Salesforce Integration

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Salesforce Integration: Contacts stuck during sync after Hyperforce migration

Introduction

The ActiveCampaign Salesforce Integration allows users to seamlessly synchronize contacts between ActiveCampaign and Salesforce. However, users may experience instances where contacts become stuck during the sync process, particularly following an Org migration such as Hyperforce. This situation can hinder the flow of data and disrupt marketing operations. Resolving these issues promptly is essential to ensure that your marketing campaigns run smoothly without any interruptions.

How to Access This Feature

To access the Salesforce Integration and address the sync issues after a Hyperforce migration, users must be logged into their Salesforce account with a profile that includes Salesforce System Administrator permissions. It is essential to ensure that the ActiveCampaign Package Manager permission set is granted.

Step-by-Step Instructions

Follow these detailed steps to resolve the syncing issue:

1. Log into your Salesforce account and navigate to the ActiveCampaign Setup Wizard. 2. Click the **Edit** button under the Systems Connections section. 3. Open a separate tab or window and log into your ActiveCampaign account to retrieve your API URL and Key. Ensure these are obtained from the Primary Admin of your ActiveCampaign account. 4. Paste the ActiveCampaign API URL and Key into the corresponding fields in your Salesforce account. 5. Click the **Next** button to proceed. 6. On the Authorize ActiveCampaign to Salesforce page, locate and click on the **Reauthorize** button. You may need to enter your Salesforce username and password during this step. 7. Finally, click **Finish** to complete the setup.

Testing the Connection

After re-establishing the connection, test the setup by following these steps:

1. Stage data in your ActiveCampaign account by either:

  * Editing a contact record that previously synced.
  * Adding a contact to one of the Salesforce automation actions (Add Lead/Contact).
  

2. Wait approximately 10 minutes for the data to sync to Salesforce. 3. Verify that the data was successfully sent to Salesforce by:

  * Viewing the ActiveCampaign for Salesforce Health dashboard.
  * Checking the staged record to confirm updates or additions.

Configuration Options and Settings

It is important to be aware of the specific configuration options needed for the Salesforce Integration:

• ActiveCampaign Setup Wizard - The primary interface for configuring the integration.
• Systems Connections - Where you manage the connection settings between Salesforce and ActiveCampaign.
• API URL and Key - Unique identifiers required for establishing a secure connection.

Best Practices and Tips

To ensure a smooth operation of the Salesforce Integration, consider the following best practices:

• Always confirm that you have the correct API URL and Key from the Primary Admin in your ActiveCampaign account.
• Regularly check the ActiveCampaign for Salesforce Health dashboard to monitor the integration status and troubleshoot any potential issues.
• Reauthorize connections promptly if any sync issues arise, especially after any significant changes to your Salesforce Org.
• Utilize the staging process to ensure proper data transitions, especially when managing multiple contacts.

Common Use Cases with Examples

Here are common scenarios where the Salesforce Integration plays a vital role:

• When a sales team adds a new lead in Salesforce, the integration can trigger a welcome email sequence in ActiveCampaign automatically.
• If a contact's status is updated in Salesforce, such as moving from a lead to a customer, this change can reflect in ActiveCampaign, allowing marketers to target communications accordingly.

Troubleshooting Section

If contacts remain stuck during sync after completing the above steps, consider:

• Verifying that the correct permissions are set for the user logged into Salesforce.
• Checking if there are ongoing issues with the Salesforce platform or ActiveCampaign that may affect the sync.
• Reviewing integration settings to ensure they match configurations outlined in the official ActiveCampaign documentation.

Related Features

The Salesforce Integration interacts closely with various features within ActiveCampaign:

• Automation - Utilize this feature to automate actions based on changes within your sales pipeline.
• Contact Lists - Important for segmenting users and targeting specific campaigns based on CRM data.

FAQ

Q1: What should I do if my contacts are still stuck after reauthorizing? A1: Ensure that the permissions are correctly set for your Salesforce account and check for any ongoing outages with both platforms.

Q2: Can I perform the sync as a regular user? A2: No, you must have a Salesforce System Administrator profile to access and configure the integration settings.

Q3: How long does it typically take for the data to sync? A3: Data synchronization usually takes about 10 minutes once the setup is correctly configured.

Q4: What if I forget my API URL or Key? A4: You must obtain the API URL and Key from the Primary Admin of your ActiveCampaign account.

Q5: Are there any limitations to staging data? A5: Staging data generally includes editing existing contacts or adding new ones, but ensure that they are correctly configured to sync without duplications.

Q6: Will I lose my data if the sync fails? A6: Data in both ActiveCampaign and Salesforce remains unchanged unless explicitly modified during sync operations.

Q7: How can I monitor the health of the integration? A7: Use the ActiveCampaign for Salesforce Health dashboard to check the status and resolve any issues quickly.

By following the outlined instructions and best practices, users can effectively troubleshoot and maintain their Salesforce Integration, ensuring continuous and reliable data synchronization. ```