1.Detect new contact created or updated
Integrate ConnectWise Manage to catch new or changed contact records and begin the nurture entry flow.
Add or update CRM contacts to nurture list
Automatically monitor new contact created or updated records across ConnectWise Manage and filter by your ActiveCampaign nurture settings. Create and update when emails are present or contact types match or records are not marked inactive—so you can validate contacts, enrich company fields, and add to your nurture list without manual list building.
How this automation builds your nurture list automatically
When new contacts are created or updated in your CRM, delays can slow campaign entry and reduce follow-through. This automation validates CRM contacts, enriches company details, and adds or updates subscribers on your nurture list—so your team can scale outreach without manual list building.
ConnectWise Manageor swap with your favorite app
2.Validate contact qualifies
Integrate Filter by Zapier to gate the workflow until contacts have an email, match the contact type, and are active.
Filter by Zapieror swap with your favorite app
3.Find contact by email
Integrate ConnectWise Manage to look up contacts by email so existing records are reused for nurture entry.
4.Find company by identifier
Integrate ConnectWise Manage and enrichment tools to retrieve company-level fields for subscriber enrichment.
5.Add or update nurture list contact
Integrate ActiveCampaign to add or update the contact, map subscriber fields, assign tags, and place them on the nurture list.
ActiveCampaignor swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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