ActiveCampaign Deals

ActiveCampaign Deals connects your flow to the sales area of ActiveCampaign to work with deals, the sales opportunities you track in your pipelines. You can create a deal linked to a contact, look it up, change its details or its stage, delete it and add notes to it.

It is useful when opportunities start somewhere else, such as a quote request or a conversation with an agent, and you want them to appear in your ActiveCampaign sales pipeline.

When to use it

A customer asks for a quote on your website and you want to create the deal in the first stage of your pipeline.
An order is confirmed in your store and you want to move the deal to the won stage.
After every call with a customer you want to save a summary as a note on the deal.
Every Friday you want a report of the open deals for your sales team.

Configuration

You need an ActiveCampaign credential with the API URL and the API key of your account. You find them in ActiveCampaign under Settings > Developer. See Credentials.

Field	What it does
Credential (required)	The ActiveCampaign credential used to access your account.
Operation (required)	What the component does. See Operations. Default: `Get Deals`.
Get By	Only in `Get Deals`. `By ID` fetches one deal and `All` fetches the list of deals. Default: `All`.
Deal ID	The deal’s ID. Required in `Update Deal`, `Delete Deal`, `Create Note`, `Update Note` and in `Get Deals` with `By ID`.
Limit	Only in `Get Deals` with `All`. The maximum number of deals to fetch. Default: 10.
Title	The deal’s title. Required in `Create Deal` and `Update Deal`.
Value	The deal amount in currency units: `7000` means 7,000. Required in `Create Deal` and `Update Deal`.
Association Mode	In `Create Deal` and `Update Deal`, how you indicate the contact, pipeline and stage. With `Custom` you type their IDs; with `Dynamic` you pick them from lists loaded from your account. Default: `Custom`.
Contact ID	With `Custom`. The ID of the contact the deal belongs to.
Pipeline ID	With `Custom`. The ID of the deal’s pipeline.
Stage ID	With `Custom`. The ID of the pipeline stage the deal is in.
Contact	With `Dynamic`. A dropdown with the contacts of your account, showing their ID and email.
Pipeline	With `Dynamic`. A dropdown with the pipelines of your account.
Stage	With `Dynamic`. A dropdown with the stages. If you pick a Pipeline first, it only shows that pipeline’s stages.
Note Content	Only in `Create Note` and `Update Note`, and required. The text of the note.
Note ID	Only in `Update Note`, and required. The ID of the note to change, the one `Create Note` returns.

Operations

Operation	What it does
`Create Deal`	Creates a new deal linked to a contact, in the pipeline and stage you choose.
`Update Deal`	Changes the details of an existing deal, for example its amount or its stage. The fields you leave empty keep their current value.
`Get Deals`	Fetches one deal or the list of deals.
`Delete Deal`	Deletes a deal.
`Create Note`	Adds a note to a deal.
`Update Note`	Replaces the text of a note of a deal.

Advanced options

Field	What it does
Currency	The currency of the amount, as a three-letter code, for example `EUR`. Default: `USD`.
Description	A description of the deal.
Owner ID	The ID of the ActiveCampaign user responsible for the deal. In `Create Deal`, if you leave it empty, the owner is the user of the connected account.

Output

The Data output returns the deal you worked with, with its ID, title, amount, pipeline, stage and contact. With Get Deals set to All you get one item per deal. In Delete Deal it returns a confirmation with the ID, and in Create Note and Update Note the note.

You can connect the result to a message for your sales team, a spreadsheet or an agent. The component can also be connected to an Agent as a tool, so the agent decides when to create or look up deals. See Tool Mode.

Example

A renovation company receives quote requests on its website.

Create the customer’s contact with ActiveCampaign Contacts.
Add ActiveCampaign Deals with Create Deal. In Title put Kitchen renovation followed by the customer’s name, and in Value the estimated amount.
Leave Association Mode set to Custom. In Contact ID put the ID of the contact you just created, and in Pipeline ID and Stage ID the IDs of your sales pipeline and its New quote stage.
Open Advanced options and set Currency to EUR.

Good practices

Dynamic works well when the contact, pipeline and stage are always the same. If they change on every run, use Custom and pass the IDs from earlier components.
You get the IDs of pipelines and stages with ActiveCampaign Pipelines and ActiveCampaign Stages.
Always set the currency: otherwise the amount is stored in US dollars.

ActiveCampaign Pipelines: create and look up pipelines.
ActiveCampaign Stages: create and look up the stages of a pipeline.
ActiveCampaign Contacts: create and find the contacts of your deals.