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Move deal stages in ActiveCampaign from new Calendly meetings

Move deal stages in ActiveCampaign from new Calendly meetings

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Every time a new Calendly meeting is scheduled with you, the template will check if the attendee has a deal assigned in ActiveCampaign. If a deal is found, it will be moved to a next stage.

Please note that one contact in ActiveCampaign can have multiple deals assigned and thus all deals will be moved to a next stage.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

ActiveCampaign
Add a Contact to an Automation

Adds a contact to an automation.

Action
ActiveCampaign
Add a Tag to a Contact

Adds a tag to a contact.

Action
Flow Control
Array aggregator

Aggregator
ActiveCampaign
Create a Contact

Creates a contact.

Action
ActiveCampaign
Create a Deal

Creates a new deal.

Action
ActiveCampaign
Create a Deal Note

Creates a new note for a deal..

Action
ActiveCampaign
Create a Message

Creates a message.

Action
ActiveCampaign
Create a New Event

Creates a new tracking event (name only).

Action
ActiveCampaign
Create a Note

Adds a note to an activity, a deal, a deal task or to a subscriber.

Action

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