
When this happens...
New Lead
New Contact
Edit Lead

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.
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
Triggers when a contact is added in Togile and returns the contact details.
Update an existing lead's details in Togile CRM.
Triggers when an existing contact details are updated.
Triggers when a new deal task is added.
Triggers when a new deal note is created.
Action is the task that follows automatically within your Togile integrations.
Create a new lead from contact details with optional email, phone, source, and custom fields.
Creates a new company in Togile CRM.
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Finds products and services that match the provided name.
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.

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To start, connect both your Togile and ActiveCampaign accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in ActiveCampaign (or vice versa).
Absolutely. You can customize how Togile 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 Togile 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 Togile 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.
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
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.
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