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.
No, this integration does not work with Salesforce Classic. You will need Salesforce Lightning to use this integration.
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.
If you wish to uninstall the ActiveCampaign Salesforce integration, you must do so from your Salesforce account. Please see the "Uninstalling a Package" help article from Salesforce for more information.
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.
The following tags are applied to contacts in ActiveCampaign when they are added to or from Salesforce as a lead or contact:
- added-to-salesforce-contact
Any contact added to Salesforce as a contact from ActiveCampaign will receive this tag. - added-to-salesforce-lead
Any contacts added to Salesforce as a lead from ActiveCampaign will receive this tag. - created-from-salesforce-contact
Any contact added to ActiveCampaign from Salesforce via this integration will receive this tag. - created-from-salesforce-lead
Any lead added to ActiveCampaign from Salesforce via this integration will receive this tag. - salesforce-lead-converted-to-contact
Any previously synced lead who was converted to a contact in Salesforce.
You can send geo-location data to Salesforce from eduCRM 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 from a contact or lead's IP address cannot be synced.
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.
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:
- added-to-salesforce-contact
- added-to-salesforce-lead
Once these tags are removed from the contact record in ActiveCampaign, the sync will not run.
Yes. We will follow your Active Lead Assignment rules in Salesforce each time information is synced.
Salesforce Opportunity FAQs
Yes, you can sync Salesforce Opportunities to your account. To learn more, visit How Salesforce Opportunities work.
We do not support historical syncing. Once this feature is enabled, you would need to edit an existing Opportunity record in order to sync it.
If you want to make an edit, it needs to be on one of the four fields that are syncing to ActiveCampaign. As a reminder these four fields are:
- Name
- Amount
- Stage
- Close Date
If updates are made to fields outside of this defined set, the Opportunity will not sync to ActiveCampaign.
The Contact should finish getting created in ActiveCampaign before the Opportunity sync begins. Pending there are no errors, the Opportunity should sync to ActiveCampaign. If there are errors, the Opportunity will stay in “waiting for next sync” or “did not meet sync criteria” and an error will be posted to the Sync Health Dashboard.
We created ActiveCampaign Managed Package fields that a Salesforce Admin can add to the record layout for the Opportunity Object. These fields are:
- ActiveCampaign Sync Status
- ActiveCampaign Last Sync
We also added Opportunities to our Sync Dashboard so you can track the outbound sync and view any errors that are found.
The first version we are releasing only includes a select set of fields. Changes made outside of Opportunity Name, Stage, Amount, and/or Expected Close Date will not be captured by our update triggers and therefore, will not sync to your account.