Automate deals forecast report

Hi Paul!

You have a couple of options:

Option 1: Zapier Integration

• Set up a Zap that triggers monthly/quarterly
• Pull deal data from ActiveCampaign via API
• Format the data and automatically email it to your controller
• Tools like Google Sheets or Airtable can help organize the data before sending

Option 2: ActiveCampaign API + External Tools

• Use the ActiveCampaign API to extract deal pipeline data
• Build a simple script (or hire a developer) to format it into a report
• Schedule it to run and email automatically using tools like:
  • Google Apps Script
  • Microsoft Power Automate
  • Custom webhook solutions

Option 3: Manual Export + Automation

• Export deal reports from ActiveCampaign regularly
• Use tools like Microsoft Power BI or Google Data Studio to create automated dashboards
• Set up scheduled email delivery of these reports

Option 4: Third-Party Reporting Tools Some reporting platforms integrate with ActiveCampaign and offer automated report scheduling.

The Zapier route is probably your most user-friendly option if you’re not technically inclined.

Thank you.