ActiveCampaign + Close

Run opportunity reports in Close for new or updated contacts in ActiveCampaign

Stay on top of your sales pipeline by connecting ActiveCampaign and Close. With this automation, whenever a new or updated contact occurs in ActiveCampaign, an opportunity report will be generated in the Close app. This ensures your team is always informed on potential deals and can efficiently plan their sales strategies.

Stay on top of your sales pipeline by connecting ActiveCampaign and Close. With this automation, whenever a new or updated contact occurs in ActiveCampaign, an opportunity report will be generated in the Close app. This ensures your team is always informed on potential deals and can efficiently plan their sales strategies.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Deal Added or Updated

    Triggers when a new deal is created or existing deal is updated.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Run Opportunity Report

    Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    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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    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • 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
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

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.

Related categories

  • Marketing Automation

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close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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