Rather than gather lead data then manually type each name, email, and phone number into ActiveCampaign—or worry about how you’re going to update contacts later—you can automate the process. Just use Zapier’s Create or update contact form.

Our template allows you to effortlessly create or update contacts using a custom form. It's designed to save you time, reduce errors, and keep your contact database current—so you can streamline your contact management workflow and ensure your ActiveCampaign database always has the most up-to-date info.

Zapier products the template uses

• Interfaces — an automated form, page, and app builder for collecting data
• Tables — databases that let you track and automate your data
• Zaps — automated workflows
• Canvas — a diagramming tool that helps you visualize your workflows

How this form template works

This template utilizes Zapier's Interfaces, Tables, Zaps, and Canvas to create a seamless contact management system integrated with ActiveCampaign.

Here's how it works:

• Form creation: Using Interfaces, create a custom form tailored to capture essential contact information. This form can include fields like name, email, phone number, and any other relevant data points you need.
• Data collection: When someone fills out your form, the information gets temporarily stored in a Zapier table. This acts as a staging area for the data before it's sent to ActiveCampaign.
• Zap activation: The form submission triggers a Zap, which is the automated workflow that will handle the data transfer.
• ActiveCampaign integration: The Zap uses the "Create or Update Contact" action in ActiveCampaign. It checks if the contact already exists (usually based on the email address) and either updates the existing record or creates a new one.
• Data mapping: The information from your form fields is mapped to the corresponding fields in ActiveCampaign, ensuring all data is correctly placed.
• Workflow visualization: The entire process is visualized using Canvas, allowing you to see and optimize your workflow at a glance.

To set up and use this template:

• Select the template from the Zapier marketplace.
• Connect your ActiveCampaign account to Zapier if you haven't already.
• Customize the form fields in Interfaces to match your needs.
• Configure the data mapping between your form and ActiveCampaign fields.
• Test the workflow, so you know everything functions correctly.
• Embed the form on your website or share it directly with your contacts.

Who should use this template

This time-saving template is ideal for:

• Small business owners who want to streamline their customer data management without investing in complex CRM systems
• Marketing professionals looking to automate lead capture and ensure data accuracy in their campaigns
• Sales teams aiming to quickly add or update prospect information in ActiveCampaign
• Event organizers who need to efficiently collect and manage attendee information
• Customer service representatives who frequently update contact details during interactions
• Freelancers and consultants seeking an organized way to manage their client database
• eCommerce businesses wanting to automatically add new customers to their email marketing lists
• Nonprofit organizations managing donor or volunteer information

This template is great for anyone who wants to significantly reduce the time they spend on data entry, minimize errors in their contact information, and ensure their ActiveCampaign database is always up-to-date and accurate.

Key benefits this form template

• Time-saving automation: Eliminate manual data entry and reduce administrative tasks
• Improved data accuracy: Standardized form fields ensure consistent and complete information for each contact
• Real-time updates: Keep your ActiveCampaign database current with immediate syncing after form submission