Planview AgilePlace + ActiveCampaign Integration

ActiveCampaign and Planview AgilePlace are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in ActiveCampaign, do you also create a task in Planview AgilePlace? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Planview AgilePlace to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within ActiveCampaign? Well now there is!

With our integration between ActiveCampaign and Planview AgilePlace, creating task in Planview AgilePlace is now easier than ever. Whenever a deal is created in ActiveCampaign, you can automatically create a corresponding task in Planview AgilePlace to keep your team up-to-date.