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How to Integrate Close with ActiveCampaign

·2 min read
In this article

Connecting Close CRM with ActiveCampaign creates a powerful automation workflow that streamlines your sales and marketing processes. This integration allows you to automatically sync lead data, trigger email campaigns, and maintain consistent customer information across both platforms.

Using Zapier as the bridge between these two tools, you can set up automated workflows in just a few minutes. This tutorial walks you through the complete process of establishing this connection and configuring your preferred trigger events.

Here's how to integrate close with activecampaign in ActiveCampaign

  1. Navigate to the left sidebar and click on the 'Create' option.
  2. Choose 'Zaps' from the available menu options.
  3. Click on 'Trigger' to begin setting up your integration workflow.
  4. Type 'Close' in the search field and select it from the dropdown results.
  5. Choose your desired 'Trigger Event' from the available options.
  6. Click 'Sign In' and enter your Close account credentials to authenticate.
  7. Select your preferred Close organization and click 'Allow' to authorize access.
  8. Click 'Test Trigger' to verify your configuration is working correctly.
  9. Select 'Continue With Selected Record' to proceed to the next step.
  10. Search for 'ActiveCampaign' and select it as your Action application.
  11. Open the dropdown menu and select your preferred 'Action Event' option.
  12. Click the 'Sign In' button to authenticate your ActiveCampaign account.
  13. Enter your ActiveCampaign API credentials and click 'Yes, Continue to ActiveCampaign'.
  14. Complete all required input fields with the appropriate data mapping information.
  15. Click 'Continue' to finalize and activate your Close-ActiveCampaign integration.

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Frequently Asked Questions

You can sync various types of data including contact information, lead details, deal stages, and custom field data. The integration allows for automatic transfer of new leads, updated contact details, and sales pipeline changes from Close to ActiveCampaign.