ActiveTrail and Salesflare

How to connect ActiveTrail

When contact Added to Group in ActiveTrail, find or create contact in Salesflare.
When contact Added via Landing Page in ActiveTrail, find or create contact in Salesflare.
When contact Added via Signup Form in ActiveTrail, find or create contact in Salesflare.
When contact Updated in ActiveTrail, find or create contact in Salesflare.

ActiveTrail is a marketing automation platform designed to help you maintain active relationships with customers, prospects, and user communities.

Start a workflow when this happens

Contact Added to Group — Triggers when a contact is added to a group (any group).
Contact Added via Landing Page — Triggers when a contact is added via a landing page.
Contact Added via Signup Form — Triggers when a contact is added via a signup form.
Contact Removed From Group — Triggers when a contact is removed from a group (any group).
Contact Unsubscribed — Triggers when a contact unsubscribes from receiving further emails.

Show 1 more triggers

Contact Updated — Triggers when a contact record in ActiveTrail is updated via the API (status or details).

Things Salesflare can make it do

Add Contact to Group — Add a new or an existing contact to a specific group (The new contact will be created if not already exists).
Add a Contact to a Group (External ID) — Allows you to add a contact to a group in accounts with external ID
Create External Identifier — This allows you to add an external ID and Name to an existing contact
Create/Update Contact — Creates a new contact or updates a contact if a contact already exists.
Find Contact (External ID) — Find a contact in accounts with External ID identifier

Show 6 more actions

Import Customer (External ID) — Create new customers on accounts with External ID
Remove Contact From Group — Removes a contact (passed as a parameter via the API) from a specific group (specified by the creator of the Zap).
Remove Contact From a Group (External ID) — Allows you to remove a contact from a group in accounts with External ID
Send SMS (External ID) — Send SMS messages in account with External ID
Send SMS Message — Send an operational SMS message to a mobile phone number. Notice that not all countries are supported.
Update Contact (External ID) — Allows updating a contact on accounts with external ID

Look up existing records

Start a workflow when this happens

Watch campaigns — Trigger an operation once a new campaign is added to the account
Watch for Automation step — Triggers when a contact moves a step inside an automation.
Watch for Contact added to a group — Triggers when a Contact is added to a group.
Watch for Contact unsubscribed — Triggers when a Contact unsubscribes.

Things Salesflare can make it do

Add Contact to Mailing List (ExternalID) — Adds one or more contacts to a specific group using externalId and externalName. Limited to 1000 contacts.
Add a member to a group — Update a member or create a new member in a group and send a campaign if provided.
Create/Update contact — Creates a new contact or updates an existing contact.
Delete a contact — Removes a contact.
Get Contact (ExternalID) — Creates a new contact in ActiveTrail using the POST /external/import endpoint.\n

Show 8 more actions

Get a contact — Gets a contact.
Import Contact Contacts (ExternalID) — Import up to 1000 contacts into a group (and optionally mailing list)
Remove Contact from Group (ExternalID) — Removes one or more contacts from a specific group using externalId and externalName.
Remove a member from a group — Removes a member from a group.
Send Operational Email (ExternalID) — Creates and sends an operational email to a list of external contacts using dynamic key-value placeholders.
Send Operational SMS (ExternalID) — Creates and sends an operational SMS campaign to external contacts.
Send SMS — Send a text message (SMS) to a contact.
Update Contact (ExternalID) — Update an existing contact by externalId and externalName.

Look up existing records

Add Contact to Group (ExternalID) — Get a contact by external ID and external name. Returns empty response if not found.
Get Contact by Email/SMS (ExternalID) — Get contacts filtered by Email and/or SMS
List contacts — Gets a list of contacts.
List groups — Select a specific group in your account