Ideas to put to work
Marketing that knows who your clients are and what they've discussed with you.
Lists built from client data
Sofia reads QuickBooks customers and, with your approval, updates contacts, lists and tags so campaigns reach current clients.
Sales context for marketing
Sofia reads Gong call details for each contact and, with your approval, adds a note so marketing knows what was discussed.
Deals for interested contacts
Sofia reviews contacts tagged as interested, reads their notes, and creates deals for your team with your approval.
Campaign drafted after a webinar
After a Zoom webinar, Sofia drafts the follow-up campaign to the right list, for your approval.
What Sofia can do with ActiveCampaign
Sofia reads and keeps current
- Contacts
- Lists
- Campaigns
- Automations
- Deals
- Tags
- Notes
Sofia does, with your approval where you want it
- Create or update a contact
- Add a contact to a list
- Tag a contact
- Create a deal
- Add a note
- Create a campaign
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- QuickBooksAccounting software for small and mid-sized businesses
- GongRecords and analyzes sales calls
- ZoomVideo meetings and webinars
MailchimpEmail marketing and newsletters- Constant ContactEmail marketing for small businesses
LinkedInProfessional network for posts and outreach- AhrefsSEO toolset for backlinks, keywords and rank tracking
BrevoEmail and SMS marketing with a built-in sales CRM
Let Sofia keep ActiveCampaign accurate
Score your firm in three minutes, or talk to our team.