ActiveCampaign: Manage deal tasks and send direct emails

How To Use ActiveCampaign CRM (Tutorial 2025) →

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.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 emailsCurrentWalks 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

Trigger emails from behavior / events →

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1. 2:300:52Manage deal tasks and send direct emailsCurrentWalks 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 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.@AutomateToThrive