ActiveCampaign: Automate task creation based on triggers

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 levelDemonstrates 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 triggersCurrentShows 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

Trigger emails from behavior / events →

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1. 2:300:52Manage deal tasks and send direct emailsWalks through adding tasks to a specific deal and sending a direct email to a contact from within the CRM interface.@JustKristers
2. 4:551:28Automate task creation based on triggersCurrentShows 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.@AutomateToThrive