ActiveCampaign + PandaDoc

Add or update PandaDoc contacts when new contacts are added to ActiveCampaign lists

Effortlessly keep your contact information up to date across platforms with this simple automation. When a new contact is added to a list in ActiveCampaign, this workflow will create or update the contact in PandaDoc. Save time, streamline your contact management, and ensure consistent data across your marketing and document management tools.

Effortlessly keep your contact information up to date across platforms with this simple automation. When a new contact is added to a list in ActiveCampaign, this workflow will create or update the contact in PandaDoc. Save time, streamline your contact management, and ensure consistent data across your marketing and document management tools.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Contact Added to List

    Triggers whenever a contact is added to a list.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    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
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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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Related categories

  • Marketing Automation

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

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