ActiveCampaign Salesforce Integration Guide
ActiveCampaign defines it’s software as customer experience automation. The platform automated key parts of the customer journey from communication, to personalization, segmentation, and more. The company claims more than 130,000 customers worldwide with more than 75% using an integration.
Get started with our Salesforce ActiveCampaign Integration Guide to keep your sales and marketing customer data in sync.
What is ActiveCampaign and what makes it different?
Based in Chicago, Illinois, ActiveCampaign started as a consulting service for small to medium sized businesses in 2003. Eventually the service evolved into an on-premise software and finally a SaaS offering. ActiveCampaign is a solution-packed product with a much lower price point (starting at $9/month) than competitors. A notable difference is the ease with which ActiveCampaign integrates with additional tools, boasting more than 850+ active integrations.
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
- Document Generation
- API Integration
- Custom Reports
- Enterprise Scalability
Sales Force Automation
- Contact and Account Management
- Opportunity and Pipeline Management
- Task and Activity Management
- Territory Management
- Desktop Integration
- Product and Price Management
- Customer Contract Management
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Data Import and Export Tools
- Integration APIs
ActiveCampaign Salesforce Integration
ActiveCampaign’s Salesforce integration will allow you to sync data between the two platforms and unlock additional customer experience automation capabilities. You will need an active Salesforce Lightning account, this integration does not work with Classic. Also, you will primarily use Salesforce in order to set up and complete this integration.
Step 1 - Install the Salesforce ActiveCampaign app
- From your Salesforce account, click the dots on the top left of your account, then click the "Visit AppExchange" button.
- Search for ActiveCampaign, then click ActiveCampaign app.
- Click the "Get it now" button.
- A "Log in to AppExchange" modal will appear. Click the "Open Login Screen" button.
- An "Allow Access?" modal will open. Click the "Allow" button to allow Salesforce to access your ActiveCampaign account.
- Click the "Install Here" button located in the "Install in This Org" box.
- Click the "Terms and conditions" box, then click the "Confirm and Install" button.
- Click the "Install for Admins Only" option then click the "Install" button. Note that admins will be able to assign permissions to Salesforce users.
- An "Approve Third-Party Access" modal window will appear. Click the box for "Yes, grant access to these third-party web sites" then click the "Continue" button.
Step 2 - Assign Permission Sets to Salesforce Users
- In your Salesforce account, navigate to the Setup page by clicking the gear icon then clicking "Setup."
- Click "Users" in the left menu. The Users menu will expand.
- Click "Permission Sets."
- The Permission Sets page will load. Click "ActiveCampaign Package Manager."
- The "ActiveCampaign Package Manager" permission set will open. Click the "Manage Assignments" button.
- Click the "Add Assignments" button.
- Check the box next to the user(s) that you would like to assign the permission set to.
- Click the "Assign" button.
Step 3 - System Connections
- Access the ActiveCampaign setup assistant
a) From your Salesforce account, click the dots in the top left corner to open the App Launcher.
b) Click the "ActiveCampaign Setup Assistant" app.
c) The Setup page will load. Click the "Get Started" button.
- Add your ActiveCampaign API key to Salesforce
a) On the System Connections page under API access, type your ActiveCampaign account name in the ActiveCampaign Account Name field provided. Your ActiveCampaign account name is part of your account login URL.
b) Provide your ActiveCampaign API key into the API Key field.
c) Click the "Authorize" button to authorize API access.
d) If authorization is successful, you'll see a green bar that says "Connected." If it is not successful, you will see a red bar that displays an error message. If you see the red error bar, double-check that your account name and API key are accurate and click the "Authorize" button again.
e) Click the "Next" button to go to the "Authorize ActiveCampaign to Salesforce" screen.
- Authorize ActiveCampaign to Salesforce
a) On the "Authorize ActiveCampaign to Salesforce" screen, you'll see a black bar that says "Not Connected." This screen will look similar to the API access screen. Click the "Authorize" button.
b) A Salesforce sign-in modal will appear. Type your Salesforce account username and password into the fields provided.
c) Click the "Log In" button and complete the Salesforce login form.
d) Next, you'll be asked to give ActiveCampaign access to your Salesforce account. To allow access, click the "Allow" button.
e) If authorization is successful, you'll see a green bar that says "Connected." If it is not successful, you will see a red bar that says "Error." If you see the red error bar, try reconnecting again.
f) Click the "Finish" button.
