Are you using a CRM that you'd like to tie in to ActiveConversion? We have recently tied ActiveConversion into Zapier, a tool that links web apps together so they can share data.

Because of this, ActiveConversion can now send lead information directly to CRMs like:

• SalesForce
• Microsoft Dynamics
• Pipedrive
• Zoho
• Base
• SugarCRM
• And more - see full list at https://zapier.com/apps/categories/crm/
  

Once Zapier is connected, you can select any company, prospect, or lead and push the contact and their activity history to Zapier.

How does Zapier work?

Zapier lets you build your own automated workflow (a Zap) to tie your CRM to  ActiveConversion in the Zapier editor with a few clicks, no code required.

A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you.

Currently available Zaps:

• Send selected contacts from ActiveConversion to your CRM for your sales team's use
• Automatically keep your CRM contact details up to date in ActiveConversion

Getting Started

To integrate your CRM with ActiveConversion through Zapier:

1. Email your account manager or our support team at support@activeconversion.com  to have the Zapier connection enabled
2. Sign up for a Zapier account at https://zapier.com/
3. Log in to Zapier
4. Go to the following link and click the “Accept Invite & Build a Zap” button
   https://zapier.com/platform/public-invite/6760/7842c3d757e10b7a7c03d99b671fd4b8/

To send selected ActiveConversion contacts to your CRM:

Zapier’s free accounts support single-step Zaps. This means you could find a contact in ActiveConversion (trigger) and create a new contact in your CRM (action) using a free account.

If you wish to avoid creating duplicate contacts with your Zap you’ll want a paid Zapier account since this gives you the ability to create multi-step Zaps. Then you’ll have two actions: check if the contact exists (action 1) and then create a new contact if needed (action 2).

To set up the trigger (ActiveConversion) portion of your Zap:

1. Log in to ActiveConversion
2. Go to Configure > Connectors > Zapier and copy the “Activation Key” found there
3. Log in to Zapier
4. Click the orange “Make a Zap” button, top right
5. On the “Choose a Trigger App” screen, type “ActiveConversion” into the dropdown box and select it
6. On the “Select ActiveConversion Trigger” screen, select “Push Contact to Zapier” and click “Save + Continue”
7. Click the “Connect an Account” button
8. Paste your “Activation Key” into the “API Key” field in Zapier and click “Yes, Continue”
9. Click the “Test” button to ensure the connection works
10. Once you receive a “Success” message, click “Save + Continue”
11. On the “Set up ActiveConversion Contact” screen, click “Continue” - don’t fill anything in on this screen
12. On the “Pick a Sample” screen”, click “Skip this step”
13. Click “Continue With Default Sample”
    
    

To set up the action (CRM) portion of your Zap:

1. Choose an Action App (your CRM)
2. Run through the wizard and map out what you’d like to have happen in your CRM. The most common options are:
1. Check if this contact already exists in your CRM (if using multi-step Zaps)
2. Create a new contact in your CRM if it’s not already there

When setting up your Zap, you’ll be able to create a template to tell your Zap were contact information from ActiveConversion should appear in your CRM. Most of our users Zap the first and last names job title, email address, phone number, and company name.

Once the Zap is set up and running, new contacts in ActiveConversion should automatically start appearing in your CRM.

Sample Zap connecting ActiveConversion to Pipedrive:

To send CRM contacts to ActiveConversion:

Zapier’s free accounts support single-step Zaps. This means you can send any new CRM contacts in your CRM (trigger) and create a new contact in ActiveConversion (action) using a free account.

If you wish to avoid creating duplicate contacts with your Zap you’ll want a paid Zapier account since this gives you the ability to create multi-step Zaps. Then you’ll have two actions: check if the contact exists (action 1) and then create a new contact if needed (action 2).

To set up the trigger (CRM) portion of your Zap:

1. Log in to Zapier
2. Click the orange “Make a Zap” button, top right
3. On the “Choose a Trigger App” screen and type the name of your CRM into the dropdown box and select it
4. Continue through the wizard to set up your trigger. Common triggers might include when a new person is created in your CRM or when a person is updated in your CRM.

To set up the action (ActiveConversion) portion of your Zap:

1. On the “Choose an Action App” screen, select ActiveConversion
2. On the “Select ActiveConversion Action” screen, select what you’d like to have happen in ActiveConversion. The most common options are:
1. Check if this contact already exists in your CRM (if using multi-step Zaps)
2. Create a new contact in your CRM if it’s not already there
3. Let’s say you chose “Create Contact”. Click “Save + Continue”
4. Your ActiveConversion account should already be connected from your previous Zap setup. If not, you can do so now. Then click “Save + Continue”
5. On the “Set up ActiveConversion Contact” screen, you’ll be creating a template to tell your Zap were contact information from your CRM should appear in ActiveConversion. Once you’ve selected what to send to ActiveConversion, click  “Continue”
6. At this point you can either test your Zap or click “Finish” to turn the Zap on.

Once the Zap is set up and running, new contacts in your CRM should automatically start appearing in ActiveConversion under Sales > Contacts.

Sample Zap connecting Pipedrive to ActiveConversion:

Frequently Asked Questions

Where in ActiveConversion can I see the contacts sent from my CRM?

The contacts added to your account will appear under Sales > Contacts. From there you can tag your contacts, assign to sales reps, add to nurture campaigns, and more.

How much does the Zapier/ActiveConversion integration cost?

ActiveConversion currently integrates with Zapier for free. If technical support is required, it is available at our standard hourly rates by emailing support@activeconversion.com 

Zapier pricing information is available at https://zapier.com/pricing/

Why is my Zap creating duplicate contacts in my CRM?

The most likely reason is if you’re using a single-step Zap to add a contact, but not checking first if that contact already exists. Paid Zapier accounts allow for multi-step Zaps.

I’m having other issues with my Zap

Zapier has provided a thorough troubleshooting and setup guide in their Help Center: https://zapier.com/help/troubleshooting/