How to Create ActiveCampaign Contact (with Tag) from Airtable Record Using Pabbly Connect

Learn how to integrate Airtable with ActiveCampaign using Pabbly Connect to create contacts with tags. Step-by-step guide included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create ActiveCampaign contacts from Airtable records, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Upon signing up, you will receive 100 free tasks every month to test the automation features of Pabbly Connect. If you’re an existing user, simply sign in to your account to proceed.

2. Creating a New Workflow in Pabbly Connect

Once you are signed in to Pabbly Connect, you will be directed to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow.

• Name your workflow: ‘Create ActiveCampaign Contacts with Tag from Airtable Records.’
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to initiate the workflow.

Your new workflow will now have two windows open: Trigger and Action. The trigger will be Airtable, and the action will be ActiveCampaign. This setup allows Pabbly Connect to automate the process of creating contacts when new records are added in Airtable.

3. Setting Up Airtable as the Trigger

In this step, you will set up Airtable as the trigger application in Pabbly Connect. Select Airtable and then choose the trigger event as ‘New Record.’ This event will initiate the workflow whenever a new row is added to your Airtable base.

Next, click on ‘Connect’ and then select ‘Add New Connection’ to create a new connection with your Airtable account. You will need to enter a personal access token, which can be generated from the Airtable developer hub. Ensure you select the appropriate scopes, such as:

• Data records read
• Data records write
• Webhook manage

After entering your token and selecting the scopes, click ‘Save’ to establish the connection. This setup allows Pabbly Connect to fetch new records from Airtable and automate the contact creation process in ActiveCampaign.

4. Configuring ActiveCampaign as the Action

Now that you have set up Airtable as the trigger, it’s time to configure ActiveCampaign as the action application in Pabbly Connect. Search for ActiveCampaign and select the action event as ‘Search Tag.’ This action will help you determine if the tag from Airtable exists in ActiveCampaign.

Click ‘Connect’ and add a new connection to your ActiveCampaign account. You will need to provide your API key and URL, which can be found in the ActiveCampaign developer settings. Make sure to paste the URL without ‘https’. After saving the connection, you can map the tag received from Airtable to check if it already exists in ActiveCampaign.

Once the tag is confirmed to exist, you can proceed to create a new contact in ActiveCampaign using the same tag. If the tag does not exist, you will need to create it first before adding the contact. Pabbly Connect ensures a seamless flow between Airtable and ActiveCampaign, automating the entire process effectively.

5. Testing the Integration with a Live Example

To test the integration, add a new row in your Airtable base with customer details, including a tag. For example, enter a name like ‘Dummy User’, a phone number, a city, and a new tag such as ‘Latest Customer.’ This action will trigger the workflow you created in Pabbly Connect.

Once the new record is added, Pabbly Connect will automatically fetch the details and create a new contact in ActiveCampaign with the specified tag. You can verify this by checking your ActiveCampaign account. If everything is set up correctly, you will see the new contact listed with the appropriate tag.

This integration not only saves time but also ensures that your contact list is always updated with the latest customer information from Airtable. With Pabbly Connect, you can easily manage your customer data across platforms without manual intervention.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating ActiveCampaign contacts from Airtable records. This integration streamlines your workflow and ensures that your contact database remains updated with minimal effort.