Add notes to Capsule CRM entities for new or updated ActiveCampaign contacts
Effortlessly keep your Capsule CRM notes up-to-date with this streamlined workflow. Whenever a contact is added or updated in ActiveCampaign, a note will be created for the corresponding entity in Capsule CRM. This automation helps you stay organized and ensures that all essential information is easily accessible by connecting your contact management systems.
Effortlessly keep your Capsule CRM notes up-to-date with this streamlined workflow. Whenever a contact is added or updated in ActiveCampaign, a note will be created for the corresponding entity in Capsule CRM. This automation helps you stay organized and ensures that all essential information is easily accessible by connecting your contact management systems.
- When this happens...New or Updated Contact
Triggers when a new contact is added or existing contact's details are updated.
- automatically do this!Add Note to Entity
Adds a Note to an Entity.
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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