1.New or updated deal
Integrate ActiveCampaign, marketing automation tools, and CRM data to detect new or updated deals for downstream reporting.
Publish new deal to dashboard and log in tracker sheet
Automatically monitor new or updated deals in ActiveCampaign across Code by Zapier, Plecto, and Google Sheets. Create and update when deal values normalize, dashboard registrations generate, and tracker rows are added or dedupedβso you can protect pipeline visibility, avoid duplicate tracking, and speed reporting without manual spreadsheet updates.
How this automation keeps dashboard reporting accurate
When new or updated deals hit ActiveCampaign, delayed or duplicated reporting can mislead pipeline decisions. This automation normalizes deal values, creates dashboard registrations, and ensures a single tracker row in Google Sheetsβso your team can trust reporting without manual cleanup.
ActiveCampaignor swap with your favorite app
2.Normalize deal value
Integrate Code by Zapier, data formatting tools, and value mapping to convert deal value into a two-decimal numeric string.
Code by Zapieror swap with your favorite app
3.Create registration
Integrate Plecto, KPI dashboards, and status tracking to create a dashboard registration with value and deal metadata.
Plectoor swap with your favorite app
4.Lookup row by deal title
Integrate Google Sheets and spreadsheet search to look up a matching tracker row by deal title.
Google Sheetsor swap with your favorite app
5.Skip duplicates
Integrate Filter by Zapier and workflow controls to continue only when no matching row exists.
Filter by Zapieror swap with your favorite app
6.Add row to tracker
Integrate Google Sheets and spreadsheet row creation to add a new tracker row when no match is found.
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Step 1
Connect your tools
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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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