It is very easy to integrate Close with ActiveCampaign via Zapier. Here’s a short tutorial on how to do it:
- Go to the left-side panel and then click 'Create'.
- Select 'Zaps' from the list of options.
- After that, click 'Trigger' to start the integration process.
- Search for 'Close' and then choose it from the suggested results.
- Next, specify your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards, then log into your Close account.
- Subsequently, choose the Close organization you want to use and then click 'Allow' to grant the necessary permissions.
- Once done, tap 'Test Trigger' to run your inputs.
- Click 'Continue With Selected Record' afterwards.
- Following that, find 'ActiveCampaign' and then select it as the Action app.
- Next, click the drop-down menu and then choose the specific 'Action Event' you prefer to use.
- Tap 'Sign In' afterwards.
- Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.
- Fill out the input fields with the required information.
- Once done, click 'Continue' to publish and activate the integration.
- After completing these steps, your Close account will be integrated instantly with ActiveCampaign.
