ActiveCampaign + Perspective
Create new ActiveCampaign accounts for every new lead via funnel in Perspective
This workflow springs into action when you secure a new lead through the Perspective app. In response, it creates an account for this lead in ActiveCampaign, ensuring no time is wasted in your sales or marketing efforts. With this easy automation, you can increase efficiency in managing your prospects and ensure no potential customer slips through the cracks.
This workflow springs into action when you secure a new lead through the Perspective app. In response, it creates an account for this lead in ActiveCampaign, ensuring no time is wasted in your sales or marketing efforts. With this easy automation, you can increase efficiency in managing your prospects and ensure no potential customer slips through the cracks.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Account
Creates a new account.
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FunnelRequired
Try ItFunnelRequired
Custom ObjectRequired
Try ItNew or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try It
FunnelRequired
Try ItCustom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew 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.
Try It
