Suppose, the discussion with a prospect had matured enough but somehow the deal did not proceed. In such cases, it is of outmost importance that there is an inherent integration between your systems so that all your email conversations are in sync with the CRM. Many organizations still prefer using other email applications like Microsoft Outlook, Gmail, etc.
With Zoho Mail, all email conversations are present in one single place – in your Zoho CRM and at any time you can easily access all information exchanged with any customer, potentials, vendor, etc. Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.Ĭreates a custom website or application event.įinds an existing deal by title or email.If you are using Zoho CRM in your organization, it is likely that you have evaluated Zoho Mail for your internal or external communication. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role. With a deal ID and a contact ID set the corresponding contact as a secondary on the deal.
The contact will be removed from this active automationĪdds a contact to an ActiveCampaign accountĬreates a new custom object record or update an existing record If contact does not yet exist, a contact will be created and then added to the automation. Triggers when a a Tag is added or removed from a ContactĬreates a new contact, or updates an existing contact.Īdds an existing contact into any automation. Triggers when a new contact is added or existing contact's details are updated. Triggers when an existing contact details are updated. Triggers when a new contact is added to a list. Triggers when a new deal is created or existing deal is updated. Triggers when a new deal task is created. Triggers when a new deal note is created. Triggers when a new contact task is created. Triggers when a new contact note is added. Triggers when a contact unsubscribes as a result of a campaign email sent to them. Triggers when a new campaign starts sending. Triggers when a contact opens a campaign (will trigger once per contact per campaign). Triggers when a contact clicks a link in a campaign message (will only run once for each unique link). Triggers when a contact email address bounces from a sent campaign. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action. Triggers when an automation sends out webhook data.
Triggers when a new account is added or an existing account's details are updated. Triggers when a deal task has been completed. Triggers when a custom object record is deleted in ActiveCampaign Triggers when a Custom Object record is created or updated. Creates a draft of an email that can then be reviewed and sent out.