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.
- When this happens...Deal Task Completed
Triggers when a deal task has been completed.
- automatically do this!Find and Create/Update Contact
Finds and updates a Contact, optionally creates one if it doesn't exist
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It