+44 203 287 0899 info@solvaa.co.uk
Image showing a flatlay laptop with bulldog clips on a white background with overlaid text in a blue section which says “Add contacts to your email marketing tool from your CRM”.

It’s never been more important to keep in touch with customers, and if you’ve ever wondered how to automatically add contacts to Active Campaign from Pipedrive then we have a really simple solution.

As many CRMs don’t have built-in email marketing modules there are a few options for ensuring all your customers are kept in the loop.  You could add them manually but that is time-consuming and prone to error (or forgetting!).   You could shell out on a third-party app to keep the systems in sync but our favourite way to automatically add contacts is using Zapier!

Although our demo uses Active Campaign and Pipedrive you can use a multitude of other email platforms and CRMs too.

 

Our video demonstrates how to automatically add contacts to Active Campaign from Pipedrive

Our latest video shows the exact steps to automatically add contacts to Active Campaign from Pipedrive.  Both of these apps connect with over 6,000 others using Zapier, using no-code integrations that are super easy to configure.

As a bonus, we also show you how to set up a filter in Pipedrive so that you can segment your data and easily trigger other Zapier automations.

 

Zapier steps to add contacts to Active Campaign from Pipedrive

Our video walks you through this simple three-step zap to sync your contacts in Pipedrive with Active Campaign.

The steps are:

  • Create a trigger event for a person matching a filter in Pipedrive (“customer” is the filter).
  • Create/update the contact in Active Campaign.
  • Add the contact to an automation in Active Campaign.

Watch the video and subscribe to our YouTube channel

Other apps for connecting your email platform with your CRM

If you use a different email platform then this integration will work equally well, for apps such as Mailchimp, MailerLite, and ConvertKit.

Other CRMs that have pre-built Zapier integrations include Salesforce, Dubsado, and Hubspot.

It is really easy to synchronise contacts from your CRM into your email marketing tool using Zapier, and will save you so much time.  It also eliminates the worry of miskeying the data, and there’s nothing worse than emailing a customer using the wrong name!

Save time and grab our pre-built Zap template

More Youtube tutorials

We have other Youtube video tutorials which will help you work smarter, not harder.

Our other resources

We also have plenty of free resources:

And finally, our founder / chief problem solver / chief automator Kelly Goss’ new book, Automate It with Zapier, is out now and is the most comprehensive Zapier guide on the market. It will get you up and running and to the stage where you can build and debug advanced automations. Buy your own copy today directly from publisher Packt using this link.  Or here are links to Amazon (.co.uk) and Amazon (.com) if you prefer.

 

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

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