Batchbook integration

Batchbook is a customer relationship management (CRM) system that helps small businesses build relationships with their customers.

There are two ways to integrate Batchbook with ActiveCampaign:

  • Add/update a contact in ActiveCampaign when they are added/updated in Batchbook. This integration option uses our automatic importer and is available for all plan levels.
  • Add a new contact in Batchbook when they are added in ActiveCampaign. This integration option uses Zapier.

Add/update contacts in ActiveCampaign

To get started with this integration, you’ll need an ActiveCampaign account and a Batchbook account.

  1. Click on your avatar and select “Apps” from the dropdown.

    Avatar_apps.png

  2. Locate Batchbook from the available apps and click on it to select it.

    Batchbook.png

  3. Under “Connect with Batchbook,” click “Set this up” next to “When a contact is added or updated in Batchbook add or update them in ActiveCampaign” to be redirected to the import page:

    Connect_with_Batchbook.png

    Alternatively, you can skip steps 1-3 above and go directly to the import page. You can get there by going to Contacts > Import.
  4. Enter your Batchbook Account URL and API key. Click “Next.”

    BB_account_url.png

  5. Select the list(s) you want to add contacts to by clicking it (optional). Click “Next.”

    select_bb_lists.png

  6. Select your import preference (required) and select a company filter from the filter dropdown (optional). Click “Next.”

    BB_import_preference.png

The automatic import for Batchbook is now set up.

Custom fields brought over from Batchbook include:

  • Address street 1
  • Address street 2
  • Address city
  • Address state
  • Address postal code
  • Address country
  • About
  • Phones
  • Websites
  • Addresses
  • Tags
  • Created at
  • Updated at
  • Prefix
  • Champion
  • Company affiliates

bb_custom_field.png

Add new contacts in Batchbook when they are added in ActiveCampagin

To get started with this integration, you’ll need an ActiveCampaign account, a Batchbook account, and a Zapier account.

  1. Click on your avatar and select “Apps” from the dropdown.

    Avatar_apps.png

  2. Locate Batchbook from the available apps and click on it to select it.

    Batchbook.png

  3. Under “Connect with Batchbook,” click “Set this up” next to “When a contact is added in ActiveCampaign add them as a new person in Batchbook.”

    BB_set_this_up_2.png
  4. You will be redirected to Zapier to complete the set up. You can select either the “New or Updated Contact” trigger or the “New Contact Added to List” trigger by clicking it. In this example, we will use the “New or Updated Contact” trigger.
  5. Select the “Create Person” Batchbook action by clicking it then click “Continue.”
  6. Follow the steps for setting up your ActiveCampaign trigger. You will be asked to connect your ActiveCampaign account if it’s not connected to Zapier already. To learn how to retrieve your ActiveCampaign API URL and Key, click here.

    connect_ac_to_zapier.png

  7. On the next screen, select the list you want to add contacts from by clicking the dropdown. In the next dropdown, you can choose to stop unsubscribe events from triggering this zap. Click “Continue” to proceed.

    zap_set_up_ac_contact_for_bb.png

  8. Test the ActiveCampaign trigger by clicking “Fetch & Continue.” Once the test is complete, follow the steps for setting up your Batchbook action.

    Select_bb_action.png

  9. Connect your Batchbook account to Zapier by entering your Account name and API key. Click “Yes, Continue.”

    zap_access_bb.png

  10. On the next screen, map the Batchbook person fields to your ActiveCampaign fields. When finished, click “Continue.”

    set_up_bb_person.png

  11. Test the Batchbook action by clicking “Create & Continue.”

    test_bb_action.png

  12. When the test is complete, click “Finish.”

    bb_zap_finish.png

Your Zap set up is now complete. Any contacts that are added to or updated in the list you selected will be added to Batchbook.

Have more questions? Submit a request