+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 2000 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


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.

Related Posts

Desk flatlay with yellow coffee cup, yellow notebook on a white background with white text on a blue shape saying “Create and send a sales proposal from your CRM”.

Create And Send A Bespoke Sales Proposal PDF From Your CRM

When you need to create and send a bespoke sales proposal PDF from your CRM, you can either shell out for software that will do it for you, do it completely manually or let Zapier do it for you. Automating this task is really simple and will save time, money, and...

Automate It with Zapier book : Initial Reviews

Since my Automate It with Zapier book was released I’ve received some fantastic reviews on Amazon.  I knew the book would help new Zapier users but didn’t realise how useful it would be for people with different levels of Zapier knowledge. When you start using any new...
Yellow and orange post-it notes on a white wall, containing details of business tasks to be undertaken, representing a productivity concept. Overlaid text with ‘4 Productivity Tools That Will Change The Way You Do Business’ in black on a light blue background.

4 Productivity Tools That Will Change The Way You Do Business

As a business owner, life can get overwhelming. Between working on client assignments, running your own company, and maintaining some kind of family or social life, it’s almost impossible to do it all without a solid foundation and proper organisation. Productivity...
Get our free ebook

Get our free ebook

Learn about how business process automation with Zapier can help you to run your business on autopilot. The ebook is packed with real-life examples, use cases, and success stories. Whatever kind of business you have, you can use automation to help you work smarter, not harder.

Thanks! Your ebook is on the way.

Pin It on Pinterest