Pre-fill from ActiveCampaign CRM Records

Pre-fill from ActiveCampaign CRM Records

Remove problems related to manual data input and guarantee precision and responsibility of information. Instantly convey data from your ActiveCampaign records to your documents using the Pre-fill from ActiveCampaign CRM Records Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Pre-fill from ActiveCampaign CRM Records does
The Bot transfers data from ActiveCampaign records to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from ActiveCampaign CRM Records
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from your ActiveCampaign records.
Export Custom Values to Pre-fill from ActiveCampaign CRM Records

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, connect to your ActiveCampaign account. Then, select the document you want to populate and connect the columns in your database table to the document fields.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
Get your document pre-filled with data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from your ActiveCampaign records.
Pre-fill from ActiveCampaign CRM Records

Install the Pre-fill from ActiveCampaign CRM Records to automate your document workflows

Start for free

Speed up repetitive activities without a single line of write code

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Employ Pre-fill from ActiveCampaign CRM Records Bot
Start a new Flow and transfer forms or create templates right in the system to activate the Bots option. Find a needed software robot from the list.
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Set it up
Open the Bot adjustment menu. Complete all the required fields to customize general and advanced options. Don’t forget about determining activation circumstances in order to avoid false activations (you can include several circumstances).
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Figure out how it operates
Execute the workflow and discover the results. Ensure the software robots are working correctly. If something fails, check the Bots log to fix the errors and execute your Flow once more.