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Question

How do I auto-tag customers in Active Campaign when they pay in QuickBooks, like Freshworks?

  • January 31, 2024
  • 1 reply
  • 25 views

Brian T

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.  

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 31, 2024