Add new carrot leads to an ActiveCampaign list for automated nurturing
Each lead captured through a carrot form becomes an ActiveCampaign contact, created or updated, and is then subscribed to the list that runs your nurturing emails.
carrot
ActiveCampaign3 steps Setup ~5 min Used on 3.4k sites Free to import
What this workflow does
Real estate investors and agents using carrot sites collect motivated sellers and buyers through forms, but a lead who fills in a form today may not be ready to talk for months. This workflow hands each new carrot lead to ActiveCampaign and puts them on a list, so your follow-up emails keep in touch while they decide.
The carrot Lead Capture trigger fires when a new lead is captured through a form submission on your carrot site. FlowMattic receives the lead's details, such as name, email, phone and the answers on the form.
The lead then passes through a pair of ActiveCampaign steps. Create or Update Contact creates a new contact, or updates the existing one when ActiveCampaign already has that person. Subscribe or Unsubscribe Contact From List then subscribes the contact to a list. Because the contact exists after the first step, the list step has someone to subscribe.
Both steps ship without mapping. After import, map the carrot email, name and phone into the contact step; in the list step, map the contact from the previous step, pick your nurturing list and choose to subscribe. An ActiveCampaign automation that starts on that list sends the emails. Submit a test lead and check Task History.
Seller leads who aren't ready yet
A home-buying company adds every seller who fills in its carrot cash-offer form to a nurturing list that sends market updates and reminders over several months.
Buyer list for new property deals
An investor's carrot buyer site subscribes each new buyer lead to a deals list in ActiveCampaign, so they get the next property announcement.
Agent follow-up without manual imports
A real estate agent stops exporting carrot leads into ActiveCampaign by hand, and each lead joins the right list as soon as they submit the form.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
carrot Lead CaptureFires when a new lead is captured through a form on your carrot site. The lead's contact details and form answers are passed to ActiveCampaign.
- ActiveCampaign Create or Update Contact
Creates the carrot lead as an ActiveCampaign contact, or updates the matching contact if they already exist. Unmapped in the template: map the lead's email, name and phone.
- ActiveCampaign Subscribe or Unsubscribe Contact From List
Subscribes the contact from the previous step to your chosen ActiveCampaign list. Map that contact, pick the nurturing list and set the step to subscribe rather than unsubscribe.
What you need
- FlowMatticCore
- carrot AccountAccount
- ActiveCampaign AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Build the nurturing sequence as an ActiveCampaign automation that starts when a contact subscribes to the list, so this workflow only has to add them.
- Tag the lead by form type with ActiveCampaign's Add/Remove Tag From Contact action after the list step, if your carrot site has separate seller and buyer forms.
- Use carrot's Lead Update trigger in a second workflow if you also want changed lead details pushed into ActiveCampaign.
- Make email a required field on your carrot forms, because ActiveCampaign needs an email address to create the contact.
Questions about this workflow
What happens if the carrot lead is already in ActiveCampaign?
Create or Update Contact updates the existing contact rather than creating a second one, and the list step then subscribes that contact to your list.
Does this workflow send the nurturing emails?
No. It creates the contact and subscribes them to a list. The emails come from an ActiveCampaign automation you set to start when someone joins that list.
Which carrot leads start the workflow?
Every new lead captured through a form submission on your carrot site. To limit it to one form, put a Filter on a form field between the carrot trigger and the first ActiveCampaign step.
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Import this workflow into your WordPress site
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