ActiveCampaign + CloudYa Integration

Integrate ActiveCampaign to CloudYa in one click, or tell Integrately AI how you want each contact handled. Create clients automatically, sync account details, update your records, and trigger follow-ups without manual data entry.

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1.
  • ActiveCampaign
    Tag is added to contact in ActiveCampaign Instant
  • ActiveCampaign
    Contact is added to list in ActiveCampaign Instant
  • ActiveCampaign
    Contact is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is updated in ActiveCampaign Instant
  • ActiveCampaign
    Contact task is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is unsubscribed in ActiveCampaign Instant
  • ActiveCampaign
    Contact note is created in ActiveCampaign Instant
  • ActiveCampaign
    Automation webhook data is received in ActiveCampaign Instant
  • ActiveCampaign
    Contact is associated with an automation in ActiveCampaign
  • ActiveCampaign
    Automation is created in ActiveCampaign
  • ActiveCampaign
    Calendar feed is created in ActiveCampaign
  • ActiveCampaign
    Pipeline is created in ActiveCampaign Instant
  • ActiveCampaign
    Pipeline stage is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is updated in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is completed in ActiveCampaign Instant
  • ActiveCampaign
    Deal note is created in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is initated in ActiveCampaign Instant
  • ActiveCampaign
    Campaign link is clicked in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is opened in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is bounced in ActiveCampaign Instant
  • ActiveCampaign
    List is created in ActiveCampaign Instant
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2.
  • ActiveCampaign
    Delete contact in ActiveCampaign
  • ActiveCampaign
    Create or update contact in ActiveCampaign
  • ActiveCampaign
    Search contact in ActiveCampaign
  • ActiveCampaign
    Create contact note in ActiveCampaign
  • ActiveCampaign
    Add tag to contact in ActiveCampaign
  • ActiveCampaign
    Get contact by id in ActiveCampaign
  • ActiveCampaign
    Remove tag from contact in ActiveCampaign
  • ActiveCampaign
    Create deal in ActiveCampaign
  • ActiveCampaign
    Update deal in ActiveCampaign
  • ActiveCampaign
    Create deal task in ActiveCampaign
  • ActiveCampaign
    Delete deal in ActiveCampaign
  • ActiveCampaign
    Search deal in ActiveCampaign
  • ActiveCampaign
    Create deal note in ActiveCampaign
  • ActiveCampaign
    Add contact to automation in ActiveCampaign
  • ActiveCampaign
    Subscribe/Unsubscribe contact from list in ActiveCampaign
  • ActiveCampaign
    Create tracked event in ActiveCampaign
  • ActiveCampaign
    Create deal stage in ActiveCampaign
  • ActiveCampaign
    Search deal owner in ActiveCampaign
  • ActiveCampaign
    Delete deal stage in ActiveCampaign
  • ActiveCampaign
    Delete deal pipeline in ActiveCampaign
  • ActiveCampaign
    Create account in ActiveCampaign
  • ActiveCampaign
    Update account in ActiveCampaign
  • ActiveCampaign
    Search account in ActiveCampaign
  • ActiveCampaign
    Create tag in ActiveCampaign
  • ActiveCampaign
    Search tag in ActiveCampaign
  • ActiveCampaign
    Create campaign in ActiveCampaign
  • ActiveCampaign
    Search list in ActiveCampaign
  • CloudYa
    Create client in CloudYa

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Ready Workflows Ready Workflows for ActiveCampaign + CloudYa Integration

Capture new contacts, create corresponding clients in CloudYa, update account records, sync contact data, and streamline your operations, all in just one click.

Most popular automationmost-popular-automations
ActiveCampaign + CloudYa Integration

Create CloudYa client for new ActiveCampaign contact

In order to keep your accounting and customer records in sync, when you create a contact in ActiveCampaign, this automation will automatically create a client in CloudYa.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with ActiveCampaign and CloudYa!
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Connect more apps to your ActiveCampaign + CloudYa flow

Capture new entries, sync financial records, notify team channels, and manage follow-ups across your entire stack. Pick a combination and activate it in one click.

