  Partial sentences are ok, we'll try to find the best match.
- Assigned To
- Type
- Filter
  If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
- Status
  Note that "Not Done" is set as the default when no option is picked.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
  Partial sentences are ok, we'll try to find the best match.
- Assign To
  If omitted, the activity will be assigned to the user of the connected account.
- Type
- Filter
  If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
- Is done?
  Note that "Not Done" is set as the default when no option is picked.
- Organization
- Person
- Deal
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
- TitleRequired
- Person
  Lead must be associated with at least one person or organization.
- Organization
  Lead must be associated with at least one person or organization.
- Owner
  Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
- Note
  Supports some HTML formatting. Defaults as an unpinned note unless specified below.
- Pin Note to Lead?
  If true, the note in the field above will be pinned to the top of this lead.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write

New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Trigger
Instant
Try It
New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
Try It
- Project Workflow
  The template workflow that should be applied and started when the project is created. Please do not use the "Use a Custom Value" option under "Other Options".
- Project Location: Name
  The name of the created project's location.
- Project Location: Address Line 1
  The address for the created project's location.
- Project Location: Address Line 2
  The address for the created project's location.
- Project Location: City
  The address for the created project's location.
- Project Location: State/Province
  The address for the created project's location.
- Project Location: Zip/Postal
  The address for the created project's location.
- Project Location: Country
  The address for the created project's location.
- Alternate Contact: First Name
  The client's alternate contact's first name.
- Alternate Contact: Last Name
  The client's alternate contact's last name.
- Alternate Contact: Phone
  The client's alternate contact's phone number.
- Alternate Contact: Email
  The client's alternate contact's email address.
- Client Address: Line 1
  The client's address.
- Client Address: Line 2
  The client's address.
- Client Address: City
  The client's address.
- Client Address: State/Province
  The client's address.
- Client Address: Zip/Postal
  The client's address.
- Client Address: Country
  The client's address.
- Client Company: Name
  The name of the client's company.
- Client Company: Email
  The client's company email address.
- Client Company: Phone
  The client's company phone number.
- Project Status
  The project status that should be assigned to the project when it's created. If no status is selected, the project will be created as a lead by default. Please do not use the "Use a Custom Value" option under "Other Options".
- Project Source
  The source for where this project was created from. Please do not use the "Use a Custom Value" option under "Other Options".
- TitleRequired
  The title of the created project.
- Start Date
  The date the created project begins on.
- End Date
  The date the created project ends on.
- Client First Name
  The client's first name.
- Client Last Name
  The client's last name.
- Client EmailRequired
  The client's email address.
- Client Phone Number
  The client's phone number.
Action
Write
- Custom ObjectRequired
  Select the object you want to trigger this Zap
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It
- ListRequired
  List the campaign bounce is associated with.
Trigger
Instant
Try It
- ListRequired
  List the campaign open is associated with.
Trigger
Instant
Try It
- ListRequired
  List the campaign unsubscribe is associated with.
Trigger
Instant
Try It
- Task type
  Leave blank to trigger for all task types, begin typing to filter, or use the Custom tab for text/input entry.
Trigger
Instant
Try It
New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- ListRequired
  List the subscriber is added to.
- Importer Note
  Adding contacts to lists via the CSV importer will not cause this trigger to fire.
Trigger
Instant
Try It
- List
  List the subscriber is added or updated in. Leave blank if you wish this trigger to run on all contact adds or updates.
- Skip Unsubscribe Events
  Choose "Yes" to stop unsubscribe events from triggering the zap.
- Importer Note
  Creating contacts via the CSV importer will not cause this trigger to fire.
Trigger
Instant
Try It
- NameRequired
- Website
  Suggested Format: https://www.example.com
Action
Write
- List
- ID
  ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
- Email Address
  Email of the contact, once created it cannot be updated via this action. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE.
- First Name
- Last Name
- Full Name
  Only use this if you can't obtain the first and last name fields separately.
- Phone Number
  Can be used with our SMS feature.
- Tags
  Separate multiple tags with a comma (IE: "tag1, tag2, etc").
- Organization Name
- Job Title
  Job Title will be available when there is an Account associated.
Action
Write
- AutomationRequired
- Subscriber EmailRequired
  The contact email address (to add into the automation).
Action
Write
- Email MessageRequired
  The email message (previously created). No HTML/text values accepted here. To generate a new email message, create a new campaign and set up the email message on the template step. Save it, then come back into Zapier and choose that message from the dropdown here.
- ListRequired
- Campaign NameRequired
  This is internal name of the campaign, not the subject.
Action
Write
- Contact IDRequired
  Enter the contact ID.
- List IDRequired
  Enter the List ID or enter zero for all lists.
- NoteRequired
Action
Write
- Task ID
  Insert the task ID to be updated. Leave blank if creating a new task
- Title
  The title to be assigned to the task.
- Contact IDRequired
  Insert the ID of the Contact to be assigned this task.
- Note
  The content describing the task.
- Due DateRequired
  Due date of the task ex. 2021-02-25T12:00:00-06:00.
- End Date
  End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
- Task TypeRequired
  The type of the task based on the available Task Types in your account.
- Assignee
  The id of the user this task will be assigned to.
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
  In cents. Example: $350.00 would be 35000.
- Currency
  Example: usd.
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
  Deal's description
Action
Write
- Event KeyRequired
  Found under the Settings > Tracking > Event Tracking section of ActiveCampaign.
- Event Account IDRequired
  Found under the Settings > Tracking > Event Tracking API section of ActiveCampaign.
- Event NameRequired
- Event Value
- Contact Email Address
  If not supplied the event will still be saved.
Action
Write
- ID
  ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
- Email Address
  Email of the contact. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE
Action
Search
- Deal Title
  Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
- Contact Email
  Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
Action
Search
- Deal Task TitleRequired
  The deal task title
- Deal ID
  The related deal ID
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
  If no stage is specified, the trigger will fire on any deal who's stage was updated.
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- DealRequired
- ProductRequired
- PriceRequired
  Price at which this product will be added to the deal.
- QuantityRequired
  How many items of this product will be added to the deal.
- Discount Percentage
- Comments
- Is enabled?
Action
Write
- TitleRequired
- Creation Date
  Requires Admin access to Pipedrive account
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
  The user you want to assign as a follower.
- What to add follower to?Required
Action
Write
- ContentRequired
  Supports some HTML formatting.
- Deal
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified deal?
- Person
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified person?
- Organization
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified organization?
- Lead
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Is Done?
- Subject
- Assign To
- Deal
- Person
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
- Type
- Organization
Action
Write
- LeadRequired
- Title
- Owner
  Select user who will be marked as the owner of this lead.
- Organization
  Organization this lead will be associated with.
- Person
  Person this lead will be associated with.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
  Will overwrite current email addresses.
- Phone
  Will overwrite current phone numbers.
Action
Write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
- TitleRequired
- Creation Date
  Requires Admin access to Pipedrive account
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Defaults to account's currency settings if not specified.
- Price
  A currency must be specified in order to set a price.
- Cost
- Overhead Cost
Action
Search or write

