Automate ActiveCampaign Deals Recording in Google Sheets Using Pabbly Connect

Learn how to automate recording new ActiveCampaign deals in Google Sheets using Pabbly Connect with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for ActiveCampaign and Google Sheets Integration

To automate the recording of new ActiveCampaign deals in Google Sheets, you will first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account and navigating to your dashboard. If you don’t have an account, you can sign up for free and get 100 automation tasks every month.

Once you’re logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘ActiveCampaign to Google Sheets Automation’. After naming your workflow, click on the ‘Create’ button to proceed.

2. Setting the Trigger in ActiveCampaign

The next step involves setting up the trigger for your automation within Pabbly Connect. In the workflow, select ActiveCampaign as your trigger application. You will need to connect your ActiveCampaign account by selecting ‘Add New Connection’.

• Choose the trigger event as ‘New Deal’.
• Enter your ActiveCampaign API key and URL, which can be found in the settings of your ActiveCampaign account.

After entering the required information, click on ‘Save and Send Test Request’. This will allow you to test the connection. Ensure you create a test deal in ActiveCampaign to capture the deal data for the next steps.

3. Creating a Test Deal in ActiveCampaign

Now that you have set up the trigger in Pabbly Connect, you need to create a test deal in your ActiveCampaign account. Navigate to the Deals section and click on ‘Add Deal’. Fill in the details such as the deal name, value, and description.

For example, you can name the deal ‘Magnet Brains Deal’ with a value of $1000. After entering all the necessary details, click on ‘Add Deal’ to save it. Once the deal is created, switch back to Pabbly Connect to check if the data has been captured successfully.

4. Setting the Action in Google Sheets

After successfully capturing the deal data from ActiveCampaign, the next step is to set up the action to send this data to Google Sheets using Pabbly Connect. Search for Google Sheets in the action application section and select it.

• Choose the action event as ‘Add New Row’.
• Connect your Google Sheets account by selecting ‘Add New Connection’.

Once connected, select the appropriate spreadsheet where you want to save the deal data. Map the fields such as deal name, value, and other relevant information from the ActiveCampaign deal data captured in the previous steps.

5. Testing the Automation Setup

The final step is to test the entire automation setup in Pabbly Connect. After mapping all the fields, click on ‘Save and Send Test Request’. This will send the data to your selected Google Sheets spreadsheet.

Check your Google Sheets to ensure that a new row has been added with the deal information. If everything is set up correctly, the data should appear in your spreadsheet automatically whenever a new deal is created in ActiveCampaign.

Conclusion

In this tutorial, we explored how to automate the recording of new ActiveCampaign deals in Google Sheets using Pabbly Connect. By following these steps, you can streamline your workflow and save valuable time. This integration allows you to manage your deals efficiently without manual data entry.