Challenge
Our client’s marketing campaign attracted hundreds of leads per day to their ActiveCampaign landing page.
These leads needed to be fed into their sales pipeline, managed in monday.com.
Further:
- Leads needed to be classified based on the product(s) of interest.
- Existing contacts in monday.com had to be found and updated to avoid duplicates.
- Leads from other campaigns running in ActiveCampaign needed to be ignored.
The client had made several attempts to solve these challenges but had been unable to get the results they needed.
Implementation
We connected Make to ActiveCampaign using webhooks. Our single Make scenario ran whenever a contact was added or updated in ActiveCampaign. This was an intentional decision: having a single integration to handle all use cases makes the connection far more robust.
The Make scenario includes several important steps:
- Filtering out data from other campaigns.
- Setting the monday.com product of interest based on the lead source.
- Formatting the phone number provided as free text in ActiveCampaign into the specific formats required by monday.com, avoiding data exceptions.
- Searching monday.com for existing contacts and then either creating or updating a contact with the new data.
Our Make scenarios (just like our Zapier integrations) are designed to use as few tasks as possible, ensuring best value for you.
Results
This integration ran successfully many thousands of times during the course of this marketing campaign.
The sales team were able to maximise their success by having accurate and complete data in monday.com in near real-time.
Without this integration, it would not have been possible to run a campaign at this scale.
