ActiveCampaign
Salesforce
automateio

An automated workflow using automateio

Connects ActiveCampaign + Salesforce

Sync new ActiveCampaign contacts to Salesforce as leads (or contacts)

About this workflow template

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.

ActiveCampaign and Salesforce can also be integrated using automation tools other than automateio:

Diagram

Sync new ActiveCampaign contacts to Salesforce as leads (or contacts)
Workflow diagram: ActiveCampaign + Salesforce integration

How it works?

When this trigger fires in ActiveCampaign

ActiveCampaign

New Contact in ActiveCampaign

Triggers when there is a new Contact (will not trigger on mass Contact imports)

Then this action happens in Salesforce

Salesforce

Add or Update a Lead in Salesforce

Creates a new Lead or updates an existing Lead

How to set up this workflow

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

Configure Applications

First, we need to connect ActiveCampaign and Salesforce to Automateio.

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect ActiveCampaign to Automateio.

    Connect ActiveCampaign to Automateio.

    Give Automateio access to your ActiveCampaign account, using ActiveCampaign credentials.

  • Connect Salesforce to Automateio.

    Connect Salesforce to Automateio.

    Give Automateio access to your Salesforce account, using Salesforce credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.

  • Set up a Trigger action for ActiveCampaign

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between ActiveCampaign and Salesforce.

  • Test the workflow and turn it on for production use

    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)!

Supported triggers and actions

  • ActiveCampaign

    New contact added to list

    Triggers when a new contact is added to a list.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New or updated contact

    Triggers when a new contact is added or existing contact's details are updated.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New automation webhook

    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.

    zapierpipedream
    triggerbyzapierpipedream
  • ActiveCampaign

    Tag added or removed from contact

    Triggers when a a Tag is added or removed from a Contact

    zapier
    triggerbyzapier
  • ActiveCampaign

    Watch contacts

    Triggers when a new contact is created.

    integromat
    triggerbyintegromat
  • ActiveCampaign

    New contact task

    Triggers when a new contact task is created.

    zapierpipedream
    triggerbyzapierpipedream
  • Salesforce

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create lead

    Creates a new lead in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create contact

    Creates a new contact in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapierintegrately
    actionbyzapierintegrately
  • Salesforce

    Find record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    zapier
    actionbyzapier

Apps you need

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

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.

Automateio

Automateio

Automation Platforms

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.