1.Detects automation webhook contact update
Integrate ActiveCampaign and webhook tools to capture applicant contact update data and trigger deal creation.
Create pending deal for retreat applicant and notify team
Automatically catch retreat applicant webhooks and update contacts across ActiveCampaign. Create and update pending deals and notify the team when submissions arriveβso you can track applicants, log submissions, and route next steps without manual follow-up.
How this automation creates pending deals and alerts coordinators
When retreat applications arrive with no consistent follow-up path, pending work can stall and coordinators miss intake timing. This automation finds the applicant contact, creates a pending deal, logs the submission in Google Sheets, and notifies the team to start next steps.
ActiveCampaignor swap with your favorite app
2.Finds contact by incoming ID
Integrate ActiveCampaign and CRM tools to look up the contact record and retrieve applicant fields.
3.Resolves retreat payment link or location
Integrate Formatter by Zapier and lookup tables to parse retreat selection and resolve the payment link.
Formatter by Zapieror swap with your favorite app
4.Creates pending deal in pipeline
Integrate ActiveCampaign and pipeline management tools to create the deal, set stage and value, and attach contact details.
5.Adds reporting row for the deal
Integrate Google Sheets and reporting tools to append a worksheet row for timestamp, applicant details, and deal link.
Google Sheetsor swap with your favorite app
6.Posts deal link to the team
Integrate Slack and team messaging tools to post applicant summary and the new deal link for intake follow-up.
Slackor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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.
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.
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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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