Third party integration

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How to trigger ActiveCampaign automations with a third-party integration

Introduction

Third-party integration triggers in ActiveCampaign allow you to seamlessly connect automation workflows with external applications. This feature is crucial because it enables automated responses based on events occurring in the connected applications. By utilizing these triggers, businesses can enhance their marketing efforts, engage relationships with audiences, and respond to customer interactions dynamically, streamlining processes and improving efficiency.

How to access this feature

To access third-party branded automation triggers, navigate to the **Automations** section within your ActiveCampaign account. Here, you will find triggers associated with various applications that have been integrated into your account.

To view these triggers, locate the **Select a Trigger** modal and click on **Explore More Apps**. This action will display a list of available third-party integrations that include branded triggers.

Step-by-step instructions

1. **Navigate to Automations**: Log into your ActiveCampaign account and click on the **Automations** link from the main dashboard.

2. **Open the Automation Builder**: Select an existing automation to edit or click on **Create an Automation** to start a new one.

3. **Choose a Trigger**: In the automation builder, click on **Add Trigger** to open the **Select a Trigger** modal.

4. **Select a Third-party Trigger**: Click on **Explore More Apps** to view all available third-party integrations that provide branded triggers.

5. **Enable the Integration**: If the desired integration is not already enabled, you will need to set it up first. Follow the standard setup process for the third-party application.

6. **Set the Trigger**: Once the integration is enabled, return to the **Select a Trigger** modal and choose the specific trigger that corresponds to the third-party app you wish to use.

7. **Configure the Trigger**: Depending on the type of integration, you may need to specify additional conditions or settings about what the trigger should listen for.

8. **Finish Up Your Automation**: After setting the trigger, continue building your automation by adding actions and conditions as necessary.

Configuration options and settings

When setting up third-party integration triggers, the configurations will often include options related to the specific trigger you are using. For instance, you can configure triggers to listen for specific Tags that are added when an event occurs in the connected app.

The capability of these triggers allows them to: - Listen for one or multiple specific submissions based on your requirements. - Utilize a unique tag format defined by the integration to identify the event clearly.

As a point of reference, for the integration with Calendly, the trigger name would be **Calendly meeting received**, and it listens for a tag in the format of **calendly-integration-[youreventname]**.

Best practices and tips

- **Test Your Integrations**: Always test the third-party integration triggers to ensure they are functioning as expected before rolling them out to a wider audience.

- **Keep Tags Organized**: Use a consistent naming convention when creating tags that your integrations will rely on. This will make it easier to manage and debug your automations.

- **Monitor Performance**: After implementing third-party triggers, monitor how they are performing to ensure they are capturing the intended data accurately.

- **Documentation and Support**: If you encounter any issues, consult the support documentation for both ActiveCampaign and the specific third-party integration for troubleshooting guidance.

Common use cases with examples

1. **Event Registration**: Use a third-party trigger to automatically add users to a specific automation when they register for an event through platforms like Eventbrite.

2. **Appointment Scheduling**: Integrate with Calendly to send follow-up emails after a scheduled meeting by using the **Calendly meeting received** trigger.

3. **E-commerce Notifications**: Link to e-commerce platforms to trigger order confirmation emails or follow-ups after a purchase is made.

4. **Lead Management**: Capture leads directly from web forms or CRM systems and automate follow-ups based on the submission data received.

Troubleshooting

- **Trigger Not Firing**: If your trigger isn’t working, ensure that the integration has been enabled correctly and that the corresponding tags are being added as intended.

- **Unexpected Behavior**: If the automation behaves unexpectedly, double-check the trigger settings and any conditions that may be interfering with the automation flow.

- **Check Permissions**: Ensure that the necessary permissions for accessing the third-party app are properly configured to allow for data exchanges with ActiveCampaign.

Related features

To further enhance your marketing strategies, consider exploring the following related features: - Automations: Learn about other automation capabilities within ActiveCampaign. - Integrations: Discover various other integrations available with ActiveCampaign that can provide added functionalities.

FAQ

1. What is a third-party integration trigger?

A third-party integration trigger allows ActiveCampaign to start an automation when an event occurs in an external application that has been integrated.

2. How do I set up a third-party integration trigger?

To set it up, you need to navigate to the Automations section, access the Select a Trigger modal, enable the desired integration, and choose the specific third-party trigger.

3. Can I use multiple triggers with the same automation?

Yes, you can add multiple triggers within the same automation, meaning you can respond to various events from different applications.

4. What types of events can be captured with third-party integrations?

Events such as registrations, purchases, or other specific interactions from connected apps can be captured using these triggers.

5. Why is my trigger not working?

Triggers may not work if the integration is not enabled or if the tags it listens for are not being applied correctly. Review these settings thoroughly.

6. Can I modify the action that follows a trigger?

Yes, once a trigger is configured, you can add or edit the actions that follow to automate responses accordingly.

7. Are there any limitations to using third-party triggers?

Yes, third-party triggers work only once per contact for each specific trigger event, which means careful planning is needed to avoid duplication in workflows.

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