ActiveCampaign is a customer experience automation platform that combines email marketing, marketing automation, and CRM capabilities.
Using this integration, you can look up, create, and update information in ActiveCampaign directly within your Clay table.
Enriching data with ActiveCampaign
- While in a Clay table, click
Add enrichmentand search forActiveCampaign. - Under
Integrations, select one of the ActiveCampaign options. - In the modal, you will be asked to
Select ActiveCampaign account.- If you haven't already connected your ActiveCampaign account, click
+ Add accountand go through authentication.
- If you haven't already connected your ActiveCampaign account, click
Action Create object
Creates a new object in your ActiveCampaign.
Inputs:
- Object type: Account or Contact
- For
Account:- Company name
- Website (Optional)
- Owner (Optional)
- Description (Optional)
- Address (Optional)
- Number of Employees (Optional)
- Annual Revenue (Optional)
- Industry/Vertical (Optional)
- Phone Number (Optional)
- For
Contact:- First Name (Optional)
- Last Name (Optional)
- Phone Number (Optional)
Action Update object
Updates an existing object in ActiveCampaign.
Inputs:
- Object type: Account or Contact
- Object ID: ID of the object you want to update.
- For
Account:- Company name
- Website (Optional)
- Owner (Optional)
- Description (Optional)
- Address (Optional)
- Number of Employees (Optional)
- Annual Revenue (Optional)
- Industry/Vertical (Optional)
- Phone Number (Optional)
- For
Contact:- First Name (Optional)
- Last Name (Optional)
- Phone Number (Optional)
Action Lookup object
Finds an object in ActiveCampaign.
Inputs:
- Object Type: Account or Contact
- Filter Type: ActiveCampaign ID or Email
Action Create an association
Links a contact to an account in ActiveCampaign.
Inputs:
- Contact ID
- Account ID
- Job Title (Optional)
Action Add to automation
Adds a contact to an automation workflow in ActiveCampaign.
Inputs:
- Contact ID
- Automation ID
Run settings
- Auto-update
- Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)
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