ActiveCampaign + Close

Create custom activities in Close for new contact notes in ActiveCampaign

Keep your communication recorded efficiently by connecting ActiveCampaign and Close using this workflow. When a new note is added to a contact in ActiveCampaign, the system will promptly reflect a corresponding activity in Close. This ensures a thorough and consistent record of your interactions, allowing for better communication management. Utilize this process to save time and direct your focus to more strategic initiatives.

Keep your communication recorded efficiently by connecting ActiveCampaign and Close using this workflow. When a new note is added to a contact in ActiveCampaign, the system will promptly reflect a corresponding activity in Close. This ensures a thorough and consistent record of your interactions, allowing for better communication management. Utilize this process to save time and direct your focus to more strategic initiatives.

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

    Triggers when a new contact note is added.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Custom Activity

    Creates a new Custom Activity.

    ActionWrite
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Supported triggers and actions

    • 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
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    • ListRequired

    Trigger
    Instant
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    • Custom ObjectRequired

    Trigger
    Instant
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  • 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
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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