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Deal-to-invoice automation
The moment a deal in ActiveCampaign's CRM hits closed-won, the matching invoice gets created in accounting automatically, with the right pricing and terms.
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ActiveCampaign
ActiveCampaign automations driven by what customers are actually doing.
ActiveCampaign combines email marketing, marketing automation, and a built-in CRM in one platform, letting you build multi-step automations off email behavior, form submissions, and deal stage changes. We connect it to the order, support, and operations data it doesn't see on its own, so its automations trigger off a real event in your business, not just an email open.
Automations trigger off email activity, not off real events in orders, support and operations.
Got a ActiveCampaign problem? Let's solve it →What we build on top of ActiveCampaign
ActiveCampaign's built-in CRM tracks deals and pipeline stages well enough that plenty of small sales teams skip a separate CRM entirely. The moment a deal closes, though, someone usually still has to create the invoice in accounting by hand. We build the trigger that fires the moment a deal hits closed-won, so the invoice goes out automatically with the right line items and terms.
ActiveCampaign has native integrations for some e-commerce platforms, but plenty of stores run checkouts, subscription tools, or order systems outside that list. We connect those directly, so a purchase, a renewal, or a cancellation can kick off the right automation without waiting on a native connector that doesn't exist for your setup.
ActiveCampaign's API is solid, which is exactly why most of what we build doesn't need to wait on a native integration. If your business tracks something ActiveCampaign's standard contact and deal fields don't have a place for, usage data, a support tier, a custom pricing agreement, we map it in through the API so your automations can actually act on it.
Support tickets closing, onboarding steps completing, renewal dates approaching: any of these can trigger an ActiveCampaign automation instead of staying a manual follow-up someone has to remember to send.
What we've built on top of ActiveCampaign
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Automations triggered from outside ActiveCampaign
An order from a storefront ActiveCampaign doesn't natively support, or a support ticket resolving, can fire the right automation without a manual nudge.
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What should be triggering an ActiveCampaign automation and isn't?
Tell us what's still a manual follow-up that should be running itself.
What this looks like in practice
Home Services Franchise
ActiveCampaign CRM for leads, QuickBooks for billing.
The problemA deal closes in ActiveCampaign and someone builds the invoice by hand, sometimes with the wrong pricing.
Closed-won creates the QuickBooks invoice automatically with the right pricing and terms. Billing starts the day the deal does.
More on ActiveCampaign
What we build on top of specific parts of ActiveCampaign.
Let's talk
Running ActiveCampaign and still copying deal or order data in by hand?
Tell us what's not making it into ActiveCampaign automatically, a closed deal, a support resolution, an order from a system it doesn't natively support. We build the connection that gets it there. And if ActiveCampaign isn't actually where your manual work is piling up, that's fine too, the same question applies to anything else running your business.
Let's talk →Questions people ask
What is ActiveCampaign?
ActiveCampaign is a platform that combines email marketing, marketing automation, and a built-in CRM. Businesses use it to run email campaigns, build multi-step automations off contact behavior, and track deals through a sales pipeline, without stitching together separate tools for each.
Is ActiveCampaign a CRM?
It has a real, usable CRM built in: deals, pipeline stages, contact records. For a smaller sales team that doesn't need a heavyweight dedicated CRM, it can genuinely replace one. It's still built marketing-first, though, so a sales team with complex pipeline needs usually outgrows it faster than its email and automation side.
How much does ActiveCampaign cost?
Pricing scales by contact count and tier, with the CRM and more advanced automation features gated behind the higher tiers. Current numbers change often enough that activecampaign.com/pricing is the only source worth trusting. We don't sell ActiveCampaign; we build automation on top of whichever tier you're running.
Does ActiveCampaign have an API?
Yes, a full REST API covering contacts, deals, automations, and custom fields. It's well documented, which is exactly why most custom integration work with ActiveCampaign doesn't need to wait on a native connector to exist.
Is ActiveCampaign better than Mailchimp?
Different shape of tool: ActiveCampaign goes deeper on automation logic and includes a real CRM, Mailchimp leans simpler with campaign sending as the core and automation layered on top. We go through the real differences here →
Should I switch away from ActiveCampaign?
That's not a question we have a stake in either way, since we don't sell ActiveCampaign or any alternative to it. What we see more often than a genuine platform problem is automations that only cover what ActiveCampaign can see on its own. Before switching, it's worth checking whether the real gap is actually a missing data connection, something a new platform usually won't fix either.
What does ActiveCampaign integrate with?
ActiveCampaign has a large marketplace of native integrations covering common CRMs, e-commerce platforms, and forms. Anything outside that list, or any case where the native connection doesn't carry the specific data your automations need, is custom integration work, which is what we build.