Marry your marketing automation with proposal delivery
ActiveCampaign combines email marketing, marketing automation, and CRM in one platform — making it a powerhouse for agencies that want to nurture leads all the way through to proposal and close. The Pitchsite integration turns your nurture sequences into a direct path to a signed proposal.
A step-by-step look at how ActiveCampaign and Pitchsite work together.
Link Pitchsite to your ActiveCampaign account using your API key and URL from ActiveCampaign settings. Contact and deal data sync immediately.
Add a "Send Pitchsite Proposal" step into any ActiveCampaign automation. When a lead reaches the right stage in your nurture sequence, the proposal goes out automatically.
Apply ActiveCampaign tags automatically when contacts open, re-read, or sign a Pitchsite proposal — for precise segmentation and follow-up automations.
When a prospect accepts a proposal, their ActiveCampaign CRM deal advances to Closed Won and a new-client onboarding automation fires.
Prospects who receive but don't sign within 3 days enter an "Unsigned Proposal" ActiveCampaign sequence — personalised follow-ups that don't feel like spam.
Real ways agencies use ActiveCampaign and Pitchsite together.
Build a fully automated funnel where leads enter at the top, get nurtured through your sequence, receive a personalised proposal at the right moment, and sign — all without manual intervention.
Use proposal engagement data (which sections they read, how long they spent on pricing) to segment contacts and personalise follow-up messaging in ActiveCampaign.
Leads that received a proposal 30+ days ago can enter a re-engagement automation that references their original proposal with an updated offer or new social proof.
The moment a proposal is signed, ActiveCampaign launches your onboarding sequence — welcome emails, intake forms, and calendar invites go out automatically.
Why agencies connect ActiveCampaign to Pitchsite.
Marry your marketing automation with proposal delivery
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. Map ActiveCampaign custom contact and deal fields to Pitchsite proposal variables for fully personalised proposals at scale.
Via webhooks. Pitchsite sends real-time webhooks on proposal events that can trigger ActiveCampaign automation entry, tag application, or deal updates.
Yes. The integration works with both the contact database and the Deals CRM inside ActiveCampaign, supporting end-to-end pipeline management.
Yes. The native integration uses a simple API key connection. For more advanced automations, Zapier or Make can connect the two tools without coding.
Other tools that work well alongside ActiveCampaign + Pitchsite.