Pipedrive: Create a record when a goal is achieved


What qualifies a lead?

In every industry, there are actions contacts take that let you know they are considering making a purchase. This is a great time to have your sales team step in and use their knowledge to cement the deal.

When a goal is met in this automation, ActiveCampaign's powerful integration with Pipedrive creates or updates a record in their platform with the information you have stored in ActiveCampaign.

Here's how this automation works:
1. The contact completes a goal step you configure as you like
2. The contact's record in Pipedrive is created or updated

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