I am in the process of changing CRMs and I had a previous Zap working where a customer tag was created in Freshworks CRM when that customer made a payment in QBO. I am not the one who created the zap but I believe that it starts with a webhook. I am now using Active Campaign CRM and would like to see if a zap can accomplish this tag creation.
Question
How do I auto-tag customers in Active Campaign when they pay in QuickBooks, like Freshworks?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Orchestrator & Solution Partner
Hi
Check out the available Zap triggers/actions for each app:
ActiveCampaign: https://zapier.com/apps/activecampaign/integrations#triggers-and-actions
QBO: https://zapier.com/apps/quickpage/integrations#triggers-and-actions
The Zappy Awards are back
We're celebrating the Zapier builders making AI transformation happen. Winners get a published story on zapier.com, a trophy, $5,000 cash, and a feature at ZapConnect. Nominate yourself or a peer by July 24th, 2026.
Log in to the Community
No account yet? Create an account
Use your Zapier credentials
Log in with ZapierEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.