ActiveCampaign: Create a task on a deal level

All demos from “How to Use ActiveCampaign Tasks to Boost Sales & Close Deals”

1. 1:141:26Manage and filter sales tasksShows how to navigate the task list, filter by task type (calls, emails), and identify overdue items to prioritize daily sales activities.ActiveCampaign· Tag & manage subscribers
2. 2:401:24Create a task at the contact levelWalks through adding a manual task to a specific contact, including setting task types (call, email, meeting), adding descriptions, and setting reminders.ActiveCampaign· Tag & manage subscribers
3. 4:040:51Create a task on a deal levelCurrentDemonstrates how to associate a task with a specific sales deal or opportunity, such as preparing a proposal for review.ActiveCampaign· Integrate with Shopify / store / CRM / other apps
4. 4:551:28Automate task creation based on triggersShows how to build an automation that automatically creates and assigns a task when a specific tag (e.g., 'VIP deal') is added to a contact.ActiveCampaign· Trigger emails from behavior / events
5. Watch “How to Use ActiveCampaign Tasks to Boost Sales & Close Deals” →

Integrate with Shopify / store / CRM / other apps

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1. 0:370:48Create a sales pipeline and custom stagesShows how to set up a new visual sales pipeline, including naming, currency settings, and adding custom stages with color-coded headers.Just Kristers
2. 1:301:05Connect Claude to ActiveCampaign via MCPStep-by-step walkthrough of locating the MCP URL in ActiveCampaign developer settings and connecting it within the Claude interface.ActiveCampaign
3. 4:040:51Create a task on a deal levelCurrentDemonstrates how to associate a task with a specific sales deal or opportunity, such as preparing a proposal for review.Automate To Thrive
4. 0:440:52Connect ActiveCampaign to ShopifyThe video demonstrates navigating to the integrations settings, selecting Shopify, and authorizing the connection to sync contact and order data.EmailTooltester