Integrate Freshsales with ActiveCampaign

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Create a new contact in ActiveCampaign whenever a new contact is created in Freshsales

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in ActiveCampaign whenever a new contact is added in Freshsales.

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list in ActiveCampaign.
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Create a new contact in ActiveCampaign whenever a new contact is created in Freshsales

Freshsales + ActiveCampaign

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Supported triggers and actions

Integrate Freshsales and ActiveCampaign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New account

Triggers when a new account is created in the selected view

Contact added to list

Triggers when a new contact is added to the selected list

Campaign link clicked

Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.

Contact tag added

Triggers when a tag is added to an existing contact

Contact note created

Triggers when a new contact note is created

Campaign starts sending

Triggers when a new campaign starts sending

Contact updated

Triggers when the details of an existing contact are updated

Deal task created

Triggers when a new deal task is created

Contact unsubscribed from campaign

Triggers when a contact unsubscribes as a result of a campaign email sent

Deal note created

Triggers when a new deal note is created

Campaign opened

Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.

Deal updated

Triggers when the details of an existing deal are updated

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Add note to lead

Adds a note to the selected lead

Create lead

Creates a new lead

Add note to contact

Adds a note to the selected contact

Create deal

Creates a new deal

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Convert lead

Converts a lead to contact

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch lead by email address

Fetches the details of an existing lead by email

Create campaign

Creates and sends a new campaign

Add tag to contact

Adds a tag to an existing contact

Create tracked event

Creates a custom website or application event

Add contact to automation

Adds a contact into an automation. If unavailable, a contact will be created and added

Create contact note

Creates a note for the specified contact

Add note to deal

Adds notes to the selected deal

Create deal

Creates a new deal

Create contact

Creates a new contact

Update deal

Updates an existing deal

Update contact

Updates an existing contact's details

Fetch contact

Fetches a contact by email address

Fetch deal

Fetches an existing deal by title

Search tag

Searches for an existing tag using name

Fetch user

Fetches a user by email address

Fetch automation

Fetches the details of an automation by name

What is Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

What is ActiveCampaign?

ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

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CEO, OpIndia

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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