Day 18 | Create an *Automated* Deal

Challenges 21-Day Back to School Challenge
1

It’s not just a hassle to manually enter information into a CRM. It’s time-consuming. You risk making errors with manual data entry. And if you’re busy, you simply might forget!

Fortunately you can automate this process, making managing your sales pipeline much smoother.

The Create Deal From a Form automation recipe creates a deal for a contact in the CRM after a form submission.

When a website visitor submits a contact form, this automation:

  1. Creates a deal for the contact.
  2. Adds the deal to your sales pipeline.
  3. Assigns a deal owner (Optional).
  4. Creates a follow-up task.
  5. Pulls contact information from the form submission (Optional).
  6. Notifies you of new contact information.

Here’s how it works:

  1. The automation is triggered when a contact submits any form.
  2. The automation then checks to see if the contact matches the condition of “deal status is open.”
  • If that contact has an open deal, a notification will be sent to the email address of your choosing.
  • If there isn’t a deal for that contact, the automation will create a deal and add a follow up task.
  1. (Optional) The automation will assign a deal owner and add the deal to a specific pipeline and pipeline stage within the ActiveCampaign CRM.
  2. A notification email will be sent that the contact submitted a form and a deal has been created.

Day 18 - Task of the Day:

Import the Create Deal From a Form automation recipe.

  1. Visit the ActiveCampaign Marketplace and search for Create Deal From a Form automation recipe.
  2. Click the recipe name. This will bring you to a page where you can read more information about the recipe.
  3. Click the “Login to import recipe” button.

A modal will open. Here you can log into your ActiveCampaign Marketplace account with your ActiveCampaign account credentials.

After you provide your login credentials, the recipe will be added to your ActiveCampaign account. The recipe page will reload and a confirmation message will appear.

Here you can close the modal by clicking the “X” in the top right corner or you can view the automation recipe in your account by clicking the “Go to your automations” button.

Modal_confirming_that_the_automation_recipe_has_been_added_to_your_account__click_Go_to_your_automations.png

Clicking on the automation from the “Create an automation” modal will open the Automation Import Wizard. This wizard will walk you through each step needed to customize the automation for your account.

Once you are done with inputting the information needed via the import wizard, you will be able to access the automation. The automation is now yours to further customize.