Step 4 - Dynamic Field Mapping
- To access Dynamic Field Mapping, click the "Continue" button located on the ActiveCampaign setup page.
a) Detailed instructions for mapping each individual field can be found in ActiveCampaign’s help documentation
Step 5 - Configure Outbound Sync Settings
- Lead Sync Selection
a) Select which leads should sync to ActiveCampaign by clicking any of the following options:
i) Not using Leads (Select this option if you are not syncing leads from Salesforce into ActiveCampaign)
ii) All Leads created from this point forward (This will sync all leads created in Salesforce after this setting is saved)
iii) Leads marked via Process Builder or other custom method (This will sync all leads whose “ActiveCampaign Sync Status” field value is “Waiting For Next Sync.”)
iv) Only leads that match certain criteria (This will sync all leads that match the rules you set when selecting this option.)
b) When finished, click the "Next" button.
- Contact Sync Selection
a) Select which contacts should sync to ActiveCampaign by clicking any of the following options:
i) Not using Contacts (Select this option if you are not syncing contacts from Salesforce into ActiveCampaign.)
ii) All Contacts created from this point forward (This will sync all contacts created in Salesforce after this setting is saved.)
iii) Contacts marked via Process Builder or other custom method (This will sync all contacts whose “ActiveCampaign Sync Status” field value is “Waiting For Next Sync.”)
iv) Only Contacts that match certain criteria (This will sync all contacts that match the rules you set when selecting this option.)
b) When finished, click the "Next" button.
- Job Schedule
a) On the Job Schedule page, you determine how often data will sync from Salesforce to ActiveCampaign. This sync setting will apply to:
i) Leads and contacts syncing for the first time to ActiveCampaign from Salesforce
ii) Updating previously synced contacts in ActiveCampaign with information from Salesforce
To configure the sync frequency:
b) Click the dropdown labeled "Job Frequency" on the left.
c) Click one of the following options:
i) Every hour
ii) Every 2 hours
iii) Every 3 hours
iv) Every 4 hours
v) Every 6 hours
vi) Every 8 hours
vii) Every 12 hours
viii) Once Daily
- When finished, click the "Schedule" button, then click the "Finish" button.
a) To change the Job Frequency you set, click the "Remove Job" button and make the desired changes. Then click the "Schedule" button
Step 6 - Enable the ActiveCampaign CX Automation Component
- To set this component up, click the "Continue" button located on the ActiveCampaign setup page.
- Then click the "Finish" button.
Step 7 - View the Salesforce Integration in ActiveCampaign
- Click the gear icon or "Settings" in your ActiveCampaign account.
- Click "Integrations" in the left menu.
- The Salesforce integration will be listed.
ActiveCampaign comes in four different pricing tiers—lite, plus, professional and enterprise. Unlike many of their competitors, ActiveCampaign displays pricing on their website, probably because it doesn’t cost as much. The lite package starts at $15 per month for 500 contacts and goes up from there. Even at 100K contacts, you would pay just over $500 per month for ActiveCampaign. They’re definitely less expensive than the competition and offer several packages along with interactive pricing you can check out on their website.
Popular ActiveCampaign Alternatives and Competitors
ActiveCampaign is a blend of customer communication and marketing automation. As a result, they compete with many players in email marketing and marketing automation platforms. The closest alternatives to ActiveCampaign include:
Frequently Asked ActiveCampaign Support Questions
- Is ActiveCampaign a CRM?
Yes, one of the features of ActiveCampaign is lead management and sales force automation. Your sales team can even update deals and manage pipelines from the ActiveCampaign mobile app. Many larger customers use ActiveCampaign in sync with a larger CRM like Salesforce. Both Salesforce and ActiveCampaign support direct integrations.
- Is ActiveCampaign better than Mailchimp?
According to G2 reviews of both software platforms, ActiveCampaign is slightly better (4.6 out of 5 stars) than Mailchimp (4.3 out of 5 stars). But it’s not really a fair comparison because historically Mailchimp has focused only on email as a service. So while ActiveCampaign also offers email, it’s a much more robust sales and marketing automation platform. Both companies cater primarily to small and medium sized businesses, but if you just need email, Mailchimp offers more robust features.
- What is ActiveCampaign good for?
ActiveCampaign is perfect for small to medium sized businesses who want the functionality of a CRM without the high price tag. It’s a great tool for sales and marketing teams to automate tasks, customer communication, and optimize the customer journey. ActiveCampaign offers email marketing, segmentation, text marketing, customer journey mapping, lead scoring, deal creation and lead management, customer support, live chat functionality and much more.