ActiveCampaign
CloudYa
+
ShopifyShopify (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
StripeStripe (4)
A
C
S
When a contact is created in ActiveCampaign, create a client in CloudYa and add a customer in Shopify
New ActiveCampaign contacts immediately generate a client in CloudYa and a customer record in Shopify, eliminating manual data entry across platforms.
S
C
A
When a Shopify order is paid, create a client in CloudYa and add a tag to the contact in ActiveCampaign
Paid Shopify orders trigger a client creation in CloudYa and update your marketing lists in ActiveCampaign automatically.
S
A
C
If a Shopify order is cancelled, update the deal in ActiveCampaign and create a client record in CloudYa
Cancelled store orders update your ActiveCampaign deal pipeline and ensure CloudYa reflects the correct client status.
S
C
A
Use Claude to summarise new Shopify store feedback, create a client in CloudYa, and add a contact note in ActiveCampaign
AI analyses store feedback from Shopify, creates the client in CloudYa, and logs important notes directly in ActiveCampaign.

Supported triggers and actions for ActiveCampaign and CloudYa

Mix and match to build the exact automation you need

ActiveCampaign
ActiveCampaign Triggers & Actions
Instant
Tag is added to contact in ActiveCampaign
Triggers the automation when a tag is added
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Instant
Contact is added to list in ActiveCampaign
Triggers the automation when a contact is added to a list
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Instant
Contact is created in ActiveCampaign
Triggers the automation when a new contact is created
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Instant
Contact is updated in ActiveCampaign
Triggers the automation when a contact is updated
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Instant
Contact task is created in ActiveCampaign
Triggers the automation when a task is created for any contact
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Instant
Contact is unsubscribed in ActiveCampaign
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Contact note is created in ActiveCampaign
Triggers the automation when a note is added to any contact
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Instant
Automation webhook data is received in ActiveCampaign
Triggers the automation when webhook data is received
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Contact is associated with an automation in ActiveCampaign
Triggers the automation when a contact is associated with a particular automation
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Automation is created in ActiveCampaign
Triggers the automation when a new automation flow is created
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Calendar feed is created in ActiveCampaign
Triggers the automation when a new event is added to a calendar feed
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Instant
Pipeline is created in ActiveCampaign
Triggers the automation when a new pipeline is created
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Instant
Pipeline stage is created in ActiveCampaign
Triggers the automation when a pipeline stage is changed
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Instant
Deal is created in ActiveCampaign
Triggers the automation when a deal is created
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Instant
Deal is updated in ActiveCampaign
Triggers the automation when a deal is updated
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Instant
Deal task is created in ActiveCampaign
Triggers the automation when a deal task is created
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Instant
Deal task is completed in ActiveCampaign
Triggers the automation when a deal task is completed
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Instant
Deal note is created in ActiveCampaign
Triggers the automation when a deal note is created
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Instant
Campaign is initated in ActiveCampaign
Triggers the automation when a particular campaign is started
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Instant
Campaign link is clicked in ActiveCampaign
Triggers the automation when any campaign link is clicked
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Instant
Campaign is opened in ActiveCampaign
Triggers the automation when any campaign is opened
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Instant
Campaign is bounced in ActiveCampaign
Triggers the automation when a campaign is marked as bounced
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Instant
List is created in ActiveCampaign
Triggers the automation when a new list is created
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Delete contact in ActiveCampaign
Removes a contact from the address book
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Create or update contact in ActiveCampaign
Adds or update contact information
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Search contact in ActiveCampaign
Finds and retrieves contact information
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Create contact note in ActiveCampaign
Records important details and notes for a contact
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Add tag to contact in ActiveCampaign
Adds particular tag to a contact in the crm
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Get contact by id in ActiveCampaign
Retrieves a contact's information based on their id
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Remove tag from contact in ActiveCampaign
Untag the contact
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Create deal in ActiveCampaign
Generates a new deal with
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Update deal in ActiveCampaign
Updates deal information based on new criteria or changes
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Create deal task in ActiveCampaign
Creates and link a new task for a particular deal
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Delete deal in ActiveCampaign
Removes a deal entry from the system
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Search deal in ActiveCampaign
Retrieves and find a deal
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Create deal note in ActiveCampaign
Adds a note to a deal
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Add contact to automation in ActiveCampaign
Adds a contact to a automation workflow
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Subscribe/Unsubscribe contact from list in ActiveCampaign
Subscribes or unsubscribes a contact from a list
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Create tracked event in ActiveCampaign
Creates a new tracked event
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Create deal stage in ActiveCampaign
Creates a new deal stage
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Search deal owner in ActiveCampaign
Scan and retrieve the owner of a particular deal
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Delete deal stage in ActiveCampaign
Removes a deal stage from the system
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Delete deal pipeline in ActiveCampaign
Removes a deal pipeline from the system
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Create account in ActiveCampaign
Generates a new account
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Update account in ActiveCampaign
Updates account information
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Search account in ActiveCampaign
Searches for account information
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Create tag in ActiveCampaign
Generates a new tag
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Search tag in ActiveCampaign
Searches for a tag
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Create campaign in ActiveCampaign
Generates and launch a new marketing campaign
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Search list in ActiveCampaign
Scans and retrieves results for a particular list
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CloudYa
CloudYa Triggers & Actions
No trigger is available
Create client in CloudYa
Add a new client to the system
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What can you automate with ActiveCampaign + CloudYa?

