As of June 1st, 2021, this integration is available on:
- All Salesforce plan tiers
- Professional and Enterprise ActiveCampaign plan tiers
After you follow the ActiveCampaign Salesforce integration setup steps, you are ready to add ActiveCampaign components and fields to pages in Salesforce. These items can be added to any lightning record page(s) of your choosing.
Once these items are added, you can view ActiveCampaign-related information for synced leads and contacts and perform ActiveCampaign actions right from your Salesforce account.
Note that while adding ActiveCampaign components and fields to Salesforce is optional, we recommend adding them so you can get the most out of the integration.
In this article:
Take note
- To add and use components and fields, you must complete the Salesforce integration setup
- ActiveCampaign components and fields are compatible with Salesforce Lightning only
- You can only use components and fields with synced leads and contacts
- Any campaigns or automations you wish to use with the CX Automation component need to have the following label added to them in ActiveCampaign:
Salesforce- This label is not case-sensitive
Add ActiveCampaign components to Salesforce pages
There are two ActiveCampaign components that you can add to any lightning record page in Salesforce. They include:
-
ActiveCampaign CXA (Customer Experience Automation) Activities component
This will list up to 20 recent CXA activities that took place in ActiveCampaign for a synced lead or contact. -
ActiveCampaign CX Automation component
This lets you perform ActiveCampaign actions right from a Salesforce record. These actions include sending a campaign to a contact or lead and entering a contact or lead into an automation.
Click the links below to expand instructions on how to add these components to Salesforce.
The CXA Activities box lists up to 20 recent CXA activities that took place in ActiveCampaign for a synced lead or contact. Each activity has a timestamp:
The activities displayed in the box include:
-
Campaign opened
The name of the campaign will display. Clicking the caret next to the activity will present a link to the web copy of the campaign. -
Campaign replied
The subject of the reply email will display. Clicking the caret 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 caret next to the activity will display the URL of the link that the contact clicked. -
Entered automation
The automation name will display. Clicking the caret next to the activity will present a link to the automation in your ActiveCampaign account. -
Completed automation
The automation name will display. Clicking the caret next to the activity will present a link to the automation in your ActiveCampaign account. -
Site & Event tracking
This will list a tracked page visit or event the contact/lead completed. Page visits are tracked with the ActiveCampaign Site Tracking feature. Events are tracked using the ActiveCampaign Event Tracking feature.
Clicking the down arrow on the top right of the box will let you view all CXA activities for the lead or contact.
To add this component to any lightning record page:
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 Marketing Activities 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. The "Activation" modal will open.
From here you will need to activate the 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 or contact record page in the Lightning App Builder.
The ActiveCampaign CX Automation component allows you to:
- Send a campaign from a lead or contact profile record
- Add a lead or contact to automation you created in ActiveCampaign, right from their profile record
To use the ActiveCampaign CX Automation component in your Salesforce account, you'll need to add it to any lightning record page of your choosing.
Once added, it will look like this:
To add this component to any lightning record page:
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.
Add ActiveCampaign fields to Salesforce pages
In addition to components, you can add ActiveCampaign fields to any page layout(s) for both Leads and Contacts in Salesforce. Note that these must be added to the Record Details component.
The ActiveCampaign fields include:
-
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. -
ActiveCampaign ID field
The ActiveCampaign ID field stores the ActiveCampaign ID number of the contact or lead. -
ActiveCampaign Relation Sync Status
Will display information on the account relationship and the sync status for an account.
Click the link below to expand instructions on how to add these fields to Salesforce.
As a reminder, ActiveCampaign fields need to be added to the Record Details component of the contact or lead page layout. To add these to the Record Details component, make sure you have either page 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 the Lead or Contact Layout you wish to work with.
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 and the ActiveCampaign Relation Sync Status field to contact and lead page layouts.
8. When finished, click the "Save" button.
