How to use ActiveCampaign Sales Actions in Microsoft Dynamics 365

Sales Actions are page-level components that let you perform ActiveCampaign actions from your Microsoft Dynamics 365 account.  

About Sales Actions

Sales Actions are located in your Microsoft Dynamics account. They appear on profile records for all leads and contacts who have been synced through the ActiveCampaign Microsoft Dynamics integration.

Sales Actions include:

• Add to Marketing Automation
  Using this will add a synced lead or contact to an automation in ActiveCampaign.
• Add to Email Campaign
  Using this will send a one-off campaign to the synced lead or contact.

Sales Actions requirements

Before you use Sales Actions, we require the following:

• The ActiveCampaign Microsoft Dynamics setup is complete, and user permissions are granted. This is done in your Microsoft Dynamics 365 account
• Leads and contacts are synced between both platforms through this integration. These actions only appear on profile pages for synced leads and contacts
• We automatically generate the following label in your ActiveCampaign account: D365. You need to apply this label to all automations and campaigns you wish to use with Sales Actions

  • Learn how to add labels to campaigns

  • Learn how to add labels to automations

If the D365 label is not added to your campaigns or automations, you will not be able to use these actions.

How to use the "Add to Marketing Automation" Sales Action

This action lets you add a synced contact or lead to an automation in ActiveCampaign.

As a reminder, you must apply the D365 label to each automation you wish to use with Sales Actions.

To use this action:

1. From your Microsoft Dynamics account, locate the synced lead or contact you wish to add to an automation and open their record.
2. Click the "Sales Actions" option at the top of the profile page.
3. Click the "Add to Marketing Automation" option.
4. A modal window will appear. Click the "Automation" dropdown, then click the automation you wish to add the lead or contact to.
5. Click the "Save & Close" button at the top of the modal window.

The contact or lead will be added to the automation right away.

How to use the "Add to Email Campaign" Sales Action

This action lets you send a one-off email campaign created in ActiveCampaign to a synced contact or lead.

As a reminder, you must add the D365 label to each campaign you wish to use with Sales Actions. 

To use this action:

1. From your Microsoft Dynamics account, locate the synced lead or contact you wish to send an email campaign to and open their record.  
2. Click the "Sales Actions" option at the top of the profile page.
3. Click the "Add to Email Campaign" option.
4. A modal window will appear. Click the "Campaign" dropdown, then click the campaign you wish to send.
5. Click the "Save & Close" button located at the top of the modal window.

The campaign will be sent to the lead or contact right away.