Integrate Salesforce with ActiveCampaign

Appy Pie Connect allows you to automate multiple workflows between Salesforce and ActiveCampaign

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

ActiveCampaign Integrations
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Best Salesforce and ActiveCampaign Integrations

  • Salesforce Integration ActiveCampaign Integration

    Salesforce + ActiveCampaign

    Add Contact Note in ActiveCampaign when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    ActiveCampaign Integration Add Contact Note
  • Salesforce Integration ActiveCampaign Integration

    Salesforce + ActiveCampaign

    Create/Update Contact to ActiveCampaign from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    ActiveCampaign Integration Create/Update Contact
  • Salesforce Integration ActiveCampaign Integration

    Salesforce + ActiveCampaign

    Update Contact in ActiveCampaign when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    ActiveCampaign Integration Update Contact
  • Salesforce Integration ActiveCampaign Integration

    Salesforce + ActiveCampaign

    Add Contact Note in ActiveCampaign when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    ActiveCampaign Integration Add Contact Note
  • Salesforce Integration ActiveCampaign Integration

    Salesforce + ActiveCampaign

    Create/Update Contact to ActiveCampaign from New Contact in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    ActiveCampaign Integration Create/Update Contact
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + ActiveCampaign in easier way

It's easy to connect Salesforce + ActiveCampaign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & ActiveCampaign Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ActiveCampaign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to ActiveCampaign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and ActiveCampaign

Salesforce

Salesforce is a customer relationship management (CRM. software. It enables companies to store, manage and analyze customer data in one place. The platform includes sales, support and marketing apps. Salesforce has a customizable interface and can be used across different devices. It supports automation, business intelligence, social media and integration with other platforms.

ActiveCampaign

ActiveCampaign is an all-in-one marketing platform that helps you to grow your email list, create automations, send personalized emails and track your results. It integrates with a variety of other platforms like Salesforce, MailChimp, Appy Pie Connect and Google Analytics. The app is easy to use and comes with training videos, step-by-step tutorials, live chat support and a 24/7 community forum for help.

Integration of Salesforce and ActiveCampaign

ActiveCampaign makes it easy for businesses to create automated workflows in Salesforce. This enables you to organize contacts in Salesforce according to the actions you want them to take. With this feature, you don’t have to worry about forgetting to fplow up with contacts and losing sales opportunities. You can also create campaigns in ActiveCampaign based on the actions taken by your contacts in Salesforce. For example, if your contact signs up for a webinar using a form created in Salesforce, then you can automatically add this contact to a list in ActiveCampaign. This way, you will have an organized contact database that can be used for marketing purposes.

Benefits of Integration of Salesforce and ActiveCampaign

There are several benefits of integrating Salesforce and ActiveCampaign. For instance, if you want to send out an email campaign, then you can easily integrate the two platforms and create an automated workflow. In this case, your email campaign will be sent out automatically based on the actions taken by contacts in Salesforce. You don’t have to manually send out emails or build lists in ActiveCampaign one-by-one. Moreover, if you want to see which contacts have clicked on links within your emails or have visited certain landing pages, then you can easily do so through ActiveCampaign. Your contact data will show up in your account without any hassle or any code changes required. In addition, when you integrate the two platforms together, you can quickly run reports on your contact database using ActiveCampaign’s built-in reporting tops.

The process to integrate Salesforce and ActiveCampaign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.