ActiveCampaign + Offri

Complete deal tasks in ActiveCampaign and find or create updated contacts in Offri

Maintain your contact information consistency in an efficient manner with this streamlined process. Whenever a deal task is completed within ActiveCampaign, this workflow ensures that your Offri contact details reflect these changes. Experience an effective way of keeping your Offri contacts up-to-date without any manual interventions, ensuring you're always in the loop about key interactions.

Maintain your contact information consistency in an efficient manner with this streamlined process. Whenever a deal task is completed within ActiveCampaign, this workflow ensures that your Offri contact details reflect these changes. Experience an effective way of keeping your Offri contacts up-to-date without any manual interventions, ensuring you're always in the loop about key interactions.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Deal Task Completed

    Triggers when a deal task has been completed.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Find and Create/Update Contact

    Finds and updates a Contact, optionally creates one if it doesn't exist

    ActionWrite
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Supported triggers and actions

    • Custom ObjectRequired

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

Related categories

  • Marketing Automation

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offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management