This automation scenario allows you to connect ActiveCampaign and Salesforce
It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
ActiveCampaign and Salesforce can also be integrated using automation tools other than automateio:
When this trigger fires in ActiveCampaign
Triggers when there is a new Contact (will not trigger on mass Contact imports)
Then this action happens in Salesforce
Creates a new Lead or updates an existing Lead
This guide contains information on how to set up an automatic workflow that allows to Sync new ActiveCampaign contacts to Salesforce as leads (or contacts).
Part I
First, we need to connect ActiveCampaign and Salesforce to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect ActiveCampaign to Automateio.
Give Automateio access to your ActiveCampaign account, using ActiveCampaign credentials.
Connect Salesforce to Automateio.
Give Automateio access to your Salesforce account, using Salesforce credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
Set up a Trigger action for ActiveCampaign
Choose the following trigger: New Contact (Triggers when there is a new Contact (will not trigger on mass Contact imports)).
Then set up an Action for Salesforce
Choose this action: Add or Update a Lead (Creates a new Lead or updates an existing Lead).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ActiveCampaign and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Sync new ActiveCampaign contacts to Salesforce as leads (or contacts)!
Triggers when a new contact is added to a list.
Triggers when a new contact is added or existing contact's details are updated.
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Triggers when a a Tag is added or removed from a Contact
Triggers when a new contact is created.
Triggers when a new contact task is created.
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new lead in Salesforce.
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new contact in Salesforce.
Adds an existing lead to an existing campaign.
Finds a record of a specified Salesforce object by up to two fields and values you choose.
ActiveCampaign alternatives
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.