How to Integrate Close with ActiveCampaign

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

1. Go to the left-side panel and click 'Create'.
2. Select 'Zaps' from the list of options.
3. Click 'Trigger' to start the integration process.
4. Search for 'Close' and choose it from the suggested results.
5. Specify your preferred 'Trigger Event'.
6. Tap 'Sign In' and log into your Close account.
7. Choose the Close organization you want to use and click 'Allow' to grant the necessary permissions.
8. Tap 'Test Trigger' to run your inputs.
9. Click 'Continue With Selected Record'.
10. Find 'ActiveCampaign' and select it as the Action app.
11. Open the drop-down menu and choose the specific 'Action Event' you want to use.
12. Tap 'Sign In' to connect your ActiveCampaign account.
13. Provide the API credentials of your ActiveCampaign account and click 'Yes, Continue to ActiveCampaign'.
14. Fill out the input fields with the required information.
15. Click 'Continue' to publish and activate the integration.
16. Your Close account is now integrated instantly with ActiveCampaign.