ActiveCampaign + Close

Create opportunities in Close for new contacts added to ActiveCampaign lists

Easily manage your sales pipeline by automating the process of adding new contacts in ActiveCampaign to create opportunities in Close. With this workflow, whenever a new contact is added to your desired list in ActiveCampaign, an opportunity will be created in Close, allowing you to stay organized and focused on nurturing your leads and closing deals. This streamlined process not only saves time but also ensures accurate and up-to-date information in both platforms.

Easily manage your sales pipeline by automating the process of adding new contacts in ActiveCampaign to create opportunities in Close. With this workflow, whenever a new contact is added to your desired list in ActiveCampaign, an opportunity will be created in Close, allowing you to stay organized and focused on nurturing your leads and closing deals. This streamlined process not only saves time but also ensures accurate and up-to-date information in both platforms.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Contact Added to List

    Triggers when a new contact is added to a list.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Opportunity

    Creates a new opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
    Try It
    • Task Type (Optional)

    Trigger
    Instant
    Try It
  • 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
    Try It
    • 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
    Try It
    • 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

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  • CRM (Customer Relationship Management)

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