Integrate Zoho CRM with ActiveCampaign
Send information between Zoho CRM and ActiveCampaign automatically, without writing any code, using Zoho Flow.
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Add a new contact in ActiveCampaign whenever a new contact is added in Zoho CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in ActiveCampaign whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list in ActiveCampaign.
Add a new contact in ActiveCampaign whenever a new contact is added in Zoho CRM
Zoho CRM + ActiveCampaign
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Supported triggers and actions
Integrate Zoho CRM and ActiveCampaign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
User created or updated
Triggers when the details of an existing user are created or updated
New module
Triggers when a new module is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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
Draft email template
Drafts an email based on the selected template
Add user
Adds a new user
Add tags
Adds tags to the specified record
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Raise signal
Raises a signal to Zoho CRM
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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 Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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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.
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