The ActiveCampaign Salesforce integration provides a two-way sync between your ActiveCampaign account and your Salesforce account.
Below are common questions about the ActiveCampaign Salesforce integration.
Does this integration work with Salesforce Classic?
No, this integration does not work with Salesforce Classic. You will need Salesforce Lightning to use this integration.
How does syncing work?
Syncing from Salesforce to ActiveCampaign (Outbound Sync Settings):
When setting up outbound sync settings, you need to determine a job schedule. The job schedule lets you determine how often data will sync from Salesforce to ActiveCampaign. This includes:
- Leads and contacts syncing for the first time from Salesforce to ActiveCampaign
- Updating previously synced contacts in ActiveCampaign with updated information in Salesforce
With the job schedule you can opt to have syncs run from Salesforce to ActiveCampaign:
- Every hour
- Every 2 hours
- Every 3 hours
- Every 4 hours
- Every 6 hours
- Every 8 hours
- Every 12 hours
- Once daily (if selecting this option, you also pick the time that the sync will run.)
Once you've finished configuring the integration, the sync will run as soon as possible. Note that if "Once daily" is selected, the sync will run at the selected time.
Syncing from ActiveCampaign to Salesforce:
Contacts and leads are synced from ActiveCampaign to Salesforce in batches. This is because Salesforce has limitations for incoming API calls. This varies for each Salesforce plan tier. Sending API calls in batches to your Salesforce account helps you stay within your daily API call limit. Batches will run either every ten minutes or if 100 contacts are updated before that time.
To understand your Salesforce API limits, you will need to review your Salesforce edition.
Note that contacts from ActiveCampaign can only be synced to Salesforce as a lead or contact through an automation action.
Is there a historical sync available for the ActiveCampaign Salesforce integration?
There currently is not a one-time historical sync available for this integration.
Learn how to sync existing contacts and leads from Salesforce into ActiveCampaign.
Can I send geo-location data to Salesforce from ActiveCampaign?
You can send geo-location data to Salesforce from ActiveCampaign if that data is stored in custom fields. For example, if you collected a lead or contacts address information in custom fields.
Geo-information gathered by ActiveCampaign from a contact or lead's IP address cannot be synced.
What tags are created from the ActiveCampaign Salesforce integration?
The following tags are applied to contacts in ActiveCampaign when they are added to or from Salesforce as a lead or contact:
Any contact added to Salesforce as a contact from ActiveCampaign will receive this tag.
Any contacts added to Salesforce as a lead from ActiveCampaign will receive this tag.
Any contact added to ActiveCampaign from Salesforce via this integration will receive this tag.
Any lead added to ActiveCampaign from Salesforce via this integration will receive this tag.
Any previously synced lead who was converted to a contact in Salesforce.
What happens when I convert a lead into a contact in Salesforce?
Once a lead is converted to a contact in Salesforce, the ActiveCampaign ID and Marketing Activities will carry over to the contact record page in Salesforce.
Tags in ActiveCampaign will also update for the converted contact. This update happens when the sync updates the contact in ActiveCampaign from Salesforce. The "created-from-salesforce-contact" tag will replace the "created-from-salesforce-lead" tag and a new tag of "salesforce-lead-converted-to-contact" tag will be added.
What happens if I delete a contact or lead in Salesforce?
If a lead or contact is deleted in Salesforce, the integration will not delete the contact in ActiveCampaign.
If the contact or lead you deleted in Salesforce is updated/edited in ActiveCampaign, then a sync will be triggered and the contact or lead will be added back to your Saleforce account. To prevent this from happening, you will need to remove either of these tags from the contact record in ActiveCampaign:
Once these tags are removed from the contact record in ActiveCampaign, the sync will not run.
What is the "Unauthorized Endpoint" error in Salesforce?
If you see the following error in Salesforce when setting up the integration:
"Unauthorized endpoint. You must create a domain by going to Setup > My Domain. This domain can take some time to register. However, you will receive an email from Salesforce once registration is complete."
Then this means that you have not yet set up a custom domain for Salesforce Lightning.
Learn how to set up your custom domain for Salesforce Lightning.
How do I uninstall the ActiveCampaign Salesforce integration?
If you wish to uninstall the ActiveCampaign Salesforce integration, you will need to do so from your Salesforce account. Please see the "Uninstalling a Package" help article from Salesforce for more information.