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
- Navigate to the Profile Icon on the top right corner
- Click on the Set Up
- Head over to Automations category
- Click on Workflow Management
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
Rule Criteria
- Rule Criteria: Fields are not empty ( Set the relevant criteria as required by you )
Actions
- Select the Action as 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.
Example:
|
Custom field values. Example: field[345,0] = 'value'. In this example, "345" is the field ID. Leave 0 as is. 'value' will be the salesmate field mapped to this respective field of Active Campaign |
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
Comments
0 comments
Article is closed for comments.