1.Detect new deal
Integrate Salestrekker and CRM triggers to watch for new deal contacts entering your pipeline.
Add new deal contacts to marketing list and logs
Automatically capture new deal contacts across Salestrekker and ActiveCampaign. Create and update when qualifying deals enter onboardingβso you can add to your marketing list, start follow-up automations, and log each deal contact without manual logging.
How this automation scales deal contact onboarding
When new deals hit Salestrekker, unfiltered contacts can miss your list and your audit trail. This automation filters qualifying deals, formats contact details, creates or updates ActiveCampaign contacts, and appends Google Sheets deal logsβso your team can onboard prospects faster.
Salestrekkeror swap with your favorite app
2.Continue only for qualifying deals
Integrate Filter by Zapier to evaluate your configured workflow flag or stage and continue only qualifying records.
Filter by Zapieror swap with your favorite app
3.Normalize contact fields
Integrate Formatter by Zapier to normalize names and extract contact email fields for consistent marketing list entries.
Formatter by Zapieror swap with your favorite app
4.Create or update contact in list
Integrate ActiveCampaign to find or create the contact, add tags, and add them to marketing list and onboarding automations.
ActiveCampaignor swap with your favorite app
5.Append deal log rows
Integrate Google Sheets to append contact rows and master deal log entries for auditing and reporting.
Google Sheetsor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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