ActiveCampaign + Close

Update tasks in Close for newly added contacts to list in ActiveCampaign

Keep your sales process organized by automatically updating tasks in Close whenever a new contact is added to a list in ActiveCampaign. With this workflow, you'll ensure that your team always has up-to-date information to manage leads effectively, saving time and reducing the risk of manual errors. Stay on top of your tasks and streamline your sales workflow by connecting ActiveCampaign and Close today.

Keep your sales process organized by automatically updating tasks in Close whenever a new contact is added to a list in ActiveCampaign. With this workflow, you'll ensure that your team always has up-to-date information to manage leads effectively, saving time and reducing the risk of manual errors. Stay on top of your tasks and streamline your sales workflow by connecting ActiveCampaign and Close today.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Contact Task

    Triggers when a new contact task is created.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Update Task

    Updates an existing Task.

    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
    Try It
    • 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
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    • ListRequired

    Trigger
    Instant
    Try It
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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
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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

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  • CRM (Customer Relationship Management)

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