ActiveCampaign integration
Email marketing, marketing automation, and CRM tools you need to create incredible customer experiences. Use ActiveCampaign from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 7 actions
- 9 triggers
- Starts with
New Deal Note - ZoftAgent or workflow decides what happens next
- Then in ActiveCampaignCreate Account
- AndCreate Contact
Zoft + ActiveCampaign
What Zoft can do with ActiveCampaign.
- 01Voice agentsA phone agent can use ActiveCampaign actions such as Create Account and Create Contact during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update ActiveCampaign while it talks to the customer.
- 03WorkflowsStart a workflow when “New Deal Note” happens in ActiveCampaign, or use ActiveCampaign as any step on the canvas.
- 04AI employeesAn AI employee can find and use ActiveCampaign actions on its own, and ask for your approval before it sends or changes anything important.
Actions 7
Things Zoft can do in ActiveCampaign.
- Create AccountCreates a new account.
- Create ContactCreates a new contact.
- Update AccountUpdates an account.
- Update ContactUpdates an existing contact.
- Add Tag to ContactAdds a tag to contact.
- Add Contact to AccountAdds a contact to an ActiveCampaign account.
- Subscribe or Unsubscribe Contact From ListSubscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.
Triggers 9
Events in ActiveCampaign that can start a workflow.
- New Deal NoteTriggers when a new deal note is created.
- New Deal TaskTriggers when a new deal task is created.
- Updated ContactTriggers when an existing contact details are updated.
- New Contact NoteTriggers when a new contact note is added.
- New Contact TaskTriggers when a new contact task is added.
- Deal Task CompletedTriggers when a deal task has been completed.
- New or Updated AccountTriggers when a new account is added or an existing account’s details are updated
- New Deal Added or UpdatedTriggers when a new deal is created or existing deal is updated.
- Tag Added or Removed From ContactTriggers when a a Tag is added or removed from a Contact
Setup
Connect ActiveCampaign in three steps.
- 01ConnectChoose ActiveCampaign in Connections and enter the account details ActiveCampaign asks for, such as a store name or token.
- 02Put it to workAdd ActiveCampaign as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
ActiveCampaign on Zoft, answered.
What can Zoft do with ActiveCampaign?
Zoft supports 7 actions and 9 triggers for ActiveCampaign. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect ActiveCampaign to Zoft?
Choose ActiveCampaign in Connections and enter the account details ActiveCampaign asks for, such as a store name or token.
Can a voice agent or chat agent use ActiveCampaign?
Yes. Once ActiveCampaign is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in ActiveCampaign without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.