Connect ActiveCampaign and Close

Both apps 153ActiveCampaign 103Close 50

• Trigger
  Contact unsubscribed from list

  Fires instantly when a contact unsubscribes from a list. Self-registers an ActiveCampaign webhook for the 'unsubscribe' event.

• Trigger
  Deal task completed

  Fires instantly when a deal task is completed.

• Trigger
  Email opened

  Fires instantly when a contact opens an email. Self-registering ActiveCampaign webhook on the 'open' event.

• Trigger
  Link clicked in email

  Fires instantly when a contact clicks a link in an email. Self-registers an ActiveCampaign webhook for the click event.

• Trigger
  New contact

  Polling trigger. Fires when a new contact is created, newest first.

• Trigger
  New contact added to list

  Triggers when a new contact is added to a list.

• Trigger
  New deal

  Polling trigger. Fires when a new deal is created, newest first.

• Trigger
  New deal task

  Fires instantly when a new deal task is created.

• Trigger
  New list

  Polling trigger. Fires when a new list is created, newest first.

• Trigger
  New note

  Triggered when a new note is created.

• Trigger
  New or updated contact

  Polling trigger. Fires when a contact is created or updated, by most-recent update.

• Trigger
  New or updated deal

  Triggers on a new or updated deal.

• Trigger
  New or updated deal (instant)

  Triggers when a new deal is created or an existing deal is updated.

• Trigger
  New tag

  Polling trigger. Fires when a new tag is created, newest first.

• Trigger
  New task

  Triggered when a new task is created.

• Trigger
  Tag added to contact

  Triggers when a tag is added to a contact.

• Trigger
  Tag removed from contact

  Fires instantly when a tag is removed from a contact.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated deals

  A trigger for two-way syncing new and updated deals, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Action
  Add account

  Adds a new account (organization).

• Action
  Add contact

  Adds a new contact.

• Action
  Add contact to automation

  Adds a contact to an automation by contact ID and automation ID.

• Action
  Add contact to list

  Subscribes a contact to a list (status 1) or unsubscribes (status 2) via contactLists.

• Action
  Add contact via mapped list

  Adds (upserts) a contact with mapped fields and the target list id. Ports the dev v1 subscriber_add op to the AC v3 contact/sync endpoint.

• Action
  Add custom contact object record

  Adds a record for the specified contact custom object to the specified contact.

• Action
  Add deal

  Adds a new deal.

• Action
  Add deal via mappings

  Adds a new deal, accepting pipeline and stage by name (mapped) plus standard deal fields.

• Action
  Add list

  Creates a new list.

• Action
  Add note to contact

  Adds a note to a contact.

• Action
  Add or update contact by email

  Adds a new contact, or updates the existing contact if the email already exists (sync endpoint).

• Action
  Add tag

  Creates a new tag.

• Action
  Add tag to contact

  Adds an existing tag to a contact by tag ID and contact ID.

• Action
  Add task

  Adds a new task in ActiveCampaign

• Action
  Bulk import contacts

  Import many contacts in one call with tags/list membership.

• Action
  Clear contact custom field value

  Clears (empties) the value of the specified custom field for the specified contact.

• Action
  Create abandoned cart

  Creates an abandoned cart record via the Deep Data e-commerce integration (ecomOrders with abandonedDate).

• Action
  Create account association

  Creates an account association with a contact ID.

• Action
  Create a deal note

  Add a note to a deal.

• Action
  Create a deal stage

  Creates a new deal stage in the specified pipeline.

• Action
  Create a deal stage by mapped pipeline

  Creates a new deal stage in the mapped pipeline.

• Action
  Create an ecommerce customer

  Create a Deep Data ecommerce customer linking a contact to a store.

• Action
  Create an ecommerce order

  Create a Deep Data ecommerce order record.

• Action
  Create a note

  Create a free-text note attached to a CRM object.

• Action
  Create an SMS broadcast

  Create a new SMS broadcast message to a recipient list.

• Action
  Create a pipeline

  Creates a new pipeline (deal group) in ActiveCampaign.

• Action
  Create a secondary contact

  Associate an additional contact with a deal.

• Action
  Create or update custom-object record

  Upsert a custom-object (schema) record.

• Action
  Delete contact

  Deletes a contact by ID.

• Action
  Delete custom contact object record

  Deletes a record from the specified custom contact object.

• Action
  Delete deal

  Deletes an existing deal.

• Action
  Delete deal stage

  Deletes an existing deal stage.

• Action
  Delete list

  Deletes a list by ID.

• Action
  Delete note

  Delete a note by ID.

• Action
  Delete tag

  Deletes a tag by ID.

• Action
  Delete task

  Deletes a task by ID in ActiveCampaign

• Action
  Duplicate campaign

  Duplicates an ActiveCampaign campaign by ID

• Action
  Edit campaign

  Edits an existing campaign in ActiveCampaign

• Action
  Find account by name

  Finds an existing account by name. Returns matching accounts.

• Action
  Find contact by custom field

  Finds an existing contact by the value of a custom field. Provide the custom field's numeric ID and the value to search for.

• Action
  Find contacts by custom field

  Finds contacts by the selected custom field. May return zero, one, or multiple contact IDs. Use the "Get contact" action to fetch a contact's details.

• Action
  Find deal by title

  Finds an existing deal by title. An error occurs if a single exact match is not found.

• Action
  Find user by email

  Finds an existing user by email. An error occurs if a matching user is not found.

• Action
  Get account

  Returns account info for the specified account ID.

