When should you start tracking deals?
From the start of your contact's journey with you. Your contacts are new to you and eager to learn all they can and you are also getting valuable information during this time. Starting a dialogue between your sales team and your contact from the beginning also helps build trust, avoid friction points, and provides an overall better experience.
Using ActiveCampaign's native integration with Pipedrive, this automation creates a record when a contact subscribes to your list. This could be your main list that all contacts are on or a more specific list of qualified contacts.
Here's how this automation works:
1. The contact subscribes to your list.
2. The contact's record in Pipedrive is created or updated.