ActiveCampaign + Canopy Connect
Add new contacts to ActiveCampaign account when pulls are completed in Canopy Connect
Easily manage your contacts in ActiveCampaign each time a pull request is completed in Canopy Connect. With this streamlined workflow, new data from completed pulls can instantly be used to add fresh contacts to an account in ActiveCampaign. It solves the problem of manual data entry, saving your time and ensuring your customer database stays up-to-date. Ideal for businesses seeking an efficient way to maintain their customer information.
Easily manage your contacts in ActiveCampaign each time a pull request is completed in Canopy Connect. With this streamlined workflow, new data from completed pulls can instantly be used to add fresh contacts to an account in ActiveCampaign. It solves the problem of manual data entry, saving your time and ensuring your customer database stays up-to-date. Ideal for businesses seeking an efficient way to maintain their customer information.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Add Contact to Account
Adds a contact to an ActiveCampaign account
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItCustom ObjectRequired
Try ItNew or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItListRequired
Try It
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
