Bring eligible campaign contacts into Close
Collect the contacts ready for sales review and create organized Close leads from the details available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Founders can lose time importing contacts one at a time or bringing in records that are not ready for sales.
- Apply a clear intake rule before creating a lead.
- Reduce manual copying of company and contact details.
- Report incomplete records for review rather than filling gaps by guesswork.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Close once in the Notis portal.
- 2Create an automation and describe which contacts qualify for Close intake.
- 3Tell Notis to create a Close lead for each eligible contact using available company and contact details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real eligible contact and check the created lead.
Questions about this workflow
Will this copy every ActiveCampaign contact?
No. Define the intake criteria in the instruction and have Notis report contacts that do not meet them or lack necessary details.
How are duplicate leads handled?
Include a matching rule based on identifiers available in the connected data and ask Notis to check before creating. If no reliable identifier is available, have it report the contact for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Close. A trigger fires from one place; an action lands in another.
Active campaign triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Active campaign and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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