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.
- How to automate a 7 day sales cadence
- How to use Zapier to send a simple drip email sequence
- How to create and send a bespoke sales proposal PDF from your CRM
- How to calculate lead to customer conversion time
- How to automatically save contact form submissions in a spreadsheet
- How to automate the creation of a Trello checklist for handling Twitter engagements
Our other resources
We also have plenty of free resources:
- Our free e-book is the perfect introduction to business automation.
- Our Zapier functions cheat sheet delves into the powerful inbuilt helper apps which can supercharge your automations.
- A free checklist to help you justify an automation budget.
- Use this link for a 30-day free trial instead of 14 days with Pipedrive.
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.
Solvaa: Strategy, Solutions, Support, Education
UK-based Solvaa® is a systems, process and automation consultancy specialising in improving business workflows. Solvaa® works with SMEs worldwide to implement digital tools, better processes, use business process automation and generative AI to boost productivity, enhance lead management, and remove unnecessary time, costs and hassles from stretched business owners’ days.
We help you simplify and streamline existing processes, integrate your business tools to make data transfer more efficient, and automate manual tasks. Our business process automation specialists have extensive experience using multiple cloud-based business tools, including Zapier, Pipedrive CRM, SmartSuite, Xero, Google Suite, ClickUp, Asana, Airtable, Hubspot, Active Campaign, Salesforce, Mailchimp, Quickbooks and many more. We are Zapier Certified Experts, SmartSuite Certified Partners, Pipedrive Certified Partners and Xero Certified Advisors. We also educate teams about using AI in their daily roles, mindset, governance and strategy in our Solvaa AI Academy.
Solvaa® was founded in 2016 by Kelly Goss, a no-code solutions architect, business process automation specialist and author of Automate It with Zapier (first edition) and Automate It with Zapier and Generative AI (second edition).
A thought leader on business process automation and digital adoption, Kelly attended an invite-only Roundtable on Artificial Intelligence (AI) with the UK government at No.10 Downing Street, providing insights and recommendations on how SMEs can benefit from productivity gains by using digital technologies, automation and AI. She has also been invited to speak at the House of Lords and at many other events.
Contact us today to find out how Solvaa can help your business make big savings on operational costs and time, and significantly increase productivity.
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