QuoteWerks + Active Campaign Integrations, Built by an AI Agent
Put QuoteWerks + Active Campaign to work with AI and enterprise-grade automation
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Workflows you can build between QuoteWerks and Active Campaign
See the kind of workflows teams build with QuoteWerks and Active Campaign below — describe the exact one you want above and the Agent builds it on demand.
QuoteWerks + Active Campaign
When a product search is performed in QuoteWerks, sync product details to ActiveCampaign.
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Enroll new CRM leads in marketing campaigns
When a new lead is created in QuoteWerks, automatically add them to an onboarding campaign in Active Campaign so they receive relevant marketing materials instantly.
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Create sales contacts from marketing leads
When a new lead is captured in Active Campaign, automatically create a matching contact record in QuoteWerks so your sales team can begin outreach.
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Tag active deals for targeted messaging
When a deal stage changes in QuoteWerks, automatically apply a strategic tag to the contact in Active Campaign to trigger tailored follow-up messages.
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Browse the full workflow library →
Looking to achieve something else with QuoteWerks and Active Campaign?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for QuoteWerks and Active Campaign
Everything QuoteWerks and Active Campaign can do inside a workflow — the triggers that start one and the actions that run when it fires.
QuoteWerks Explore QuoteWerks →
A sales quoting and proposal software that enables companies to create accurate sales quotes, manage product catalogs, and track proposals.
TriggersTriggers when a QuoteWerks user (with their CRM set to Zapier) clicks Search in the SoldTo/ShipTo/BillTo contact lookup. Your Zap should search your CRM for the requested term, then end with the "Respond to QuoteWerks Intent" action so QWW can populate the contact grid. QWW will time out after 30 seconds.
Triggers when QuoteWerks needs the current values of a linked CRM opportunity to pre-fill the Create/Update Opportunity dialog. Your Zap should run a "Find Deal/Opportunity by ID" step using the trigger's Existing Opportunity ID, then end with the "Respond to QuoteWerks Opportunity Fetch" action. Picklists (Stages, Owners, etc.) are fetched separately via the "Opportunity Form Init Requested" trigger — don't bundle them here.
Triggers when QuoteWerks needs to populate the Create/Update Opportunity dialog's dropdowns from your CRM. Your Zap should fetch the picklists you want to expose (Pipelines, Stages, Owners, Deal Types, Forecasts — any subset) and end with the "Respond to QuoteWerks Opportunity Init" action. Any list you omit stays free-text in QuoteWerks. QWW will time out after 30 seconds and fall back to free-text.
Triggers when a QuoteWerks user (with their CRM set to Zapier) saves a quote with the "Create/Update Opportunity" checkbox enabled. Your Zap should create the opportunity in your CRM (or update it if existingOpportunityId is populated), then end with the "Respond to QuoteWerks Opportunity Upsert" action so QWW can store the resulting opportunity ID on the document. QWW will time out after 30 seconds.
Triggers when a QuoteWerks user runs a product search against a Zapier-backed catalog data source. Your Zap should query your catalog for the requested terms, then end with the "Respond to QuoteWerks Product Search" action so QWW can populate the product results grid. QWW will time out after 30 seconds. Each Zap is tied to ONE QuoteWerks data source row via its Data Source ID (paste it from Setup → Product Data Sources in QuoteWerks).
Triggers when a document is converted (e.g., Quote to Order) in QuoteWerks.
Adds a line item (DocumentItem) to an existing quote in QuoteWerks.
Creates a new quote (DocumentHeader) in QuoteWerks.
Sends a list of contacts back to a QuoteWerks user who is waiting on a contact search. Use this in pair with the "QuoteWerks: Contact Search Requested" trigger. Map the Callback Token from the trigger, then map each Contacts field ONCE — Zapier zips your CRM's per-record fields into the array of contacts QuoteWerks displays. No Code by Zapier or JSON authoring required.
Sends the current values of a linked CRM opportunity back to QuoteWerks so the Create/Update Opportunity dialog can open pre-filled instead of blank. Use in pair with the "QuoteWerks: Opportunity Fetch Requested" trigger. Map the Callback Token from the trigger, then map each opportunity field from your CRM's Find Deal/Opportunity step.
Sends CRM picklists back to QuoteWerks so the Create/Update Opportunity dialog can show real dropdowns. Use in pair with the "QuoteWerks: Opportunity Form Init Requested" trigger. Map the Callback Token from the trigger, then map whichever picklists your CRM offers (Stages, Owners, Types, Forecasts) — each list is independent and any omitted list falls back to free-text in QuoteWerks.
Sends the new (or updated) CRM opportunity ID back to a QuoteWerks user who is waiting on an opportunity upsert. Use this in pair with the "QuoteWerks: Opportunity Upsert Requested" trigger. Map the Callback Token from the trigger and the Opportunity ID from your CRM's create/update step. QuoteWerks stores the ID on the document so the next save updates the same opportunity.
Active Campaign Explore Active Campaign →
ActiveCampaign is a customer experience platform that provides email marketing, marketing automation, and sales CRM tools for growing business teams.
TriggersTriggers when a Custom Object record is created or updated.
Triggers when a custom object record is deleted in ActiveCampaign
Triggers when a deal task has been completed.
Triggers when a contact completes a WhatsApp messaging flow.
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Triggers when a new account is added or an existing account's details are updated.
Creates a new account.
Updates an account.
Creates a new account or updates an existing account.
Creates a new contact, or updates an existing contact.
Creates a new deal.
Adds an existing contact into any automation.
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1CRM
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1FIT
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ABC GymSales
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AccuLynx
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Act!
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Other Marketing Automation apps on Knit
Explore more Marketing Automation integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
4Dem.it
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ActiveCampaign
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ActiveDEMAND
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ActiveTrail
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AddToWallet
A software platform that allows businesses to create, distribute, and manage digital passes, loyalty cards, and mobile wallet coupons.
Adinton-Technologies
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Customer Stories
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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about QuoteWerks + Active Campaign
Is there a pre-built QuoteWerks + Active Campaign automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches QuoteWerks and Active Campaign's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built QuoteWerks or Active Campaign connector?
No. The Agent works whether or not QuoteWerks or Active Campaign already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do QuoteWerks and Active Campaign work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both QuoteWerks and Active Campaign to maintain compliance.