PepoSmart + ActiveCampaign: Turn Meetings into Automated Sales Workflows

Why ActiveCampaign Users Need Meeting Data in Their Automations

ActiveCampaign is built for automation. Its power lies in triggering the right action at the right time based on contact behavior. But there's a blind spot: what happens during the meeting itself. Most scheduling tools create a contact and stop — leaving ActiveCampaign's automation engine with no data about the actual conversation.

PepoSmart's ActiveCampaign integration fixes this. Contacts are synced with automatic tagging, meeting notes are logged as notes, and action items feed directly into your sales workflow. The result? Your automations can trigger based on real meeting outcomes, not just booking events.

What the PepoSmart ActiveCampaign Integration Does

1. Automatic Contact Sync with Tags 2. Booking Details Logged as Notes 3. AI Meeting Summaries on Contact Records 4. Action Items Tracked in ActiveCampaign 5. Automatic "Had Meeting" Tag for Automation Triggers

1. Automatic Contact Sync with Smart Tagging

When a prospect books through PepoSmart:

• ActiveCampaign is searched for an existing contact matching the email
• If found, the booking links to the existing record
• If new, a Contact is created with email, first name, last name, and phone
• The contact is automatically tagged with "Had Meeting"

Why the "Had Meeting" Tag Matters

The "Had Meeting" tag is a powerful automation trigger. You can build ActiveCampaign automations that:

• Move contacts from a "Booked" stage to a "Meeting Completed" stage
• Trigger a post-meeting nurture sequence
• Notify the account executive that a meeting has taken place
• Update lead scoring based on meeting engagement

This single tag bridges the gap between your scheduling tool and your automation workflows.

2. Booking Details as ActiveCampaign Notes

Every booking creates a Note on the contact with:

• Contact's timezone
• Phone number if collected
• Custom question answers with clear formatting
• Meeting location (Google Meet, Zoom, or address)

Notes in ActiveCampaign appear in the contact's activity stream, giving your team booking context alongside email opens, link clicks, and automation history.

3. AI Meeting Notes in ActiveCampaign

When Collect Meeting Notes is enabled, PepoSmart's AI joins the call and posts a summary as an ActiveCampaign Note:

• Structured meeting summary with key points
• Meeting title and date
• Sentiment and buyer intent analysis

These notes give your marketing and sales teams insight into what prospects actually care about — data that can inform email copy, content strategy, and sales messaging.

4. Action Items Tracked in ActiveCampaign

PepoSmart creates action items as notes with a [TASK] prefix in ActiveCampaign:

While ActiveCampaign's task system is more limited than dedicated CRMs, the [TASK] prefix makes action items easy to identify and search for in the contact's notes.

Setting Up the Integration

Step 1: Connect Your ActiveCampaign Account

Navigate to Integrations in PepoSmart and click Connect to ActiveCampaign. Enter your ActiveCampaign API URL and API key to establish the connection.

Step 2: Enable Meeting Notes

Turn on Collect Meeting Notes on events where you want AI notetaking and automatic tagging.

Step 3: Sync Starts Automatically

Bookings sync contacts, add tags, and create notes. Completed meetings generate summaries and action item notes within minutes.

What Data Is Synced and When

Security and Privacy

• API key authentication — stored encrypted, never exposed
• Encrypted storage — all credentials encrypted at rest
• Easy disconnect — remove from dashboard at any time

The Automation Advantage

The real power of PepoSmart + ActiveCampaign is what happens after the data syncs. Here are automation ideas that become possible:

• Post-meeting drip: Trigger an email sequence 24 hours after the "Had Meeting" tag is applied
• Lead scoring boost: Add points to contacts who complete meetings, weighted by buyer intent detected in the AI summary
• Manager notifications: Alert sales managers when high-value prospects have had meetings
• Re-engagement: If a contact hasn't booked a follow-up within 14 days of a meeting, trigger a re-engagement sequence

PepoSmart vs. Other Scheduling Tools on ActiveCampaign

Getting Started

The PepoSmart ActiveCampaign integration is available on all plans.

Sign up for PepoSmart and connect your ActiveCampaign account today.

Already using PepoSmart? Head to Integrations > ActiveCampaign in your dashboard to connect.