How to connect Salesforce to ActiveCampaign

The ActiveCampaign Salesforce integration provides a two-way sync between your ActiveCampaign account and your Salesforce account. This integration will let you:

  • Push newly created Salesforce leads and contacts into ActiveCampaign
  • Push ActiveCampaign contacts into Salesforce as contacts and/or leads
  • Send a campaign created in ActiveCampaign to a lead or contact from their Salesforce record
  • Enter the lead or contact into an automation created in ActiveCampaign from their Salesforce record

This article will show you how to install and setup the integration.

Take note

  • This integration is available on all ActiveCampaign and Salesforce plan tiers 
  • You will need a Salesforce account with Lightning Experience 
  • You will configure and manage this integration through your Salesforce account
  • Your Salesforce administrator will need to complete the integration setup. They will also need to add the ActiveCampaign components to the Lead and Contact page layouts in Salesforce
  • You can connect your Salesforce account to only one ActiveCampaign account 
  • This integration will allow you to create new Contacts and Leads in Salesforce.
  • Leads and contacts in Salesforce need to have an email address in order to be synced into ActiveCampaign 

Set up your custom domain for Salesforce Lightning

To install the ActiveCampaign for Salesforce app, you need to set up a custom domain for Salesforce Lightning. If you already have a domain enabled, you can skip this step. 

1. From your Salesforce account, click the gear icon. Then click "Setup."

2. Click "Company Settings" then "My Domain."

3. Type the domain into the field provided and click the "Check Availability" button.

4. After the domain has been registered, refresh the page. You'll want to wait about five minutes before refreshing the page.

5. Click the "Log in" button to log back into your Salesforce account using the new custom domain you registered.

6. Click the "Deploy to users" button.

Install the ActiveCampaign Salesforce app

In this section, we'll show you how to install the ActiveCampaign Salesforce app in your Salesforce account.

1. From your Salesforce account, click the dots on the top left of your account, then click the "Visit AppExchange" button.

2. Search for ActiveCampaign, then click ActiveCampaign app.

3. Click the "Get it now" button.

4.  A "Log in to AppExchange" modal will appear. Click the "Open Login Screen" button.

5. An "Allow Access?" modal will open. Click the "Allow" button to allow Salesforce to access your ActiveCampaign account.

6. Click the "Install Here" button located in the "Install in This Org" box.

7. Click the "Terms and conditions" box, then click the "Confirm and Install" button.

8. Click the "Install for Admins Only" option then click the "Install" button. Note that admins will be able to assign permissions to Salesforce users.

9. An "Approve Third-Party Access" modal window will appear. Click the box for "Yes, grant access to these third-party web sites" then click the "Continue" button.

The application will begin to install in your Salesforce account. When the application is installed, it will be listed in your Salesforce App Launcher where you can begin to configure it.

Setup Step 1: System connections

After installing the ActiveCampaign application in your Salesforce account, you can set up the connection between the two platforms. Doing so will permit both accounts to send data to each other.  

In this step, you will access the ActiveCampaign Setup Assistant, add your ActiveCampaign API key to Salesforce, and authorize ActiveCampaign account to access your Salesforce account.

This setup is done through your Salesforce account and should only take a few moments to complete.

Click each link below to expand instructions.

Access the "ActiveCampaign Setup Assistant"

1. From your Salesforce account, click the dots in the top left corner to open the App Launcher.

2. Click the "ActiveCampaign Setup Assistant" app.

3. The Setup page will load. Click the "Get Started" button.

Add your ActiveCampaign API key to Salesforce

1. On the System Connections page under API access, type your ActiveCampaign account name in the ActiveCampaign Account Name field provided. Your ActiveCampaign account name is part of your account login URL.

2. Provide your ActiveCampaign API key into the API Key field. 

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 not successful, you will see a red bar that displays an error message. If you see the red error bar, 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. 

Authorize ActiveCampaign to Salesforce

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 not successful, you will see a red bar that says "Error." If you see the red error bar, 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.

Setup Step 2: Dynamic Field Mapping

With the Dynamic Field mapping step, you can map contact fields from ActiveCampaign to contact and lead fields in Salesforce. 

