ActiveCampaign Integration Follow

ActiveCampaign as the name suggests lets you manage sales automation for your contacts. You can leverage upon ActiveCampaigns sales automation capabilities and stay connected with your prospects and contacts. To maintain a sync between Salesmate and ActiveCampaign you can use Salesmate Workflow Webhooks to connect the two. Here's an example of how you can achieve this:

Update ActiveCampaign Contact data as it is updated in Salesmate

You can set up a workflow to achieve this

• Go to Setup > Sales Automation > Workflow Management
• Click +New Rule

• Set the Basic Information
  • Module: Contact
  • Rule Name: AC: Update Contact Data
  • Description: Update Contact Information to ActiveCampaign from Salesmate upon setting the "AC: Update Contact" field to "Yes"

• Execute On:
  
  • Field Update: AC: Update Contact ( We have created this field as a Custom field of type boolean and used it here )
  • From: No to Yes

Note: In case you want to push the contact to Active Campaign when the contact is created or updated select "Create or Update" on Step 2. Execute On

• Rule Criteria: Fields are not empty ( Set the relevant criteria as required by you )

Note: You can skip this step unless you want the fields to be compulsorily filled in for the workflow to execute.

• Actions: Call Webhooks
• Method: POST
• URL to Notify: https://<activecampaigndomain>.api-us1.com/admin/api.php (Refer ActiveCampaign API documentation > http://www.activecampaign.com/api/ )
• As we are syncing contacts between Salesmate and ActiveCampaign we will set the Webhook as per the following API: http://www.activecampaign.com/api/example.php?call=contact_sync
• Header: Do not specify any fields

• Body: Set the necessary fields and the fields which you wish to update to ActiveCampaign along with the required keys as below,
• key: api_action, value: contact_sync
• key: api_key, value: 6xxxxxxxxxxxxxxxxxxxxxxxxxx5
• key: email, value:{{Contact.email}}
• Key and values should match as mentioned in the ActiveCampaign API documentation. 
• Here's how you can fetch your API key: https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-started-with-the-API#how-to-obtain-your-activecampaign-api-url-and-key

• Note: Above values for api_key and email are required values to be mentioned for the call to work, and api_key is a dummy key value specified. Please use the API key from your account.

Note: If you are using any custom fields, please configure them according to field names as set in Active Campaign.

Example: 

This will push your Salesmate Data to ActiveCampaign.

In case you have any questions feel free to get in touch with our support team over chat OR at help@salesmate.io