Automating ActiveCampaign & Pipedrive

By Rich Peterson on June 16, 2020

Question: I really need help with Active Campaign to:

1. Set up properly from start
2. Set up all the appropriate tags and fields
3. Set up automations
4. Provide training of how to use going forward

I also need advice on how to best use the Pipedrive account that we have set up and put in place automations. What would you recommend?

Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.

activecampaign pipedrive

Posted in 🤔 Advice.

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.

Related Posts

Should I use Notion for task management?

What is the best project management tool that allows client access?

Typeform Expert Review

Asana structure for my digital agency