How to use a Righthand with ActiveCampaign

Review the handoff before changing automation

Use Righthand with ActiveCampaign to review how selected deals connect to contacts and the next action their owners expect. The useful deliverable is a handoff worksheet. It should not enroll people in an automation simply because a deal has entered a stage that sounds ready for outreach.

ActiveCampaign's deal-list reference describes deal fields and pipeline-specific permission requirements. Preserve deal, owner, contact, organization, and stage references. The record relationships should remain inspectable before any proposed customer communication.

Define the pipeline and permitted evidence

Give the pipeline, included stages, owner mapping, and source notes relevant to the handoff. For an illustrative onboarding review, select won deals whose approved onboarding reference is absent or unclear. The owner supplies the rule that makes a deal eligible for onboarding.

Inspect the actual connection tools in integrations. If deal or contact reads are unavailable, provide an approved export or scoped browser review. Access to CRM records does not prove native access to automation enrollment, campaign sending, or tag changes.

A complete illustrative brief

At 9 AM America/Los_Angeles on Wednesday, review the approved onboarding pipeline and mapped eligibility fields. Produce a private worksheet with deal ID, stage, owner, related contact and organization identities, onboarding reference, and missing information. Flag uncertain recipient relationships. Do not add tags, enroll contacts, change deals, or send email. Deliver to me for customer-operations review. Reconcile the included deal count and distinguish pipeline permission gaps from confirmed missing values.

The example is illustrative. A won status records a sales state; it does not alone establish the start date, recipient, or content of an onboarding message.

Show the result as a decision worksheet

An example entry might say: “Won deal; linked contact present; onboarding reference blank; operations owner must confirm start date and recipient.” If two contacts are related to the organization, retain their roles when supplied rather than selecting the first address returned.

A tag can describe segmentation without being authorization to communicate. The worksheet should state the business rule and its source. When the mapping is missing, return a question instead of inventing a tag that would trigger downstream work.

Reconcile repeated checks

Match deal and contact identities on later runs. Show whether missing information was supplied and update the same worksheet entry. If a deal moves to another pipeline, confirm whether it remains within the responsibility's scope.

Permission changes can hide a pipeline while leaving other records accessible. Report partial coverage. If automation changes are later approved and supported, specify the exact contact, automation, and trigger effect, then verify the resulting enrollment separately from any email delivery.

Set connection authority through Righthand's permissions guide. Review pricing for recurring onboarding preparation and retain the operations owner as the final decision maker.