ActiveCampaign: Create a sales pipeline and custom stages

How To Use ActiveCampaign CRM (Tutorial 2025) →

1. 0:370:48Create a sales pipeline and custom stagesCurrentShows how to set up a new visual sales pipeline, including naming, currency settings, and adding custom stages with color-coded headers.ActiveCampaign· Integrate with Shopify / store / CRM / other apps
2. 1:250:48Add and manage deals in the CRMDemonstrates creating a new deal by entering a title, value, owner, and linking it to an existing contact, then moving it between pipeline stages.ActiveCampaign· Tag & manage subscribers
3. 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.ActiveCampaign· Trigger emails from behavior / events

Integrate with Shopify / store / CRM / other apps →

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1. 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
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. 0:370:48Create a sales pipeline and custom stagesCurrentShows how to set up a new visual sales pipeline, including naming, currency settings, and adding custom stages with color-coded headers.@JustKristers
4. 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.@AutomateToThrive