ActiveCampaign + Close

Add new Close leads in smart view to automation for existing contacts in ActiveCampaign

When a new lead appears in your Smart View within the Close app, this workflow helps streamline your sales process by instantly adding that lead to an automation in ActiveCampaign. This real-time integration ensures your contacts are immediately nurtured, improving efficiency and enhancing your customer relations. Save time by skipping manual entries and focus more on converting leads.

When a new lead appears in your Smart View within the Close app, this workflow helps streamline your sales process by instantly adding that lead to an automation in ActiveCampaign. This real-time integration ensures your contacts are immediately nurtured, improving efficiency and enhancing your customer relations. Save time by skipping manual entries and focus more on converting leads.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add Existing Contact to Automation

    Adds an existing contact into any automation.

    ActionWrite
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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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