ActiveCampaign + Overloop

Create or update ActiveCampaign contacts when new deals are created in Overloop

Boost the efficiency of your contact management with this streamlined workflow. When a new deal is established in Overloop, it will generate or update a corresponding contact in ActiveCampaign. This automation saves you time by removing the need for manual data transfer, ensuring your customer interactions stay focused and informed.

When this happens...
Deal Created
Triggers when a new deal is created.
TriggerPolling
automatically do this!
Create or Update Contact
Creates a new contact, or updates an existing contact.
ActionWrite

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Supported triggers and actions

Deal Created
Triggers when a new deal is created.
Trigger
Polling
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Deal Won
Triggers when a new deal is won.
Trigger
Polling
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Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
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Pipeline Created
Triggers when a new pipeline is created.
Trigger
Polling
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User Created
Triggers when a new user is created.
Trigger
Polling
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Organization Created
Triggers when a new organization is created.
Trigger
Polling
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Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Polling
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- Title
- Value
- Expected Close Date
- Owner
- PipelineRequired
- Prospect
- Organization
Action
Write
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- OrganizationRequired
- WorkflowRequired
Action
Write
- Prospect EmailRequired
Action
Write
- IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Company
- Domain
Action
Write
- IdRequired
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…Required
Action
Search
- Expression to searchRequired
Action
Search
- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
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New 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.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- List (Deprecated)
Trigger
Instant
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New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search

Deal Lost
Triggers when a new deal is lost.
Trigger
Polling
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New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Polling
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List Created
Triggers when a new list is created.
Trigger
Polling
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Stage Created
Triggers when a new stage is created.
Trigger
Polling
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Workflow Created
Triggers when a new worklow is created.
Trigger
Polling
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Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
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- ProspectRequired
- CampaignRequired
Action
Write
- NameRequired
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- DealRequired
- WorkflowRequired
Action
Write
- ProspectRequired
- WorkflowRequired
Action
Write
- IDRequired
Action
Write
- IdRequired
- PipelineRequired
Action
Write
- IdRequired
- Title
- Value
- Expected Close Date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or emailRequired
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- NameRequired
Action
Search
- Expression to search…Required
Action
Search
- Custom ObjectRequired
Trigger
Instant
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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
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- ListRequired
Trigger
Instant
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- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- Importer Note
Trigger
Instant
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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
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- Account IDRequired
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

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.

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