Build Multi-Channel Customer Journeys With CX Apps and Advanced Deal Intelligence

February 12, 2026 • AI

We are excited to announce major expansion of Active Intelligence automation capabilities. Tell Active Intelligence to draft and edit entire customer journeys using powerful triggers and actions from your favorite CX apps- including Spoki, Twilio, Postmark, Google Sheets, Slack, Pipedrive, Google Ads, ClickSend, and LinkedIn Ads. Active Intelligence meets you where you are with instant editing right in your sidebar.

Key Features

• Deal Intelligence Triggers
  Replies to SMS Trigger, Deal Field Changes Trigger, Deal Owner Changes Trigger, Deal Value Changes Trigger
• Multi-Channel Messaging Actions
  Spoki WhatsApp Action, Twilio SMS Action, ClickSend SMS Action, Postmark Transactional Email Action
• Marketing & Advertising Actions
  Google Ads Action, LinkedIn Ads Action
• Business Tools Integration Actions
  Google Sheets Action, Slack Action, Pipedrive Action

Benefits

• Unified Customer Journey Orchestration
  Build end-to-end automations that span email, SMS, WhatsApp, ads, and business tools from a single conversational interface
• Real-Time Deal Intelligence
  React instantly to deal changes with automated notifications and follow-up actions
• Two-Way SMS Engagement
  Capture and act on SMS responses to create dynamic conversational workflows
• Cross-Platform Advertising Sync
  Keep your ad audiences updated automatically based on contact behavior and list membership
• Team Collaboration
  Keep your team informed with automated Slack notifications for critical pipeline events

Use Cases

• Create a task to follow up personally when contacts respond to your SMS campaigns

  • "When a user responds to my texts, add a task to follow up."

• Receive instant notifications when deal projected close dates are updated by your sales team

  • "Send me a notification when a Deal's projected close date gets updated."

• Add automated notes documenting deal reassignments for accountability and context

  • "When a deal gets assigned to Mark, make sure to add a note that was re-assigned."

• Get alerts when deal values change to monitor pipeline health in real time

  • "When a deal value changes, notify me."

• Automatically update your master Google Sheet when contact email addresses are modified

  • "When an email address is updated, update my Google Sheet."

• Build retargeting audiences in Google Ads based on list subscriptions

  • "When a contact is added to my Subscriber list, add them to my Google Ads audience."

• Build retargeting audiences in LinkedIn Ads based on list subscriptions

  • "When a contact is added to my Subscriber list, add them to my LinkedIn Ads audience."

• Send order confirmation emails via Postmark when e-commerce purchases are completed

  • "When a new order is placed, send out a transactional email."

• Follow up with contacts via Spoki when they submit forms

  • "Follow up via Spoki when a contact submits a form."

• Follow up with contacts via Twilio when they submit forms

  • "Follow up via Twilio when a contact submits a form."

• Follow up with contacts via ClickSend when they submit forms

  • "Follow up via ClickSend when a contact submits a form."

• Post Slack notifications to your sales channel when new deals are created

  • "Post a slack message to my channel when a new deal is created."

• Keep Pipedrive synchronized with ActiveCampaign contact updates automatically

  • "When a contact is updated, make sure to update them in Pipedrive."

Upgrade and/or Setup Instructions

1. Ensure your CX apps (Spoki, Twilio, Postmark, Google Sheets, Slack, Pipedrive, Google Ads, ClickSend, LinkedIn Ads) are connected in your ActiveCampaign integrations
2. Open the Active Intelligence sidebar from any automation
3. Describe your desired workflow using natural language, referencing the apps you want to use
4. Review and apply the suggested automation blocks

Additional Resources

• Active Intelligence Overview