Power your email marketing and proposal delivery with ActiveCampaign
ActiveCampaign's marketing automation engine is one of the most powerful in its class — allowing agencies to build sophisticated multi-step email and SMS workflows. When paired with Pitchsite, proposal events become triggers for finely tuned marketing automation sequences that move prospects through the funnel with precision.
A step-by-step look at how ActiveCampaign Automations and Pitchsite work together.
Link your ActiveCampaign account to Pitchsite. Contacts, lists, tags, and deal pipelines sync immediately for bidirectional data flow.
In your ActiveCampaign automation builder, add a Pitchsite proposal send action. When contacts reach this step, a personalised Pitchsite proposal fires automatically.
Proposal viewed → tag "Proposal Viewed." Proposal declined → tag "Proposal Declined." Signed → tag "Client Won." These tags drive precise list segmentation and next-step automations.
If a contact viewed the proposal but didn't sign after 72 hours, automatically enter them into a "Hesitation Sequence" — different emails for large-budget vs. small-budget proposals.
Proposal accepted → start onboarding automation: Day 1 welcome email, Day 3 intake form reminder, Day 7 kick-off call prep — all automated in ActiveCampaign.
Real ways agencies use ActiveCampaign Automations and Pitchsite together.
ActiveCampaign's conditional content allows different email copy based on what was in the proposal — different messaging for $2,000/mo retainers vs. $20,000 projects, all automated.
Assign positive lead score points in ActiveCampaign for each proposal interaction — viewed, re-read, pricing checked, CTA clicked. Score thresholds trigger sales alerts at exactly the right moment.
Combine email sequences in ActiveCampaign with Pitchsite's proposal platform for a multi-touch follow-up: email → proposal → email → proposal video walk-through → email → close call.
Different client types (retainer vs. project, small vs. enterprise) get different ActiveCampaign onboarding sequences triggered by proposal acceptance — tailored experience from day one.
Why agencies connect ActiveCampaign Automations to Pitchsite.
Power your email marketing and proposal delivery with ActiveCampaign
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Get started free →The CRM integration focuses on deal pipeline management. This integration focuses on email marketing automation — sequences, tagging, scoring, and campaign triggers from proposal events.
Yes. ActiveCampaign site tracking can track prospect visits to your main website, while Pitchsite tracks proposal engagement. Both feed into the same AC contact record.
Yes. If you have SMS enabled in ActiveCampaign, proposal events can trigger SMS messages — e.g., an SMS to the prospect 24 hours after sending the proposal if it hasn't been opened.
Yes. An ActiveCampaign opt-in form embed code can be placed in a Pitchsite proposal section — useful for collecting prospect email preferences during the proposal review process.
Other tools that work well alongside ActiveCampaign Automations + Pitchsite.