Streamline your marketing and ERP operations by connecting every contact, deal, and client record automatically.

What you can automate?
🎯
Create CloudYa clients from ActiveCampaign contacts
Automatically generate a new client in CloudYa the moment a contact is created in ActiveCampaign, eliminating manual data entry between your marketing and ERP systems.
📋
Capture every submitted contact detail
Map all available contact fields from ActiveCampaign into CloudYa instead of just names and emails, ensuring your financial platform holds complete records.
🔔
Notify team channels instantly
Send automated alerts to your sales or finance team in Slack or Gmail whenever a new ActiveCampaign contact generates a client in CloudYa.
🔀
Route records based on submitted fields
Trigger different workflows or tag contacts based on specific criteria submitted in ActiveCampaign before creating the client in CloudYa.
🔄
Keep records updated across platforms
Automatically update existing client details in CloudYa whenever contact information or deal stages change in ActiveCampaign.
🚫
Prevent duplicate client entries
Search existing records before creating new accounts to ensure your CloudYa database remains clean and free of duplicate client profiles.
📉
Handle deal stage and status updates
Synchronise deal completions, cancellations, or updates from ActiveCampaign to ensure CloudYa always reflects your current pipeline status.
📈
Extend your workflow with Google Sheets
Log every ActiveCampaign contact and CloudYa client creation in Google Sheets simultaneously to maintain an accessible master record.
And much more...

Who is ActiveCampaign + CloudYa integration for?

Connecting ActiveCampaign and CloudYa eliminates manual data transfers between marketing automation and financial operations for growing businesses.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Billing specialists
Billing specialists
Data administrators
Data administrators
📈
Performance marketers
You're running campaigns across multiple channels but your financial reports only update when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact creates a client instantly and your data stays current.
Sales representatives
You need to follow up with inbound leads immediately, but you find out about new deals only after checking accounting spreadsheets hours later — automating both apps means every contact generates a client profile instantly and your sales outreach begins on time.
📊
Account managers
You answer to management who want to see real-time onboarding progress, but client records are trapped in separate marketing and ERP silos — connecting these apps means every new deal creates a structured client entry and reporting stays accurate.
🔄
Operations teams
The volume of inbound contacts is too high for anyone to keep up by hand, leading to missed client profiles and billing delays — this integration means every marketing contact automatically populates your financial platform without manual entry errors.
💼
Billing specialists
You own the invoicing step and depend on marketing to hand over contact details, but manual handoffs always introduce delays — automating both apps means every deal creates a verified client record in your ERP the moment it is closed.
📁
Data administrators
You need a reliable history of customer interactions and keep finding gaps where marketing contacts failed to reach accounting software — with this integration, every contact and deal record syncs perfectly across platforms.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate ActiveCampaign + CloudYa

Build and manage your ActiveCampaign + CloudYa automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ActiveCampaign + CloudYa with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ActiveCampaign to CloudYa?
Frequently Asked Questions
You can connect ActiveCampaign to CloudYa in 1 click using ready-made templates on Integrately or ask Integrately AI to build the automation and map the fields for you. Connect your accounts and start syncing data instantly.
Can I automatically create a CloudYa client when a new contact is added in ActiveCampaign?
Frequently Asked Questions
Can I connect ActiveCampaign, CloudYa, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ActiveCampaign and CloudYa?
Frequently Asked Questions
How are contact fields transferred from ActiveCampaign to CloudYa?
Frequently Asked Questions
Can I sync deal updates from ActiveCampaign to CloudYa?
Frequently Asked Questions
Do I need coding skills to automate ActiveCampaign and CloudYa?
Frequently Asked Questions
Is the ActiveCampaign and CloudYa integration free?
Frequently Asked Questions
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You Can Also Connect ActiveCampaign or CloudYa With 1500+ Other Apps

ActiveCampaign
Popular ActiveCampaign Integrations
Connect ActiveCampaign to marketing tools, CRMs, and email platforms to scale your lead generation and nurturing.
CloudYa
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Sync CloudYa with payment processors, reporting tools, and project management apps to streamline financial operations.
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