I want to send my controller a monthly or quarterly deals forecast report. Has anyone figured out if there is a way to automate this process?
Automate deals forecast report
+3Hi 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.
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