Create a new deal

  1. Select ActiveCampaign as your target Plug. Click the red gear and choose your connection. You can also create a new one. Click β€œContinue.”

  1. Choose β€œCreate a new contact” as your action and the pipeline you want to use. Click β€œContinue.” This will display the action’s data template.

  1. Fill in the data template, linking target and source fields. You must fill in the required fields (marked with a red asterisk), but you can skip optional fields. Click β€œMap” once you’re done.

If you don’t want to go through each field, you may use the search bar at the top. You can also filter required and optional fields.

  1. Make sure the target app is active in the upper-right corner. Click β€œAdd a target” or β€œSave” to add another target app or save your Gear.

Make sure you turn on your Gear on the β€œGears” menu before leaving GearPlug!

Last updated