
When this happens...
New Highlight Created
Session Ends

Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Highlight Created
runs when Session Ends
Triggers when an existing contact details are updated.
Triggers when a new deal task is added.
Triggers when a new deal note is created.
Triggers when a new contact is added to the list.
Action is the task that follows automatically within your Hedy AI integrations.
Get a session's details, including transcript, conversation and meeting minutes
Get a highlight's original quote, cleaned quote, and AI insights.
Find an existing user by its email address.
Find an existing deal task by its task title and deal id.
Find an existing deal by its title or email.
Retrieve contact details using either the contact ID or email address.
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To start, connect both your Hedy AI and ActiveCampaign accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in ActiveCampaign (or vice versa).
Absolutely. You can customize how Hedy AI data is recorded in ActiveCampaign. This includes choosing which data fields go into which fields of ActiveCampaign, setting up custom formats, and filtering out unwanted information.
The data sync between Hedy AI and ActiveCampaign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Hedy AI and ActiveCampaign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn MoreActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn More