A B2B SaaS client had ActiveCampaign installed for two years and was using ~10% of it. The team was sending campaigns, not running journeys. Pipedrive and ActiveCampaign were out of sync.
What we built
- Lifecycle map. Onboarding, activation, nurture, win-back, renewal — each as a tracked stage with entry and exit criteria.
- ActiveCampaign automations for each stage, with tagging that survives Pipedrive deal changes.
- Pipedrive ↔ ActiveCampaign sync so reps see marketing engagement on the deal view, and marketing sees pipeline stage on the contact view.
- Reporting that ties campaign and journey performance back to pipeline created and revenue closed.
What changed
- Activation rate up 22% in the first two months
- Renewal sequence reduced manual rep work by ~10 hours/month
- Sales and marketing now report on shared, agreed definitions
Want lifecycle journeys built for your team? Book a marketing audit.
