Use Cases
- Create new deals automatically when a contact is added.
- Update deal values based on specific triggers.
- Retrieve detailed information about existing deals for reporting.
- Manage tags for contacts to segment audiences effectively.
- Delete outdated tags and deals to maintain a clean database.
How It Works
Initiate the workflow with a start node. Establish a connection to ActiveCampaign. Create new contacts with dynamic email addresses. Create new deals linked to the created contacts. Update, retrieve, and delete deals and tags as needed.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure ActiveCampaign credentials in the workflow.
- 3Set up the initial trigger to start the workflow.
- 4Customize parameters for deal and tag creation as needed.
- 5Test the workflow to ensure all nodes function correctly.
Apps Used
ActiveCampaign
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation