How to Connect to Salesforce – eduConverse

The eduCRM (ActiveCampaign) Salesforce integration provides a two-way sync between your eduCRM account and your Salesforce account.

This integration will let you:

Add Salesforce leads and contacts into eduCRM
Add eduCRM contacts into Salesforce as contacts and leads
Sync updates between the two platforms when a contact or lead record changes in either platform
Sync Salesforce Opportunities to eduCRM
Create bi-directional sync between your eduCRM account fields and Salesforce account object fields
Send a campaign created in eduCRM to a lead or contact from their Salesforce record
Enter the inquiry or contact into an automation created in eduConverse from their Salesforce record

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

Take note

You will need a Salesforce account with Lightning Experience enabled to use this integration. This will not work with Salesforce Classic.
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 components to the Lead and Contact page layouts in Salesforce.
Leads and contacts in Salesforce need to have an email address in order to be synced.
This integration does not support Salesforce Person Accounts
To uninstall the ActiveCampaign Salesforce integration, see this Salesforce help article on how to uninstall a package. Once the package is uninstalled, data will no longer sync.
In addition, you will not be able to use any of the ActiveCampaign components in your Salesforce account. However, previously synced data will not be deleted.

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 for 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 the 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 websites" 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.

Assign permission sets to Salesforce users

There are two permission sets for Salesforce users: one for the user(s) who will configure and maintain the integration and the other for the user(s) who will interact with ActiveCampaign components and view activities.

ActiveCampaign Package Manager Permission set
Available with version 1.38. This is for user(s) who will configure and maintain the integration.
ActiveCampaign Standard User Permission set
This is for user(s) who will interact with ActiveCampaign components and view activities.

Assign the ActiveCampaign Package Manager Permission set

In your Salesforce account, click the gear icon then click "Setup."
Click "Users" in the left menu. The Users menu will expand.
Click "Permission Sets."
The Permission Sets page will load. Click "ActiveCampaign Package Manager."
The "ActiveCampaign Package Manager" permission set will open. Click the "Manage Assignments" button.
Click the "Add Assignments" button.
Check the box next to the user(s) that you would like to assign the permission set to.
Click the "Assign" button.

ActiveCampaign Standard User Permission set

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

This permission set should be applied to all users who are updating records in Salesforce for synced contacts and leads. Once this permission is set:

Changes made to synced contact and lead records will be tracked by the ActiveCampaign Salesforce integration
Updated contact and lead records will have a "Waiting for next sync" status in Salesforce. This will allow the integration to sync updates to ActiveCampaign

Assign the ActiveCampaign Standard User Permission set

In your Salesforce account, click the gear icon then click "Setup."
Click "Users" in the left menu. The Users menu will expand.
Click "Permission Sets."
The Permissions Sets page will open. Click "ActiveCampaign Standard User."
The "ActiveCampaign Standard User" permission set will open. Click the "Manage Assignments" button.
Click the "Add Assignments" button.
Check the box next to the user(s) that you would like to assign the permission set to.
Click the "Assign" button.

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 Setup Assistant, add your account API key to Salesforce, and authorize your account to access your Salesforce account.

This setup is done through your Salesforce account and should only take a few moments to complete. Here's how:

A. Access the "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.

B. Add your account API key to Salesforce

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

2. Provide your account 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 an error message, 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.

C. 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 your account to contact and lead fields in Salesforce.

For Contact and Lead Field Mapping: You choose how data will sync between Salesforce and ActiveCampaign for each field. This is not available for Account field mapping.
For ActiveCampaign to Salesforce:
- Always allow ActiveCampaign to update Salesforce
- Only update if empty Salesforce
- Never allow ActiveCampaign to update
For Salesforce to ActiveCampaign:
- Always allow Salesforce to update
- Only update if empty in ActiveCampaign
- Never allow Salesforce to update
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 your account to any fields in Salesforce.
Decimals, commas, and currency symbols are supported if you are mapping to an ActiveCampaign text input field. Learn about supported field mapping combinations.

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

Map standard lead fields

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

First Name
Last Name
Email
Phone
Account

If you would like to modify the default mappings, 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.

Map custom lead fields

You can map eduCRM 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.

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

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

1. Click the "Add Mapping" button. A row will appear with two dropdown fields. The left dropdown contains all of your account's custom contact fields and the right dropdown contains all Salesforce lead fields.

2. 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.

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

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

Map standard contact fields

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

First Name
Last Name
Email
Phone

Next, select your preferred sync options under "ActiveCampaign to Salesforce" and "Salesforce to ActiveCampaign."

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

Map custom contact fields

You can map 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.

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

How to map custom contact fields to Salesforce custom contact fields

1. Click the "Add Mapping" button. A row will appear with two dropdown fields. The left dropdown contains all eduCRM custom contact fields and the right dropdown contains all Salesforce lead fields.

2. 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 your account will be listed in this dropdown.

3. Click the dropdown under "Salesforce Field" and select the Salesforce field you wish to map a custom field to.Note that you will need to complete steps 1-3 above to map all desired custom fields from ActiveCampaign.

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

Map account fields

You can set up a bi-directional sync between your account object fields and Salesforce Account object fields.

1. Click the "Salesforce Account Field Mapping" toggle to set it to the "On" position.

2. The Account field will already be mapped to the Salesforce Account Name field for you. To map additional account fields, click the "Add Mapping" button.

3. Click the "Select ActiveCampaign Field" dropdown and click the field you wish to map. Note that all Account fields you've created in your eduConverse account will be listed in this dropdown.

4. Click the dropdown under "Salesforce Field" and select the Salesforce field you wish to map the account field to. Note that you will need to complete steps 2-4 above to map all desired Account fields from ActiveCampaign.

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

Setup Step 3: Configure outbound sync settings

In this step, you determine which Salesforce leads and contacts will sync over to your account and how often the sync will run. This includes:

Syncing leads and contacts to your account. This will create a new contact record in eduCRM.
Syncing updates made to contact and lead records. This will push an update to contact records in eduCRM when updates are made to records in Salesforce for synced contacts and leads

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

Learn how syncing works by reading the "How syncing works with the ActiveCampaign Salesforce integration" help article.

Note that we'll sync Account object data if the contact being synced is associated with an Account. No additional configuration is needed.

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 your account.
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 your account by clicking any of the following options:

Not using Contacts
Select this option if you are not syncing contacts from Salesforce into your account.
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 your account from Salesforce
Updating previously synced contacts in your account 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 your account.

Setup Step 4: Enable the CX Automation component

If you wish to use the CX (Customer Experience) Automation component, you'll need to enable it from the ActiveCampaign Setup page in your Salesforce account. The CX Automation component requires Salesforce Lightning.

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

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

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

Then click the "Finish" button.

Integration next steps

Review the following resources for next steps and additional information about this integration.