Use the ActiveCampaign Bot for Slack

With the ActiveCampaign Bot for Slack, you can take quick actions in Slack to view and update your ActiveCampaign data and collaborate with your teammates more effectively.

Take note

• The integration setup takes place in Slack. It is not possible to manage this integration from your ActiveCampaign account
• The ActiveCampaign Bot for Slack is a separate integration from the ability to post messages to a Slack channel from ActiveCampaign automation. Both options require different configurations
• Any information you create or update in Slack will instantly sync to your ActiveCampaign account
• Access to bot actions for standard objects (Contacts, Deals, Accounts) depends on your ActiveCampaign plan

Connect the ActiveCampaign Bot for Slack integration

There are two ways to connect your ActiveCampaign account to use this integration. One is to connect the ActiveCampaign App under “Apps” in your Slack instance, and the other is to search for the ActiveCampaign Bot in the Slack app directory.

This section will show you how to connect the ActiveCampaign Bot under “Apps” in Slack.

1. From your Slack instance, go to the “Apps” section.
2. Click “Add Apps” and search for “ActiveCampaign Bot.”
3. Click the “Add” button.
4. Click the “Connect your account” button.
5. A modal window will appear. Enter your API URL, Key, and ActiveCampaign Account domain into the fields provided. To locate your API information, visit “Getting Started with the API.”
6. Click the “Save” button.

A confirmation message will appear, and your ActiveCampaign account will be connected to Slack.

Disconnect the ActiveCampaign Bot for Slack integration

1. From your Slack instance, go to Apps > ActiveCampaign.
2. Click the “Disconnect your account” button.
3. A modal window will appear. Click the “Disconnect” button.

Manage notifications

You can send notifications to yourself in Slack when an action in ActiveCampaign occurs. To set this up:

1. From your Slack instance, go to Apps > ActiveCampaign.
2. Click the “Manage notifications” option.
3. A modal window will appear. Select a list or all lists from which you want to receive notifications.
4. Select the action you want to be notified about in the following dropdown. Note that you can select more than one option.
5. Click the “Save” button.

As the selected actions happen in your ActiveCampaign account, a notification will appear under the “Messages” section of the ActiveCampaign Bot for Slack app.

Perform quick actions in Slack with the ActiveCampaign Bot

Once you configure the ActiveCampaign Bot for Slack app, you can use it to manage contacts, update deal records, view campaign drafts, send test campaigns, and manage account records.

Manage contacts in Slack

To manage a contact record in Slack, you must copy and paste the contact record URL into any Slack channel or direct message. To do so, search for a contact in ActiveCampaign and open their contact record. Then, copy the URL in the URL bar and paste it into any Slack channel or direct message.

You can also manage a contact when a contact record URL is shared with you in any Slack channel or direct message.

Once the contact record URL is posted to a channel or direct message, the contact record will unfurl and display the contact’s name, company name, job title, email address, and phone number.

Depending on your plan, you can use the quick actions below the contact information to add the contact to an active automation, update their personal information (name, email, and phone number) and custom fields, add the contact to a deal, or add the contact to an account.

Select custom fields
Applies to Contact, Account, and Deal custom fields

If you have a set of custom fields you use often, you can add them as preferences and update their values via the Slack Bot.

To add custom fields to the ActiveCampaign Slack bot:

1. From Slack, click the ActiveCampaign option under “Apps.”
2. Under “Connect your account,” click the “Field preferences” option.
3. A modal window will appear. Depending on your plan, you can select up to 10 custom fields for Contacts, Accounts, and Deals.
   
4. When finished, click the “Save” button.

Update deal records in Slack

To update a deal record in Slack, you must copy and paste the deal record URL into any Slack channel or direct message. To do so, search for a deal in ActiveCampaign and open the record. Then, copy the URL in the URL bar and paste it into any Slack channel or direct message.

You can also manage a deal when a deal record URL is shared with you in any Slack channel or direct message.

Once the deal record URL is posted to a channel or direct message, the deal record will unfurl and display the deal’s name, value, description, primary contact, associated account, and account owner.

Use the quick actions below the deal information to update the deal’s title, status, pipeline, stage, and custom fields. You can also add a note to the deal by clicking “Add a Note.”

View and test campaigns

You can view and test any direct or automated campaign of any status with the ActiveCampaign Bot.

To do so, search for a campaign in ActiveCampaign and click “Edit” to open it. Then, navigate to the campaign summary page, copy the URL in the URL bar, and paste it into any Slack channel or direct message.

You can also manage a campaign when a campaign summary page URL is shared with you in any Slack channel or direct message.

Once the campaign summary page URL is posted to a channel or direct message, the campaign will unfurl and display the campaign name, sender name, sender email, status, scheduled send date, lists, subject line, and preheader text.

Use the quick actions below the campaign information to view the campaign’s summary page in your ActiveCampaign account or send a test version of the campaign to yourself or any colleague.

Manage account records in Slack

To manage an account record in Slack, you must copy and paste the account record URL into any Slack channel or direct message. To do that, you can go to Contacts > Accounts in ActiveCampaign and search for an account. Open the account record, copy the URL in the URL bar, and paste it into any Slack channel or direct message.

You can also manage an account when an account record URL is shared with you in any Slack channel or direct message.

Once the account record URL to a channel or direct message, the account record will unfurl and display the account’s name, website, number of contacts associated with the account, date, and phone number.

You can use the quick actions below the account information to view the account record in your ActiveCampaign account, update a field, add a note, and add a deal.

Use shortcuts to create and search for records in Slack

You can quickly search for and create new records in Slack.

Create a record

1. From your Slack instance, click the plus button in the message composer.
2. A modal window will appear. Use the search bar to locate the “Create a record with ActiveCampaign Bot” shortcut.
3. A modal window with a dropdown will appear. Use the dropdown to select the type of record you want to create. You can choose from Contact, Account, Task, and Deal.
4. Follow the prompts to create the record.
5. Click the “Add” button.

The integration will add the record to your ActiveCampaign account.

Note that you can also access this shortcut by searching for “ActiveCampaign” in the search bar and selecting “Create a record.”

Search for a record

Use this shortcut to search for a record and then take action, such as adding a contact to an automation, viewing record information, etc.

1. From your Slack instance, click the plus button in the message composer.
2. A modal window will appear. Use the search bar to locate the “Search for a record with ActiveCampaign Bot” shortcut.
3. A modal window with a dropdown will appear. Use the dropdown to select the type of record you want to locate. You can choose from Contact, Account, Task, Deal, and Campaign.
4. Follow the prompts to search for the record.
5. Click the “Search” button.

You can also access this shortcut by searching for “ActiveCampaign” in the search bar and selecting “Search for a record.”

Create Contact and Deal tasks in Slack

You can use the ActiveCampaign Bot to create Contact and Deal tasks. You can add these tasks from any Slack message you have access to. Once you create the task, it will appear on the selected record in your ActiveCampaign account.

1. Select the Slack message from which you would like to create a task.
2. Hover over the message and click the “Create a task in ActiveCampaign Bot” option.
3. A modal window will appear. Choose between Contact and Deal, then click the “Next” button.
4. Complete the fields on the next screen and click the “Create” button.