Question

Jotform to ActiveCampaign Account fields

  • 31 October 2023
  • 1 reply
  • 13 views

I have discovered the Jotforms integration with AcitiveCampaign does not allow me to create/update Account fields, only contact fields.

It appears to be possible through Zapier but can anyone help me with the logic flow to setup please? It appears to be surprisingly difficult.


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1 reply

Userlevel 3
Badge +2

@scadam 

Here are the steps you can follow:-


Trigger: New entry in Jotform or Jot Form Submission

Actions:
a) Find contact in ActiveCampaign "with email id from step 1"
b) Find Deal in AC
c) Find Account in AC "with organization name"
d) Update Account "use Account Id from previous step"


OR in another way Actions:

a) Find contact in ActiveCampaign "with email id from step 1"
b) Find Account in AC "with organization name"
c) Update Account "use Account Id from previous step"