ActiveCampaign + Close

Manage new Close leads by subscribing or unsubscribing them from ActiveCampaign contact lists

Easily stay ahead of your sales pipeline with this workflow. Once a New Lead in Status occurs in Close, the Contact will immediately get subscribed or unsubscribed from a list in ActiveCampaign. This automation not only ensures efficient and timely communication with potential customers but also significantly reduces manual effort, making your sales process seamless and more productive.

Easily stay ahead of your sales pipeline with this workflow. Once a New Lead in Status occurs in Close, the Contact will immediately get subscribed or unsubscribed from a list in ActiveCampaign. This automation not only ensures efficient and timely communication with potential customers but also significantly reduces manual effort, making your sales process seamless and more productive.

  1. When this happens...
    CloseClose
    New Lead in Status

    Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Subscribe or Unsubscribe Contact From List

    Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

  • 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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