How to connect Salesforce to ActiveCampaign

To correctly install the ActiveCampaign Managed Care Package in your Salesforce account:

• The ActiveCampaign Package Manager permission set must be applied to user(s) who will configure and maintain the application
• The user must have a System Administrator profile. This will ensure the proper access to the Salesforce organization settings

Assign the ActiveCampaign Package Manager Permission set

1. In your Salesforce account, click the gear icon, then click "Setup."
   
   
2. Click "Users" in the left menu. The Users menu will expand.
3. Click "Permission Sets."
4. The Permission Sets page will load. Click "ActiveCampaign Package Manager."
5. The "ActiveCampaign Package Manager" permission set will open. Click the "Manage Assignments" button.
6. Click the "Add Assignments" button.
7. Check the box next to the user(s) to which you would like to assign the permission set.
8. Click the "Assign" button.

Once the ActiveCampaign for Salesforce app is installed, you can give specific users in your Salesforce account permission to interact with ActiveCampaign components and view ActiveCampaign activities.

This permission set should be applied to all users updating Salesforce records for synced contacts and leads. Once this permission is set:

• The ActiveCampaign Salesforce integration will track changes made to synced contact and lead records
• Updated contact and lead records will have a "Waiting for next sync" status in Salesforce. This will allow the integration to sync updates to ActiveCampaign

Assign the ActiveCampaign Standard User Permission set

1. In your Salesforce account, click the gear icon, then click "Setup."
   
   
2. Click "Users" in the left menu. The Users menu will expand.
3. Click "Permission Sets."
4. The Permissions Sets page will open. Click "ActiveCampaign Standard User."
5. The "ActiveCampaign Standard User" permission set will open. Click the "Manage Assignments" button.
6. Click the "Add Assignments" button.

7. Check the box next to the user(s) to which you would like to assign the permission set.

8. Click the "Assign" button.

1. Click the dots in the top left corner from your Salesforce account to open the App Launcher.
2. Click the "ActiveCampaign Setup Assistant" app. The Setup page will load.
3. Click the "Get Started" button.

1. On the System Connections page under API access, type your ActiveCampaign account name in the Account Name field provided. Your ActiveCampaign account name is part of your account login URL.
2. Provide your ActiveCampaign API key.
3. Click the "Authorize" button to authorize API access.
   
   

   If authorization is successful, you'll see a green bar that says "Connected." If it is unsuccessful, you will see a red bar displaying an error message. If you receive an error message, double-check that your account name and API key are accurate and click the "Authorize" button again.

4. Click the "Next" button to go to the "Authorize ActiveCampaign to Salesforce" screen.

1. 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.
2. A Salesforce sign-in modal will appear. Type your Salesforce account username and password into the fields provided.
3. Click the "Log In" button and complete the Salesforce login form.
4. Next, you'll be asked to give ActiveCampaign access to your Salesforce account. To allow access, click the "Allow" button.
   
   

   If authorization is successful, you'll see a green bar that says "Connected." If it is unsuccessful, you will see a red bar displaying an error message. If you receive an error message, try reconnecting again.

5. Click the "Finish" button.

You will be redirected to the main Setup page and "System Connections" will have a green checkmark.

Standard lead field mapping is configured for you for most fields. The mapped ActiveCampaign fields include:

• First Name
• Last Name
• Email
• Phone
• Account

If you want to modify the default mappings, use the dropdowns under "Salesforce Field" to select the fields you wish to map to.

Next, select your preferred sync options under "ActiveCampaign to Salesforce" and "Salesforce to ActiveCampaign."

Click the "Next" button to proceed to Custom Lead Field mapping or any field mapping option at the top of the page to jump to that section. 

Map ActiveCampaign custom contact fields to Salesforce custom lead fields. Custom fields are fields that you create to capture and store extra information about your contacts and leads.

If you wish to skip this step, click the "Next" button to proceed to the next mapping option, or click any field mapping option at the top of the page to jump to that section.

Map an ActiveCampaign custom contact field to a Salesforce custom lead field:

1. Click the "Add Mapping" button. A row will appear with two dropdown fields. The left dropdown contains all ActiveCampaign custom contact fields, and the right dropdown contains all Salesforce lead fields.
2. Click the "Select ActiveCampaign Field" dropdown and click the custom field you wish to map. All custom contact fields you created in ActiveCampaign are listed in this dropdown.
3. Click the dropdown under "Salesforce Field" and select the Salesforce field you wish to map the ActiveCampaign custom field to. Complete steps 1-3 above to map additional custom fields from ActiveCampaign.
4. Select your preferred sync options under "ActiveCampaign to Salesforce" and "Salesforce to ActiveCampaign."
5. Complete steps 1-4 above to map additional custom fields from ActiveCampaign. 
6. Once you've finished mapping custom fields, click the "Next" button.

Standard contact field mapping is configured for you. The mapped ActiveCampaign fields include:

• First Name
• Last Name
• Email
• Phone

Next, select your preferred sync options under "ActiveCampaign to Salesforce" and "Salesforce to ActiveCampaign."

Click the "Next" button to proceed to Custom Contact Field mapping or any field mapping option at the top of the page to jump to that section. 

