Create a contact in ActiveCampaign when a record matching specific conditions is added to Airtable

■Overview

Do you manually add customer information managed in Airtable to ActiveCampaign? Transferring only the data that meets specific conditions is not only time-consuming but can also lead to input errors and omissions. With this workflow, you can seamlessly connect Airtable and ActiveCampaign and automatically create a contact in ActiveCampaign whenever a record that meets specific conditions is added.

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■Recommended for

• Those who use Airtable and ActiveCampaign for customer management and marketing activities
• Those who manually transfer information from Airtable to ActiveCampaign and want to automate the process
• Those who want to prevent errors when transferring customer data and manage lists more efficiently

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■Benefits of using this template

• Creating a contact in ActiveCampaign is automated whenever a record is added to Airtable, helping you reduce the time previously spent on manual work.
• By eliminating manual data transfer, you can reduce the risk of human errors such as incorrect entries and missed registrations.

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■Flow

1. First, connect Airtable and ActiveCampaign to Yoom.
2. Next, select Airtable as the trigger and set the action to “When a record is added.”
3. Then, configure the “Branch” operation so that subsequent steps run only when specific conditions are met.
4. Finally, set the “Create a contact” action for ActiveCampaign and create a contact based on the information retrieved from Airtable.

* “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger runs.

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■Customization options

• In the Airtable trigger settings, specify the base ID, table ID, and field name where the record creation date and time is stored.
• With the Branch feature, you can set custom conditions for creating contacts in ActiveCampaign. For example, you can configure the workflow to transfer only records with a specific status.

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■Notes

• Connect both Airtable and ActiveCampaign to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Airtable outputs can be retrieved using JSONPath. For details, see this guide.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured flow bot operations will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.