1.Detect contact tag added
Integrate ActiveCampaign and CRM tools to detect a configured tag addition and trigger candidate outreach workflows.
Create candidate lead and send opt-in message via messaging
Automatically detect recruiting ad tag additions across ActiveCampaign. Send and track opt-in messaging, lead updates, and attribution via convert events after tag-based opt insβso you can start recruiter outreach without manual follow-up.
How this automation accelerates opt in outreach
When a contact receives the recruiting ad tag, delays can stall outreach and break attribution. This automation normalizes lead fields, finds or creates candidate records, sends a conversion event, then delivers an opt-in message so your team can start recruiter outreach.
ActiveCampaignor swap with your favorite app
2.Clean and extract lead fields
Integrate Code by Zapier and data normalization tools to clean phone numbers, build full names, and extract UTM values to populate lead fields.
Code by Zapieror swap with your favorite app
3.Find or create candidate lead
Integrate Close and CRM tools to search leads by email and phone, then create or update a candidate record with UTM fields.
Closeor swap with your favorite app
4.Send lead conversion event
Integrate Facebook Conversions (for Business admins) and attribution reporting tools to send a lead event with the opt-in timestamp and campaign details.
Facebook Conversions (for Business admins)or swap with your favorite app
5.Send templated opt-in message
Integrate respond.io and messaging templates to create or update the contact and send an opt-in message, skipping booked contacts.
respond.ioor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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