ActiveCampaign Pipelines
ActiveCampaign Pipelines manages the sales pipelines of your ActiveCampaign account. A pipeline is the path a deal follows from the moment it appears until it is won or lost, split into stages. With this component you can create a pipeline, look up one or all of them, and delete it.
It is most often used to get a pipeline’s ID and pass it to ActiveCampaign Deals or ActiveCampaign Stages.
When to use it
- You need the ID of your sales pipeline to create deals from a flow.
- You open a new line of business and want a pipeline of its own for its opportunities.
- You want to review which pipelines your account has before reorganizing it.
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 Pipelines. |
| Get By | Only in Get Pipelines. By ID fetches one pipeline and All fetches all of them. Default: All. |
| Pipeline ID | The pipeline’s ID. Required in Delete Pipeline and in Get Pipelines with By ID. |
| Pipeline Title | Only in Create Pipeline, and required. The pipeline’s name. |
| Limit | Only in Get Pipelines with All. The maximum number of pipelines to fetch. Default: 10. |
Operations
| Operation | What it does |
|---|---|
Create Pipeline | Creates a new pipeline. |
Get Pipelines | Fetches one pipeline or all of them. |
Delete Pipeline | Deletes a pipeline. |
Advanced options
| Field | What it does |
|---|---|
| Currency | Only in Create Pipeline. The default currency for the pipeline’s deals, as a three-letter code, for example EUR. Default: USD. |
Output
The Data output returns the pipeline you worked with, with its ID and name. With Get Pipelines set to All you get one item per pipeline. In Delete Pipeline it returns a confirmation with the ID.
The component can also be connected to an Agent as a tool, so the agent decides when to look up or create pipelines. See Tool Mode.
Example
A training company starts selling courses to businesses and wants to keep them apart from sales to individuals.
- Add ActiveCampaign Pipelines with
Create Pipeline, putCorporate trainingin Pipeline Title andEURin Currency. - With the ID it returns, create its stages with ActiveCampaign Stages.
Related components
- ActiveCampaign Stages: create and look up the stages of a pipeline.
- ActiveCampaign Deals: create deals inside a pipeline.