ActiveCampaign is an incredibly versatile marketing automation platform. But like any software, it can only do so much on its own. Integrating ActiveCampaign with Zapier opens up a whole new world of possibilities by enabling you to easily build automated workflows between your favorite apps.
In this comprehensive guide, we‘ll explore the most popular ways savvy marketers are using Zapier to get more out of ActiveCampaign without taxing their team.
Why Choose ActiveCampaign for Marketing Automation
The marketing automation landscape has no shortage of players. Heavy hitters like HubSpot, Marketo, Pardot, and Ontraport command the space. So why should you bet your strategy on ActiveCampaign?
A few key reasons stand out:
Cost – ActiveCampaign strikes an unbeatable balance of affordability and capability. Mid-market brands get enterprise-level functionality at indie budgets. Their pricing tiers scale flexibly with needs, starting at just $9/month.
Ease of Use – While packing advanced features, ActiveCampaign also stresses usability. Their intuitive drag-and-drop builder and pre-made templates help you hit the ground running. Less time fiddling with setup means faster time-to-value.
Support – Hands-on support is crucial when implementing complex marketing technology. ActiveCampaign offers live 24/7 chat, email ticketing, phone assistance, documentation, and pro services.
When you blend approachable automation power with these supplementary strengths, it‘s easy to see why over 150,000 businesses trust ActiveCampaign as their marketing engine.
Key Capabilities Overview
Just some of the key tools you get with ActiveCampaign‘s stacked platform:
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Email Marketing – Full-featured email builder and sender tuned for conversions
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Lead Capture – Popups, sticky bars, embedded widgets to capture more leads
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Lead Scoring – Score leads based on key traits to route and nurture accordingly
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Lifecycle Campaigns – Trigger personalized flows based on lead activity
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CRM – 360-degree customer record storage for unified experiences
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Reporting – Conversion attribution, email analytics, and custom reports
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Event Tracking – Understand engagement across channels
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Site Messaging – Convert more traffic with targeted on-site messages
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Automations – Effortlessly build sequences, re-engage dormant contacts, and more
The seamless blend of these tools under one roof gives your team a powerful automated marketing engine. Gartner and other analysts consistently recognize ActiveCampaign as a Leader.
But even the shiniest tools can‘t reach their potential without integration. That‘s where Zapier comes in…
Zapier Enables Effortless Automation
Marketing relies on data and apps galore. But all that technology leaves disjointed systems that don‘t talk to each other. Zapier seamlessly stitches everything together.
Zapier is workflow automation software that connects your web apps with reusable triggers and actions. Think IFTTT, but enterprise-grade. With just a few clicks you can build automated Zaps between 6000+ integrated apps.
Some of Zapier’s main capabilities:
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Connectors – Pre-built integrations handle authentication for 6000+ apps. Just link accounts.
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Triggers – When this event happens in one app…
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Actions – Then do these tasks in other apps.
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Searches – Access and filter data from inside connected accounts
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Multi-Step Logic – String triggers and actions into advanced flows across apps.
Whether you want to sync data, trigger messages, add rows, update records, or anything imaginable—Zapier handles the heavy lifting.
The benefit for marketers? Instead of manually moving data between systems, your team saves hours upon hours thanks to seamless automated flows. Leads smoothly transfer from sources right into your CRM. Customer data synchronizes across all touchpoints for unified messaging. Hundreds of repetitive tasks convert into a few set-it-and-forget-it workflows.
Let‘s explore some popular ways to leverage Zapier for getting more from ActiveCampaign:
Seamlessly Add Leads into ActiveCampaign
The first step in converting leads into customers is getting those leads into your CRM or marketing automation platform. Zapier makes that process fast and frictionless by letting you automatically add new leads to ActiveCampaign from other apps.
For example, you can create a Zap that watches for new form submissions in a tool like Typeform, and then instantly adds the lead‘s information to ActiveCampaign as a new contact record, tagging and scoring them accordingly.
This helps you capture more leads, route them into the right nurturing campaigns, and start building relationships faster. No more manually exporting, formatting, and uploading lead lists from various sources.
Real-World Use Cases
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Landing Pages – Send names/emails into AC when they fill out high-intent forms.
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Live Chat – Log prospect details from chat sessions for quick sales follow-up.
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Events – Build attendee lists by piping registration data.
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Call Tracking – Sync caller info to see digital body language across channels.
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Surveys – Segment by response to personalized outreach.
Key Template Zaps
Check out these templates for one-click automation:
- Add Typeform submissions to ActiveCampaign
- Add Wufoo entries to ActiveCampaign
- Save new JotForm entries to ActiveCampaign
- Import FormAssembly submissions to ActiveCampaign
Trigger Targeted Campaigns Based on Customer Behavior
One of ActiveCampaign‘s prime strengths is the ability to create customized lifecycle campaigns and sequences. Wouldn‘t it be great if submitting a form or some other user action could automatically enroll contacts into these campaigns?
