Automate create deals from ActiveCampaign to PipeDrive
We use both PipeDrive and ActiveCampaign. PipeDrive is used by sales, ActiveCampaign is used by marketing for lead generation, lead nurturing, etc. Since we have MQL (ActiveCampaign) and SQL (PipeDrive) separated, and don't want sales to interrupt our marketing activities in ActiveCampaign, we'd like to be able to automatically create deals in PipeDrive for further follow up by sales.
So, workflow will be:
1) Lead generation by marketing (SEO, SEA, Social Ads, etc)
2) Lead Nurturing by ActiveCampaign to nurture leads towards SQL (Quote request, demo, etc)
3) Deal created in PipeDrive so sales can further follow up on SQL
On the ActiveCampaign site, they suggest the above workflow is possible. However, I can't seem to find anything in ActiveCampaign to create deals in PipeDrive.
Arthur_70084 Posts: 74edited March 2022 #2
Hey @Dennis Veldhuis
Let me introduce myself first, I'm Arthur, a French automation specialist and workflow expert (Integromat / Make)
For your case, I recommend you to use external solution such as Integromat (here is the link if you want to check, https://www.make.com/en/register?pc=arthursoustelle .
If you want, we can discuss your need.
You can book a call with me there : https://calendly.com/soustellepro/free-30-minute-audit-and-consultation?back=1&month=2022-03
Or you can contact me here: https://tally.so/r/m6z8om
Andrus Purde Posts: 109edited March 2022 #3
Did you find a solution for this already?
At Outfunnel, we've built a deep ActiveCampaign-Pipedrive integration but it currently only records some AC events in PD (email clicks, opens, unsubscribed). We'll be updating our AC integration soon, so if you're still looking for a solution, let me know which event types you'd like to sync to Pipedrive ie. how are quote requests and demos currently defined in AC.0