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How Dubsado + ActiveCampaign + Pipedrive Integrations Work

Step 1: Authenticate Dubsado, ActiveCampaign, and Pipedrive.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Dubsado + ActiveCampaign + Pipedrive

About Dubsado

Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.

Learn more

Related categories

CRM (Customer Relationship Management)

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

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Marketing Automation

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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.

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Dubsado + ActiveCampaign + Pipedrive Integrations

How to connect Dubsado + ActiveCampaign + Pipedrive

Do even more with Dubsado + ActiveCampaign + Pipedrive

Contract Signed

New Project as Lead

Project Status Updated

New or Updated Custom Object Record

Custom ObjectRequired

Trigger EventsRequired

Deal Task Completed

Task Type (Optional)

New Automation Webhook

New Campaign Link Click

ListRequired

New Campaign Starts Sending

ListRequired

New Contact Note

List

New Deal Note

New Deal Added or Updated

Updated Contact

ListRequired

Tag Added or Removed From Contact

EventRequired

Tag

Update Account

Account IDRequired

Name

Website

Create Deal (Deprecated)

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account

Contact Email Address

Remove Contact From Automation

AutomationRequired

Automation RunRequired

Contact IDRequired

Add Contact to Account

Contact IDRequired

Account IDRequired

Job Title

Add/Remove Tag From Contact

Contact IDRequired

ActionRequired

Existing Tags

Tags

Create or Update a Custom Object Record

Custom ObjectRequired

Record ID

External ID

Create Deal

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account ID

Contact ID

Description

Create or Update Deal Task

Task ID

Title

Deal IDRequired

Note

Due DateRequired

End Date

Task TypeRequired

Assignee

Subscribe or Unsubscribe Contact From List

ActionRequired

List IDRequired

Contact ID

Email Address

Find Account