Automate Saving ActiveCampaign Deals in Airtable with Pabbly Connect

Learn how to automate saving ActiveCampaign deals in Airtable using Pabbly Connect. Follow this step-by-step guide to streamline your sales process. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for ActiveCampaign and Airtable

To automate saving ActiveCampaign deals in Airtable, the first step is to access Pabbly Connect. Begin by logging into your Pabbly Connect account. If you don’t have an account yet, you can sign up for free and get 100 automation tasks each month.

Once logged in, navigate to your dashboard. Click on the ‘Create Workflow’ button to start a new automation. Name your workflow something like ‘ActiveCampaign to Airtable Automation’ and click on ‘Create’ to proceed. This will set the stage for integrating ActiveCampaign with Airtable through Pabbly Connect.

2. Configuring the Trigger with ActiveCampaign

To set up the trigger, choose ActiveCampaign as your application in Pabbly Connect. Select the trigger event as ‘New Deal’. This means that every time a new deal is created in ActiveCampaign, it will trigger the automation.

• Select ‘ActiveCampaign’ as the trigger application.
• Choose ‘New Deal’ as the trigger event.
• Click on ‘Connect’ to establish a connection.

In the connection window, you will need to provide your ActiveCampaign API key and URL. These can be found in the ‘Settings’ section under ‘Developer’ in your ActiveCampaign dashboard. Make sure to format the URL correctly by removing the leading ‘http://’. After entering this information, click on ‘Save’ to connect ActiveCampaign to Pabbly Connect.

3. Testing the Trigger with a New Deal

Now that the trigger is set up, it’s time to test it. Create a new deal in ActiveCampaign to see if Pabbly Connect captures the data correctly. Go to the ‘Deals’ section in ActiveCampaign and click on ‘Add a Deal’.

• Fill in the deal title, value, and select the appropriate pipeline and stage.
• Click on ‘Add Deal’ to save it.

After adding the deal, return to Pabbly Connect. You should see that the deal data has been captured, including the deal title, creation date, and other relevant details. This confirms that the trigger is working correctly.

4. Setting Up the Action to Save Data in Airtable

With the trigger successfully tested, it’s time to configure the action that will save the deal data in Airtable. In Pabbly Connect, select Airtable as your action application. Choose the action event as ‘Create Record’.

Click on ‘Connect’ and add a new connection by entering your Airtable API key. Select the base and table where you want to save the deal data.

Map the fields from the ActiveCampaign deal to the corresponding columns in Airtable. For example, map the deal title to the title field, and the deal owner to the contact name. Once all fields are mapped, click on ‘Save and Send Test Request’ to check if the data is being saved correctly in Airtable.

5. Finalizing Your Automation with Pabbly Connect

After successfully testing the action, your automation is now complete. This means that every time you create a new deal in ActiveCampaign, the deal’s data will be automatically saved in Airtable without any manual effort.

To ensure everything is working smoothly, try creating another deal in ActiveCampaign and check your Airtable to see if the new data appears. This seamless integration demonstrates how Pabbly Connect can save you time and streamline your workflow.

Conclusion

In this tutorial, we explored how to automate saving ActiveCampaign deals in Airtable using Pabbly Connect. By following these steps, you can enhance your sales process and reduce manual data entry. Start using this automation today to improve your efficiency!