August 5, 2025 • Integration
We are excited to announce an update to the Salesforce integration. This enhancement makes it possible to sync Salesforce Person Accounts with your ActiveCampaign contacts.
Key Features
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Flexible bi-directional sync
This update allows you to sync all newly created Salesforce Person Accounts or Person Accounts that meet a custom criteria. -
Dynamic field mapping
Select the ActiveCampaign contact fields and Salesforce Person Account fields you’d like to sync. -
Integration tags
This integration generates tags to help you identify and manage contacts included in this Person Account sync.
Benefits
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ActiveCampaign contacts stay updated and consistent with your Salesforce account
You’ll have the accurate data you need to send segmented and personalized marketing to your contacts.
Use Cases
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New Person Account created in Salesforce
Sync this new Person Account with ActiveCampaign to start a welcome series automation. -
New contact created in ActiveCampaign
Add the tag ‘added-to-salesforce-person-account’ to create a new Salesforce Person Account and start this sync. -
Fields change in ActiveCampaign or Salesforce
When a field in either ActiveCampaign or Salesforce is updated, this bi-directional sync works to keep both records consistent.
Please Note
Before updating to Person Accounts, we recommend testing the Person Account sync functionality. You can do so in a Salesforce scratch org or sandbox environment, as well as an ActiveCampaign sandbox account. This will help verify that the integration works as expected with your specific Salesforce configuration.
Upgrade and/or Setup Instructions
The Salesforce integration is available for all customers on Enterprise.