  • Standard Lead and Standard Contact field mapping will already be configured for you. However, you can choose to override the default mapping and use your own 
  • It is not possible to map deal fields from ActiveCampaign to any fields in Salesforce 

To access Dynamic Field Mapping, click the "Continue" button located on the ActiveCampaign setup page.

Click each link below to expand instructions.

Standard lead field mapping

Standard lead field mapping will already be configured for you for most fields. The mapped fields include:

  • First Name
  • Last Name
  • Email
  • Phone

The ActiveCampaign organization field is not mapped by default.

If you would like to override the default mappings, or, map the ActiveCampaign Organization field to a Salesforce field, click the "Modify Standard Lead mapping" toggle then use the dropdowns located under "Salesforce Field" to select the fields you wish to map to. 

Click the "Next" button to proceed to Custom Lead Field mapping. 

Custom lead field mapping

You can 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.

You will be able to map up to 100 fields in this step.

If you are mapping an ActiveCampaign text input field to a currency field in Salesforce, decimals, commas, and currency symbols will be supported.

Learn about supported field mapping combinations

If you wish to skip this step, click the "Next" button to proceed to the next mapping option.

To map an ActiveCampaign custom contact field to a Salesforce custom contact field:

1. Click the "Make Custom Lead mapping" toggle to enable mapping.

2. 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.

3. 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.

4. Click the dropdown under "Salesforce Field" and select the Salesforce field you wish to map the ActiveCampaign custom field to.

Note that you will need to complete steps 1-3 above to map additional custom fields from ActiveCampaign.

5. Once you've finished mapping custom fields, click the "Next" button.

Standard contact field mapping

Standard contact field mapping will already be configured for you. These mapped fields include:

  • First Name
  • Last Name
  • Email
  • Phone

If you would like to override the default mappings, click the "Modify Standard Contact mapping" toggle then use the dropdowns located under "Salesforce Field" to select the fields you wish to map to. 

Click the "Next" button to proceed to Custom Contact Field mapping. 

Custom contact field mapping

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

You will be able to map up to 100 fields in this step.

If you are mapping an ActiveCampaign text input field to a currency field in Salesforce, decimals, commas, and currency symbols will be supported.

Learn about supported field mapping combinations.

If you wish to skip this step, click the "Next" button to proceed to the next mapping option.

To map an ActiveCampaign custom contact field to a Salesforce custom contact field:

1. Click the "Make Custom Contact mapping" toggle to enable mapping.

2. 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.

3. 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.

4. Click the dropdown under "Salesforce Field" and select the Salesforce field you wish to map the ActiveCampaign custom field to.

Note that you will need to complete steps 1-3 above to map all desired custom fields from ActiveCampaign.

5. Once you've finished mapping custom fields, click the "Next" button.

Account field mapping

On the Salesforce Account Field mapping page, the ActiveCampaign Organization field will already be mapped to the Salesforce Account Name field. This means that contacts will be linked to an account in Salesforce based on their Organization field.  You will not be able to override the mapping selection on this page.

Click the "Finish" button.

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

Setup Step 3: Configure Outbound Sync Settings

In this step, you determine which Salesforce leads and/or contacts will sync over to ActiveCampaign and how often the sync will run. 

To access Outbound Sync Settings, click the "Continue" button located on the ActiveCampaign setup page.

Click each link below to expand instructions.

Lead Sync selection

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.

When finished, click the "Next" button

Contact sync selection

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.

When finished, click the "Next" button.

Job Schedule

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

To 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 the time that 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.

Note that all other Job Frequency options will start as soon as possible after the setup is complete. 

4. When finished, click the "Schedule" button, then click 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. 

Setup Step 4: Enable the ActiveCampaign CX Automation Component

If you wish to use the ActiveCampaign CX Automation component, you'll need to enable it from the ActiveCampaign Setup page in your Salesforce account.

The ActiveCampaign CX Automation component lets you do the following right from a contact or lead record in Salesforce:

  • Send a campaign created in ActiveCampaign to a lead or contact
  • Enter the lead or contact into an automation you created in ActiveCampaign

To set this component up, click the "Continue" button located on the ActiveCampaign setup page.

Then click the "Finish" button.