• Action
  Get all deal stages from specified pipeline

  Get all deal stages belonging to a pipeline, looked up by pipeline name. Returns each stage's title (Stage name) and id (Stage ID).

• Action
  Get automation

  Fetches an automation by ID. An error occurs if the automation is not found.

• Action
  Get campaign

  Retrieves a single campaign from ActiveCampaign by its ID.

• Action
  Get contact

  Get contact by ID. An error occurs if the contact is not found.

• Action
  Get contact by email

  Returns full contact details for the specified email address. An error occurs if the contact is not found.

• Action
  Get contact's deals

  Returns all deals associated with the specified contact.

• Action
  Get contact's lists

  Returns all lists the specified contact belongs to.

• Action
  Get contact's tags

  Returns all tags associated with the specified contact.

• Action
  Get deal

  Returns deal info for the specified deal ID.

• Action
  Get form

  Retrieve a single ActiveCampaign form by its ID.

• Action
  Get list

  Returns a single contact list by its id, including its name, sender information and subscriber counts.

• Action
  Get note

  Retrieve a single note by its ID.

• Action
  Get score

  Retrieve a single lead/contact scoring rule by its ID.

• Action
  Get segment

  Retrieve a single ActiveCampaign segment by ID.

• Action
  Get tag

  Fetches a tag by ID. An error occurs if the tag is not found.

• Action
  Get task

  Retrieves a task by ID from ActiveCampaign

• Action
  List all campaigns

  List email campaigns.

• Action
  List all pipelines

  List deal pipelines.

• Action
  List all scores

  List the account's lead/contact scoring rules.

• Action
  List all stages

  List deal pipeline stages.

• Action
  List all tasks

  List CRM tasks.

• Action
  List automations

  Returns a paginated list of all automations.

• Action
  List contacts

  Returns a paginated list of all contacts.

• Action
  List custom contact object records

  Returns a paginated list of all records for the specified custom contact object.

• Action
  List deals

  Returns a paginated list of all deals.

• Action
  List lists

  Returns a paginated list of all contact lists.

• Action
  List tags

  Returns a paginated list of all tags.

• Action
  Move deal to another stage

  Move a deal to a different pipeline stage.

• Action
  Remove contact from automation

  Removes a contact from an automation by deleting the contact automation record.

• Action
  Remove contact from list

  Removes a contact from the specified list.

• Action
  Remove tag from contact

  Removes a tag from a contact by the contactTag association ID.

• Action
  Remove tags from contact

  Removes the provided tags (by name, comma-separated) from a contact identified by email or contact ID.

• Action
  Set automation status

  Enables or disables an automation. Set status to '1' to enable or '0' to disable.

• Action
  Set custom field value for contact

  Create or update a contact's custom field value.

• Action
  Set deal currency custom field value

  Set the value for a deal's custom field of the "currency" type

• Action
  Update account

  Updates the specified account.

• Action
  Update contact

  Updates an existing contact having the specified ID.

• Action
  Update deal

  Updates an existing deal.

• Action
  Update tag

  Updates an existing tag.

• Action
  Update task

  Updates a task by ID in ActiveCampaign

• Trigger
  New Contact in Contact Smart View

  Triggers when a new contact appears in the selected contact Smart View.

• Trigger
  New Lead in Smart View

  Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.

• Trigger
  New Note

  Triggers when a new note is added to a lead in Close.

• Action
  Add Address to Lead

  Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.

• Action
  Add User

  Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.

• Action
  Create Bulk Action

  Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.

• Action
  Create Bulk Email

  Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.

• Action
  Create Bulk Workflow Subscription Action

  Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.

• Action
  Create Contact

  Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.

• Action
  Create Custom Activity

  Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.

• Action
  Create Export

  Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.

• Action
  Create Lead

  Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.

• Action
  Create Lead Smart View

  Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.

• Action
  Create Note

  Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.

• Action
  Create Opportunity

  Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.

• Action
  Create SMS

  Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.

• Action
  Create Task

  Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.

• Action
  Create WhatsApp Message

  Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.

• Action
  Delete Email

  Deletes an email activity from Close.

• Action
  Delete Email Address From Contact

  Removes one email address from a Close contact, keeping the contact's other email addresses.

• Action
  Delete Logged Call

  Deletes a logged Call activity from Close.

• Action
  Export Activity Report to CSV

  Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.

• Action
  Find Call

  Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.

• Action
  Find Connected Account

  Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.

• Action
  Find Custom Activity

  Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.

• Action
  Find Custom Objects

  Returns the custom object records attached to a lead, optionally limited to one custom object type.

• Action
  Find Group

  Returns the Close groups whose name matches the name you supply, along with the first match.

• Action
  Find Lead

  Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.

• Action
  Find Meetings

  Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.

• Action
  Find Note

  Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.

• Action
  Find Number of Leads in Smart View

  Returns the number of leads that currently match a lead Smart View in Close.

• Action
  Find Opportunities

  Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.

• Action
  Find Task

  Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.

• Action
  Find WhatsApp Messages

  Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.

• Action
  Find Workflow Subscription

  Returns the workflow (sequence) subscriptions for a workflow, contact or lead.

• Action
  Merge Two Leads

  Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.

• Action
  Resubscribe Email

  Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.

• Action
  Run Activity Overview Report

  Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.

• Action
  Run Opportunity Funnel Report

  Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.

• Action
  Run Sent Email Report

  Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.

• Action
  Run Status Change Report

  Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.

• Action
  Select Random User

  Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.

• Action
  Unsubscribe Email

  Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.

• Action
  Update Call

  Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.

• Action
  Update Custom Activity

  Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.

• Action
  Update Lead

  Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.

• Action
  Update Lead Smart View

  Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.

• Action
  Update Note

  Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.