ActiveCampaign + Close

Update accounts in ActiveCampaign for new opportunities in Close

Easily keep your sales team in sync with this powerful workflow between Close and ActiveCampaign. When a new opportunity arises in Close, this automation updates the corresponding account in ActiveCampaign, ensuring your team stays up-to-date on the latest leads and deals without manual effort. Boost your sales process and keep all teams on the same page with this streamlined solution.

Easily keep your sales team in sync with this powerful workflow between Close and ActiveCampaign. When a new opportunity arises in Close, this automation updates the corresponding account in ActiveCampaign, ensuring your team stays up-to-date on the latest leads and deals without manual effort. Boost your sales process and keep all teams on the same page with this streamlined solution.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Update Account

    Updates an account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Transcript

    Triggers when a new call or voicemail transcript is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    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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