Automate Active Campaign with Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate Active Campaign using Pabbly Connect. This tutorial provides detailed steps to integrate various applications effortlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating Active Campaign, first, access Pabbly Connect by visiting its official website. Type the URL Pabbly.com/connect in your browser. Once there, you will see options to sign in or sign up for free.

If you are an existing user, click on the sign-in button. New users can create an account by clicking on the sign-up button, which takes just a few minutes. After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ option to start setting up your automation. A dialog box will appear, prompting you to name your workflow. Enter a name such as ‘Automate Active Campaign Using Pabbly Connect’ and select your preferred folder for organization.

• Enter a descriptive name for your workflow.
• Select a folder to categorize your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, the next screen will show two important sections: trigger and action. The trigger determines when your automation will start, while the action defines what happens next. Understanding these elements is crucial for setting up effective automations using Pabbly Connect.

3. Setting Up Active Campaign as Trigger

To set up Active Campaign as the trigger in Pabbly Connect, select Active Campaign from the trigger application options. Next, choose the trigger event, such as ‘Contact Added.’ This means your workflow will activate whenever a new contact is added to your Active Campaign account.

Click on the connect button to establish a connection. You will need your Active Campaign API key and URL. These can be found in your Active Campaign account under the settings tab in the developers section. Make sure to remove ‘https’ from the URL before saving the connection.

• Log into your Active Campaign account and navigate to settings.
• Copy the API key and URL from the developers section.
• Paste the details into Pabbly Connect and save the connection.

Once the connection is successful, select the specific list you want to connect in Active Campaign. This ensures that whenever a new contact is added to that list, Pabbly Connect captures the response automatically.

4. Using Google Sheets as Action in Pabbly Connect

Next, you will set up Google Sheets as the action in your workflow. This means that whenever a new contact is added in Active Campaign, their details will be automatically recorded in a Google Sheet. To do this, select Google Sheets as your action application in Pabbly Connect.

Choose the action event, such as ‘Create Spreadsheet Row.’ This action will take the data from the trigger (new contact from Active Campaign) and add it to your specified Google Sheet. You will need to connect your Google account to Pabbly Connect, which allows the automation to access your sheets.

Select Google Sheets as the action application. Choose the action event to create a new row. Map the data fields from Active Campaign to the corresponding columns in Google Sheets.

After setting up the mapping, click on ‘Save and Send Test Request’ to verify that the integration works. If successful, you will see the new contact’s details appear in your Google Sheet.

5. Finalizing the Automation with Facebook Lead Ads

In this section, you will learn how to use Facebook Lead Ads as an additional trigger in your automation. This allows you to capture leads directly from your Facebook ads and add them to Active Campaign using Pabbly Connect. Select Facebook Lead Ads as your trigger application.

Choose the trigger event, such as ‘New Lead.’ Then connect your Facebook account to Pabbly Connect to allow it to access your lead data. Once connected, you can test the trigger to ensure it captures the lead information correctly.

Select Facebook Lead Ads as your trigger application. Choose the trigger event for new leads. Connect your Facebook account and test the trigger.

Finally, map the lead data to Active Campaign just like before. This ensures that every new lead from Facebook is added to your email marketing list without manual input. With this setup, Pabbly Connect automates the entire process, saving you time and effort.

Conclusion

In this tutorial, we explored how to automate Active Campaign using Pabbly Connect. By integrating various applications like Google Sheets and Facebook Lead Ads, you can streamline your marketing efforts and enhance data management. This process not only saves time but also improves customer interactions significantly.