What This Workflow Does
This automation solves the common problem of leads getting stuck in silos between your lead capture system (Proofly) and your CRM/marketing automation platform (ActiveCampaign). Without automation, valuable leads collected through Proofly forms might sit unnoticed until someone manually imports them - creating delays that hurt conversion rates.
The workflow automatically detects new leads in Proofly and instantly creates corresponding contacts in ActiveCampaign with all their collected information. This ensures your sales and marketing teams can begin nurturing leads immediately while they're most engaged.
How It Works
1. New lead detection
The workflow constantly monitors your Proofly account for new lead submissions through forms, popups, or other collection methods.
2. Data extraction
All collected lead information (name, email, phone, custom fields) is extracted from Proofly and prepared for transfer.
3. ActiveCampaign contact creation
The lead data is mapped to ActiveCampaign's contact fields and a new contact record is created automatically.
4. Optional list/tag assignment
You can configure the workflow to add contacts to specific lists or apply tags based on lead source or other criteria.
Pro tip: Add a delay step before ActiveCampaign creation to allow for lead validation or scoring if needed.
Who This Is For
This workflow is ideal for:
- Marketing teams running lead gen campaigns with Proofly
- Sales teams needing instant access to new leads
- Businesses using ActiveCampaign for email marketing and CRM
- Companies tired of manual data entry between systems
- Organizations wanting to improve lead response times
What You'll Need
- Active Proofly account with lead collection forms set up
- ActiveCampaign account with API access enabled
- Make.com account (free tier works for basic usage)
- Basic understanding of both Proofly and ActiveCampaign interfaces
Quick Setup Guide
- Click "Get This Workflow" to copy the template to your Make.com account
- Connect your Proofly account in the first module
- Connect your ActiveCampaign account in the second module
- Map Proofly fields to corresponding ActiveCampaign contact fields
- Configure any list assignments or tag applications
- Test with a real lead submission
- Turn on the scenario to go live
Key Benefits
Never miss a lead - Automatic syncing means zero leads fall through the cracks between capture and follow-up.
Faster response times - Sales teams can contact leads within minutes rather than hours or days.
Eliminate manual work - Save 5-15 minutes per lead that would otherwise be spent on data entry.
Better data accuracy - Automated transfers reduce human error in copying information between systems.
Scalable lead management - Handle hundreds or thousands of leads without additional staff time.