The ActivePipe finance nurture campaigns are triggered by certain lead status' being added and synced from your Infynity account. These status are detailed here.

How to add a lead status to a client in Infynity

Remember to activate the nurture campaigns * before labelling your contacts.
The campaign will not be triggered for any contacts labelled beforehand.

* It is important to assign and sync each lead status to one test contact before activating the nurture campaigns. 

You can add a lead status in your Infynity account by navigating to:

• Pipeline
  • Settings
    • Lead / Loan Status
      • and then + Create Loan/Lead Status

From there:

• Under Status Type - Select Lead;
• Under Status Name - add each of the names detailed here;
• Under Days to Complete this Status - Select 90.
• Click Save Changes.

Sync Infynity lead status as tags to your ActivePipe account

Once the Lead Status are added, navigate to your Infynity Marketing menu, click ActivePipe and then Sync ActivePipe

When you log back into your ActivePipe account, these will appear as contact tags in the relevant contact's profile.

Make sure you assign the statuses to your dummy leads before syncing them across to your ActivePipe account.

 For further assistance with adding and syncing lead status in Infynity, check the Infynity user guide or contact Infynity support.