ActiveCampaign + Salesforce
Manage new Salesforce leads by creating or updating contacts in ActiveCampaign
Streamline your marketing and sales efforts with this smart workflow. Whenever a new lead is recorded in Salesforce, it initiates a process to either create or update the corresponding contact in your ActiveCampaign tool. It simplifies lead management, ensuring your ActiveCampaign always houses the latest information, boosting your marketing precision and sales engagement.
Streamline your marketing and sales efforts with this smart workflow. Whenever a new lead is recorded in Salesforce, it initiates a process to either create or update the corresponding contact in your ActiveCampaign tool. It simplifies lead management, ensuring your ActiveCampaign always houses the latest information, boosting your marketing precision and sales engagement.
- When this happens...
New LeadTriggers when a new Lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update ContactCreates a new contact, or updates an existing contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
Email Address
First Name
Last Name
Full Name
Phone Number
Tags
Organization Name
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
ListRequired
Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
List IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Contact IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
Currency
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Event Account IDRequired
Event NameRequired
Event Value
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustom ObjectRequired
Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
Skip Unsubscribe Events
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
NameRequired
Update OnlyRequired
Account Owner
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Automation RunRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Account IDRequired
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Email
ActionRequired
Existing Tags
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Record ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account ID
Contact ID
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Deal IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
List IDRequired
Contact ID
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email Address
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ActiveCampaign
Related categories
About Salesforce
Related categories
Related Zap Templates
- Add new Salesforce contacts to ActiveCampaign as subscribers
- Update ActiveCampaign contacts with updated Salesforce records
- Add new Salesforce leads to ActiveCampaign
- Create or update ActiveCampaign contacts from new Salesforce outbound messages
- Add new ActiveCampaign contacts to Salesforce as leads
- Create Salesforce leads when new contacts are added to ActiveCampaign lists
- Create Salesforce leads from new ActiveCampaign leads
- Create Salesforce leads from new ActiveCampaign contacts added to lists
- Add new ActiveCampaign automation webhooks to Salesforce as leads in a campaign
- Create Salesforce leads from new ActiveCampaign automation webhooks
- Add new ActiveCampaign contacts to list and update Salesforce records
- Create Salesforce leads from new or updated ActiveCampaign contacts
- Update ActiveCampaign contacts' tags when Salesforce records change
- Update ActiveCampaign contacts when Salesforce records have updated fields
- Create Salesforce records for new ActiveCampaign automation webhooks
- Add new ActiveCampaign contacts to Salesforce and update their information
- Update Salesforce contacts with new or updated ActiveCampaign contacts
- Update Salesforce leads when new or updated ActiveCampaign contacts occur
- Update Salesforce leads when ActiveCampaign contacts are updated
- Create Salesforce leads from new or updated ActiveCampaign deals
- Update ActiveCampaign contacts' subscription status when Salesforce records change
- Create records in Salesforce from new or updated accounts in ActiveCampaign
- Add new ActiveCampaign contacts to Salesforce as contacts instantly
- Manage new or updated ActiveCampaign contacts by creating corresponding contacts in Salesforce
- Update tags for contacts in ActiveCampaign when fields on records are updated in Salesforce
- Update ActiveCampaign contacts when Salesforce records are modified
- Manage ActiveCampaign contact tags by creating corresponding contacts in Salesforce
- Create new Salesforce leads from new ActiveCampaign link clicks
- Manage updated Salesforce records by adding contacts to ActiveCampaign automation
- Update ActiveCampaign contacts whenever fields on Salesforce records are updated
- Update Salesforce records and correspondingly create or update contacts in ActiveCampaign
- Update Salesforce records and manage contacts subscription status in ActiveCampaign
- Create Salesforce leads from new ActiveCampaign contacts added to list
- Create or update ActiveCampaign contacts for new Salesforce contacts
Related Zap Templates
- Add new Salesforce contacts to ActiveCampaign as subscribers
- Create or update ActiveCampaign contacts from new Salesforce outbound messages
- Create Salesforce leads from new ActiveCampaign leads
- Create Salesforce leads from new ActiveCampaign automation webhooks
- Update ActiveCampaign contacts' tags when Salesforce records change
- Add new ActiveCampaign contacts to Salesforce and update their information
- Update Salesforce leads when ActiveCampaign contacts are updated
- Create records in Salesforce from new or updated accounts in ActiveCampaign
- Update tags for contacts in ActiveCampaign when fields on records are updated in Salesforce
- Create new Salesforce leads from new ActiveCampaign link clicks
- Update Salesforce records and correspondingly create or update contacts in ActiveCampaign
- Create or update ActiveCampaign contacts for new Salesforce contacts
- Update ActiveCampaign contacts with updated Salesforce records
- Add new ActiveCampaign contacts to Salesforce as leads
- Create Salesforce leads from new ActiveCampaign contacts added to lists
- Add new ActiveCampaign contacts to list and update Salesforce records
- Update ActiveCampaign contacts when Salesforce records have updated fields
- Update Salesforce contacts with new or updated ActiveCampaign contacts
- Create Salesforce leads from new or updated ActiveCampaign deals
- Add new ActiveCampaign contacts to Salesforce as contacts instantly
- Update ActiveCampaign contacts when Salesforce records are modified
- Manage updated Salesforce records by adding contacts to ActiveCampaign automation
- Update Salesforce records and manage contacts subscription status in ActiveCampaign
- Add new Salesforce leads to ActiveCampaign
- Create Salesforce leads when new contacts are added to ActiveCampaign lists
- Add new ActiveCampaign automation webhooks to Salesforce as leads in a campaign
- Create Salesforce leads from new or updated ActiveCampaign contacts
- Create Salesforce records for new ActiveCampaign automation webhooks
- Update Salesforce leads when new or updated ActiveCampaign contacts occur
- Update ActiveCampaign contacts' subscription status when Salesforce records change
- Manage new or updated ActiveCampaign contacts by creating corresponding contacts in Salesforce
- Manage ActiveCampaign contact tags by creating corresponding contacts in Salesforce
- Update ActiveCampaign contacts whenever fields on Salesforce records are updated
- Create Salesforce leads from new ActiveCampaign contacts added to list