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
  1. The flow triggers when a new contact is created in Zoho CRM.
  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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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.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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