Map ActiveCampaign custom contact fields to Salesforce custom contact fields. You create Custom fields to capture and store extra information about your contacts and leads.

If you wish to skip this step, click the "Next" button to proceed to the next mapping option, or click any field mapping option at the top of the page to jump to that section.

Map an ActiveCampaign custom contact field to a Salesforce custom contact field:

1. Click the "Add Mapping" button. A row will appear with two dropdown fields. The left dropdown contains all ActiveCampaign custom contact fields, and the right dropdown contains all Salesforce lead fields.
2. Click the "Select ActiveCampaign Field" dropdown and click the custom field you wish to map. Note that all custom contact fields you've created in ActiveCampaign will be listed in this dropdown.
3. Click the dropdown under "Salesforce Field" and select the Salesforce field you wish to map the ActiveCampaign custom field to. 
4. Select your preferred sync options under "ActiveCampaign to Salesforce" and "Salesforce to ActiveCampaign."
5. Complete steps 1-4 above to map additional custom fields from ActiveCampaign.
6. Once you've finished mapping custom fields, click the "Next" button.

If you have an Enterprise ActiveCampaign account, you can set up a bi-directional sync between your ActiveCampaign account fields and Salesforce account object fields.

1. Click the "Salesforce Account Field Mapping" toggle to set it to the "On" position.
2. The ActiveCampaign Account field is mapped to the Salesforce Account Name field for you. To map additional account fields, click the "Add Mapping" button.
3. Click the "Select ActiveCampaign Field" dropdown and click the field you wish to map. Note that all Account fields you've created in ActiveCampaign will be listed in this dropdown.
4. Click the dropdown under "Salesforce Field" and select the Salesforce field to which you wish to map the ActiveCampaign field. Complete steps 2-4 above to map all desired Account fields from ActiveCampaign.
5. Once you've finished mapping fields, click the "Next" button.

If you are on a Starter ActiveCampaign plan, you can set up a bi-directional sync between any custom field in your ActiveCampaign account and the Salesforce Account Name field.

You can only map one field from ActiveCampaign to the Account Name field in Salesforce. Additional mapping is not available on the Starter plan.

1. Click the "Salesforce Account Field Mapping" toggle to set it to the "On" position.
2. Click the "Select ActiveCampaign Field" dropdown and click the field you wish to map.
3. Click the dropdown under "Salesforce Field" and select the Salesforce field to which you wish to map the ActiveCampaign field.
4. Once you've finished mapping fields, click the "Next" button.

Sync the Salesforce Opportunity object and object fields to your ActiveCampaign account. To do so, click the toggle to set it to the "On" position.

For this iteration of the Salesforce Integration, we will have the following fields mapped for you:

• Name
• Amount
• Stage
• Close Date

These mappings cannot be reconfigured.

To learn more about syncing Salesforce opportunities, requirements, and additional automation triggers, visit How Salesforce Opportunities work with ActiveCampaign.

To move to the next step of the Setup, click the "Finish" button.

You will be redirected to the Setup page, and "Dynamic Field Mapping" will have a green checkmark.

Select which leads should sync to ActiveCampaign by clicking any of the following options:

• Not using Leads
  Select this option if you are not syncing leads from Salesforce into ActiveCampaign.
• All Leads created from this point forward
  This will sync all leads created in Salesforce after this setting is saved.
• 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.”
• Only leads that match certain criteria 
  This will sync all leads that match the rules you set when selecting this option. Note that you can use more than one condition here. If using more than one condition, a lead must meet ALL conditions set in this step to sync to ActiveCampaign.

When finished, click the "Next" button. 

Select which contacts should sync to ActiveCampaign by clicking any of the following options:

• Not using Contacts
  Select this option if you are not syncing contacts from Salesforce into ActiveCampaign.
• All Contacts created from this point forward
  This will sync all contacts created in Salesforce after this setting is saved.
• 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.”
• Only Contacts that match certain criteria
  This will sync all contacts that match the rules you set when selecting this option. Note that you can use more than one condition here. If using more than one condition, a contact must meet ALL conditions set in this step to sync to ActiveCampaign.

When finished, click the "Next" button.

On the Job Schedule page, you determine how often data will sync from Salesforce to ActiveCampaign. This sync setting will apply to:

• Leads and contacts syncing for the first time to ActiveCampaign from Salesforce
• Updating previously synced contacts in ActiveCampaign with information from Salesforce

Configure the sync frequency:

1. Click the dropdown labeled "Job Frequency" on the left.
2. Click one of the following options: Every hour, Every 2 hours, Every 3 hours, Every 4 hours, Every 6 hours, Every 8 hours, Every 12 hours, Once Daily.
3. If "Once Daily" is selected, select when the sync should start each day. To do so, click the "Job Start Time" dropdown on the right and click the time you wish to perform data syncs. All other Job Frequency options will start as soon as possible after the setup is complete. 
4. When finished, click the "Schedule" button and the "Finish" button. 

To change the Job Frequency you set, click the "Remove Job" button and make the desired changes. Then click the "Schedule" button.

"Other Scheduled Jobs" shows scheduled jobs in your organization. These are not associated with ActiveCampaign.