Add ActiveCampaign components to page layouts in Salesforce

You can add the following ActiveCampaign components to page layouts in Salesforce:

  • ActiveCampaign Marketing Activities component (available for Lead Record pages only)
    This will list up to 20 recent marketing activities that took place in ActiveCampaign for a synced lead. The Marketing Activities component is not available for Contact Record pages at this time.
  • ActiveCampaign CX Automation component (available for both Lead and Contact record pages)
    Lets you send a campaign created in ActiveCampaign to a synced lead or contact from a profile record in Salesforce. Also lets you enter a lead or contact into an automation you created in ActiveCampaign from a profile record in Salesforce.
  • ActiveCampaign Sync Status field (available for both Lead and Contact record pages)
    Will show if the sync was successful
  • ActiveCampaign ID field (available for both Lead and Contact record pages)
    The ID number of the synced contact in ActiveCampaign

Click each link below to expand instructions.

Add the ActiveCampaign Marketing Activities component to the lead page layout in Salesforce

Note:

The Marketing Activities box is not available for the contact page layout at this time.

The Marketing Activities box lists up to 20 recent marketing activities that took place in ActiveCampaign for a synced lead. Each activity has a timestamp.

The activities displayed in the box include:

  • Campaign opened
    The name of the campaign will display. Clicking the arrow next to the activity will present a link to the web copy of the campaign.
  • Campaign replied
    The subject of the reply email along will display. Clicking the arrow next to the activity will display the body of the reply email.
  • Campaign was sent
    The campaign name will display.
  • Campaign link clicked
    The campaign name will display. Clicking the arrow next to the activity will display the URL of the link that the contact clicked.  

Clicking the down arrow on the top right of the box will let you view all marketing activities for the lead.

To add this component:

1. Open the App Launcher by clicking the nine dots that appear on the top left corner of your Salesforce account. 

2. Click "Leads."

3. Click on any lead to open their record page. 

4. Click the gear icon on the top right corner of your Salesforce account. 

5. Click "Edit Page."

6. Scroll down the Lightning Components column until you see "Custom - Managed (2)."

7. Click the Marketing Activities component and drag it into your page layout.

8. Click the "Save" button located on the top right of your page, then click the "Activation" button.

9. The "Activation: Lead Record Page" modal will open.

From here you will need to activate the lead record page as an Org Default, App Default, or as an App, Record Type, and Profile. To do so, click one of the three options, then click the "Assign as" button.

You will be redirected back to the Lead Record Page in the Lightning App Builder:

Add the ActiveCampaign CX Automation component to lead and contact page layouts in Salesforce

To use the ActiveCampaign CX Automation component in your Salesforce account, you'll need to add it to a lead and/or contact page layout.

Once added, it will look like this:

To add this component:

1. Click on any lead or contact in your Salesforce account to open their record page. 

2. Click the gear icon on the top right.

3. Click "Edit Page."

4. Scroll down the Lightning Components column until you see custom components.

5. Click the ActiveCampaign CXA component and drag it into your page layout.

6. Click the "Save" button located on the top right of your page, then click the "Activation" button.

7. If you are adding the component to the Contact Layout page, the "Activation: Contact Record Page" modal will open.

If you are adding the component to the Lead Layout page, the "Activation: Lead Record Page" modal will open.

From here you will need to activate the contact or lead record page as an Org Default, App Default, or App, Record Type, and Profile. To do so, click one of the three options, then either click "Close" or click the "Assign as" button.

In order to select campaigns and automations for this component, you must add the following label to them in your ActiveCampaign account: 

 Salesforce 

Note that this is not case sensitive.

Read about Campaign labels.

Read about Automation labels.

Add the ActiveCampaign Sync Status and ID fields to contact and lead page layouts in Salesforce

You can add the ActiveCampaign Sync Status and ActiveCampaign ID fields to contact and lead page layouts. These two fields can only be added to the Record Details component.

The ActiveCampaign Sync Status field will show if the contact or lead was synced into ActiveCampaign. If the lead or contact was synced, the field will say "Successfully Synced." If the lead or contact was not synced, the field will be blank.

The ActiveCampaign ID field stores the ActiveCampaign ID number of the contact or lead.

To add these fields to the Record Details component of a contact or lead page layout, you'll want to make sure you have either layout open in the Lightning App Builder.

