Connect Klipfolio and ActiveCampaign
Integrate Klipfolio with ActiveCampaign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when Updated Contact in ActiveCampaign
Delete User from Group in Klipfolio when Updated Contact in ActiveCampaign
Reset Password operation in Klipfolio when Updated Contact in ActiveCampaign
Resend Invitation in Klipfolio when Updated Contact in ActiveCampaign
Create/Update User Properties in Klipfolio when Updated Contact in ActiveCampaign
Popular Klipfolio + ActiveCampaign flows
Start from a real workflow other teams are already running.
Add User to Group in Klipfolio when Updated Contact in ActiveCampaign
Use this flowDelete User from Group in Klipfolio when Updated Contact in ActiveCampaign
Use this flowReset Password operation in Klipfolio when Updated Contact in ActiveCampaign
Use this flowResend Invitation in Klipfolio when Updated Contact in ActiveCampaign
Use this flowCreate/Update User Properties in Klipfolio when Updated Contact in ActiveCampaign
Use this flowDelete User Properties in Klipfolio when Updated Contact in ActiveCampaign
Use this flowAssign User to Role in Klipfolio when Updated Contact in ActiveCampaign
Use this flowRemove User from Role in Klipfolio when Updated Contact in ActiveCampaign
Use this flowDelete User Tab Instance in Klipfolio when Updated Contact in ActiveCampaign
Use this flowAdd a user to the role in Klipfolio when Updated Contact in ActiveCampaign
Use this flowSupported Triggers & Actions
Everything you can automate between Klipfolio and ActiveCampaign.
When this happensTriggers
A trigger is an event that starts a workflow.
Updated Contact
Triggers when an existing contact details are updated.
New Deal Task
Triggers when a new deal task is added.
New Deal Note
Triggers when a new deal note is created.
New Contact Added to List
Triggers when a new contact is added to the list.
New Campaign Open
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
New Campaign Starts Sending
Triggers when a new campaign starts sending.
Do thisActions
Action is the task that follows automatically within your Klipfolio integrations.
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
Reset Password operation
Resend the invitation email to a new user.
Resend Invitation
Resend the invitation email to a new user.
Create/Update User Properties
Create/Update User Properties .
Delete User Properties
Delete User Properties.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn more
About ActiveCampaign
ActiveCampaign 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Klipfolio and ActiveCampaign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Klipfolio and ActiveCampaign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ActiveCampaign. No coding required.
Yes. You can set up a workflow where Klipfolio triggers actions in ActiveCampaign, and a separate workflow where ActiveCampaign triggers actions in Klipfolio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Klipfolio and ActiveCampaign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Klipfolio and ActiveCampaign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