With Zapier, you can easily build those types of cause-and-effect automations with just a few clicks.
For example, set up a Zap so that downloading a specific asset triggers inclusion into a relevant nurturing track. Or when someone makes their first purchase, instantly move them into an upsell customer journey.
You can get really creative with these types of automations when you track custom events or scoring mechanisms with tools like customer success platforms and loyalty programs. The sky‘s the limit!
Real-World Use Cases
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Visitor activity in Google Analytics sends to geo/role-based nurturing track
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High-scoring leads from Salesforce enrollment into VIP nurturing stream
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Lapsed subscribers who re-engage get sent through re-welcome sequence
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Loyalty program milestones trigger tier status + incentives
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New support ticket severity sets lead score + alert tasks
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Custom event data piping segmentation and personalization
Key Template Zaps
Get started fast with these templates:
Maintain a Single Source of Truth for Customer Data
Data fragmentation is a constant headache for marketers. Valuable customer data lives across so many siloed systems—your CRM, financial apps, support desk, inventory management tools, and more. Mashup all that data to get a 360-degree customer view.
This is where Zapier comes in really handy. Instead of endless hours of manual copying and pasting, you can create one-way or two-way sync flows between apps. This ensures all the disparate systems that touch customers are automatically kept in sync.
Unified Data from Across the Stack
Enriching your ActiveCampaign contact records with real-time data from all your other business apps allows you to segment better and orchestrate the right personalized play for each customer.
Real-World Use Cases
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Order data from Shopify syncs customer lifetime value
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Support ticket updates from Zendesk create timelines
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POS purchase details maintain buying habits
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Accounting app data ties revenue attribution
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Form plus lead score factors set nurturing path
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Email engagement bots update interest tags
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3rd party enrichment appending firmographic details
Key Template Zaps
Jumpstart integrations with these templates:
Automatically Generate Tasks and Reminders
Juggling an endless stream of tasks across sales, marketing, and customer success is tough. Context switching burns productive hours that could have been better optimized.
With Zapier, you can rig up your most common workflows to automatically create associated tasks across your team in ActiveCampaign.
Offload Key Activities
For example, a new lead signup can notify sales via an ActiveCampaign task to schedule a call. Or bug reports can ping engineering to prioritize fixes.
You can even auto-generate calendar events to act as reminders for follow-ups, renewals, upsell opportunities, and more. This acts like having a personal assistant handle all the nagging admin work—freeing your team up for higher impact activities.
Real-World Use Cases
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New lead assignment emails rep + onboards into sequences
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Appointment calendars bookings trigger prep tasks
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Trial expiration alerts create sav/upsell tasks
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Promotion click enrollment assigns CSR outreach
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Lead engagement scoring tables update assign next steps
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Negative NPS flags at-risk customers for retention tasks
Key Template Zaps
Automate key tasks with these templates:
Build Complex Workflows with Webhooks
While most no-code Zaps involve simple logic with triggers and actions, webhooks open the door for more advanced application integrations by allowing apps to instantly react and exchange data in real-time.
Connect Systems End-to-End
You can leverage ActiveCampaign‘s or Zapier‘s webhooks to stitch together intricate workflows spanning multiple apps:
Think order confirmations triggering a series of cross-app actions—updating inventory counts, syncing data into accounting tools, sending mobile alerts to the warehouse, allocating loyalty points, etc.
Webhooks essentially act as the connective tissue that ties all your systems together into one automated revenue engine. This is where Zapier helps you unlock automation‘s true potential.
Real-World Use Cases
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New lead assigned to rep notifies Slack
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Subscription payment successes email customers + provision access
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ActiveCampaign event fires 3rd party Zapier code hook
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Outbound SMS link clicks log insights to records
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Form entry + calculated result updates project plans
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Multi-app business logic building beyond basics
Sample Webhook Integrations
The possibilities are endless with webhooks. Here are some apps that play well with ActiveCampaign‘s webhooks:
- Datadog – Log event data
- Particle – Connect IoT devices
- Zoom – Web conference actions
- Twilio – SMS/Voice call abilities
- Formidable Forms – Enhanced forms
- Integromat – Added logic capabilities
Getting Started with Automating ActiveCampaign
Hopefully this guide has opened your eyes to all the ways Zapier empowers you to get more results out of ActiveCampaign. Keeping up with the rapid pace of modern business is impossible without embracing end-to-end workflow automation.
The first step is to just pick one core routine causing you and your team headaches—lead capture, campaign enrollment, data syncing, task generation etc. Then rig it up with an automation between ActiveCampaign and complementary apps with Zapier. Gradually expand from there.
Before long you‘ll reclaim hours lost to repetitive tasks. Your team will be free to focus on big picture strategy and optimization. Turn your tech stack into a revenue-driving machine!
For more information on automation best practices and rollout guidance, grab our ActiveCampaign and Zapier Implementation Guide below.