1. From either the Lead or Contact Record Page in the Lightning App Builder, click the "Details" tab.  

2. Click into the Record Details component.

3. The menu on the right side of your Salesforce application will list your page layouts. Click either "Lead Layout" or "Contact Layout."

You will be directed to the Object Manager for your page layout:

4. Click the "ActiveCampaign Sync Status" field and drag it onto the page under "Lead Detail" or "Contact Detail."

5. Hover your mouse over the field and click the wrench icon.

6. Check the "Read-Only" box then click "OK." This will prevent the standard user from editing the field.

7. Follow steps 4-6 above to add the ActiveCampaign ID field to contact and lead page layouts.

8. When finished, click the "Save" button.

Assign permission set to a Salesforce user(s)

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

Click the link below to expand instructions.

Assign permission set

To assign permission sets:

1. In your Salesforce account, navigate to the Setup page by clicking the gear icon then clicking "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) that you would like to assign the permission set to.

8. Click the "Assign" button.

View the Salesforce integration in ActiveCampaign

Once the Salesforce integration is set up, we'll display the connection in your ActiveCampaign account. As a reminder, this integration can only be set up and managed from your Salesforce account.

To see the connected integration:

1. Click the gear icon or "Settings" in your ActiveCampaign account.

2. Click "Integrations" in the left menu.

The Salesforce integration will be listed:

View synced leads and contacts in ActiveCampaign

All leads and contacts synced from Salesforce will be contacts in ActiveCampaign. They will have the "created-from-salesforce" tag on their profile records. 

You can use this tag in the segment builder to create "If/Else" conditions in your automation, add conditional content to your emails, create goal conditions, set up "Split Test" automations, update a deal score or contact score, create a segment of contacts, and more.

Use ActiveCampaign automation to create contacts and leads in Salesforce

You can use ActiveCampaign automation to create new contacts and leads in Salesforce. To do so, you'll need to add either the "Create a contact in Salesforce" or "Create a lead in Salesforce" action to your automation. When contacts in your ActiveCampaign account reach either step in your automation, they will sync into your Salesforce account as either a lead or contact.

Only ActiveCampaign contacts who are pushed to Salesforce via either automation action will be created or updated in Salesforce.

Existing leads and contacts in Salesforce that are synced to ActiveCampaign then pushed back to Salesforce through either the "Create a Contact in Salesforce" or "Create a Lead in Salesforce" automation action will not convert. 

For example, if you synced a lead from Salesforce to ActiveCampaign, then had that lead pushed back to Salesforce through the "Create a Contact in Salesforce" automation action, a new contact record will be created for them in Salesforce. Their lead record in Salesforce will not be updated. 

Click the link below to expand instructions.

Create a contact or lead in Salesforce from ActiveCampaign

To sync contacts to Salesforce as contacts or leads

1. Go to Automations in your ActiveCampaign account.

2. Click the "Edit" button for the automation that you want to add the Salesforce action to. Note that you can also create a new automation by clicking the "Create an automation" button and add this action to it.

3. Click the "Salesforce" tab in the right menu of the automation builder.

4. To create a new contact in Salesforce, click the "Create a contact in Salesforce action and drag it to your automation.

To create a new lead in Salesforce, click the "Create a lead in Salesforce" action and drag it to your automation.

5. A modal pop up will appear and your Salesforce account will be automatically selected in the dropdown. Click the "Save" button.

Once you've finished creating/updating your automation and make it active, any contacts who reach this step in your automation will be added to your Salesforce account as either a Lead or Contact, depending on the action used in your automation. Their lead profile in Salesforce will include their ActiveCampaign sync status, ActiveCampaign ID, the 20 most recent marketing activities and/or the CXA component. Contact profiles will include their ActiveCampaign sync status, ActiveCampaign ID, and the CXA component.

Any contacts added to Salesforce through this action will have the "added-to-salesforce" tag on their profile records in ActiveCampaign.

You can use this tag in the segment builder to create "If/Else" conditions in your automation, add conditional content to your emails, create goal conditions, set up "Split Test" automations, update a deal score or contact score, create a segment of contacts, and more.

Why contacts are synced to Salesforce in batches

We send contacts to Salesforce in batches because Salesforce charges you for every call that is made to your API. Batches will run when you have 100 contacts that need to be added/updated in Salesforce, or once every hour, whichever event comes first.

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