Quick summary
This tutorial shows how to integrate Close with ActiveCampaign using a Zapier Zap, connecting your CRM trigger events to automated marketing actions in just a few steps. By the end, your Close account will automatically push data into ActiveCampaign whenever a specified trigger event occurs.
Steps
- Go to the left-side panel and click 'Create'.
- Select 'Zaps' from the list of options.
- Click 'Trigger' to start the integration process.
- Search for 'Close' and choose it from the suggested results.
- Specify your preferred 'Trigger Event'.
- Tap 'Sign In' and log into your Close account.
- Choose the Close organization you want to use and click 'Allow' to grant the necessary permissions.
- Tap 'Test Trigger' to run your inputs.
- Click 'Continue With Selected Record'.
- Find 'ActiveCampaign' and select it as the Action app.
- Open the drop-down menu and choose the specific 'Action Event' you want to use.
- Tap 'Sign In' to connect your ActiveCampaign account.
- Provide the API credentials of your ActiveCampaign account and click 'Yes, Continue to ActiveCampaign'.
- Fill out the input fields with the required information.
- Click 'Continue' to publish and activate the integration.
- Your Close account is now integrated instantly with ActiveCampaign.
