ActiveCampaign and Gmail automations

Ready-made scenarios where ActiveCampaign and Gmail work for you: pick one — a copy appears in your account and runs on its own.

71 scenarios

Deal notes from emails — into your CRM automatically
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Auto-reply to 'where's my order' with live store status
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
An invoice to the client — from one status change
Orders from a table into your store — with customer confirmation
New-lead handling: CRM entry, team alert and reminder
Weekly store sales analysis with AI
Refunds from your inbox: parse the email, check the order, answer the customer
Instant reply to a property inquiry with matched listings
Recover abandoned carts with a coupon email
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
The customer's order right inside the support ticket — no manual lookup
Store lead emails turned into CRM contacts and deals automatically
Smart auto-replies to routine emails
Deal-matched materials — sent automatically by CRM stage
Site status alerts with a screenshot — to your messenger
Client onboarding from a single form: folder, contact, channel, tasks
Upsell signals from support tickets
Requests routed to the right team — sorted automatically
Properties with owner contacts — daily to your CRM and email
Contract renewal reminders: an email to the client, a task for the rep
Low-stock warnings based on real sales velocity
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
Re-engage stalled leads with a ready-made email
Stockout forecasts and automatic supplier emails
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Blog articles from store products — a draft for each
CRM deals synced to a sheet, with a daily email summary
Review sentiment analysis and an AI report to your inbox
Meeting prep that arrives on its own — contact, deals, company and talking points
A competitor cheat sheet right in the ActiveCampaign deal card
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Low-stock monitoring for your store, with priority alerts
Invoices from email into accounting, with approval
Order questions answered on their own
Tell customers their bug is fixed — the moment the issue closes
A satisfaction survey after every deal, with replies sorted
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Consolidating revenue from every till and prepping filings
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
Ecommerce support that answers from your own policies and catalog
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
Abandoned-cart recovery — email, SMS and a discount in sequence
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses