1.Detect contact tag added
Integrate ActiveCampaign, onboarding tools, and contact tracking to capture contact tag additions and start the workflow.
Create onboarding task and update member record immediately
Automatically monitor contact tag added events in ActiveCampaign across task management and membership onboarding. Create and update when membership tags are applied, cohort tags match, or term tags activateβso you can assign owners, set due-now tasks, and enroll members in a nurture sequence without manual follow-up.
How this automation accelerates onboarding for new members
When a membership tag is added, delays can leave onboarding tasks unassigned and stages out of date. This automation pauses front-end work, finds member and lead records, and creates due-now tasks and nurture subscriptionsβso your team can move members forward immediately.
ActiveCampaignor swap with your favorite app
2.Pauses front-end processes
Integrate Sub-Zap by Zapier, automation logic, and data mapping tools to pause front-end processes and pass the contact email.
Sub-Zap by Zapieror swap with your favorite app
3.Finds contact by email
Integrate ActiveCampaign and contact lookup tools to find contact identifiers by email for downstream actions.
4.Finds or creates lead
Integrate Close and lead routing tools to find or create a lead by contact name and email.
Closeor swap with your favorite app
5.Selects concierge owner
Integrate Close and task assignment tools to select a concierge user from the configured group pool.
6.Updates opportunity stage
Integrate Close and pipeline management tools to update the lead or opportunity status to the configured stage.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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