New deal task created
Last updated
Last updated
Select ActiveCampaign as your source app. Under “New flow” in the “Gears” menu and click “Create.”
Choose the connection you want to use after clicking the red gear. You can also create a new one. Click “Continue.”
GearPlug will check whether the connection functions properly before moving on. If it doesn’t, you won’t be able to continue setting up your Gear.
Pick “New deal task created” as your action and click “Create.” This brings up a pop-up screen asking for a new record. Head over to your ActiveCampaign and create a task in a deal.
Review the imported data to ensure everything worked properly. Then, click “OK” to finish setting up your source app.
Empty fields: Under the imported log, you’ll find a drop-down list of “Empty Fields.” Here, you’ll find fields GearPlug can import—but weren’t used in the form.
