How syncing works with the ActiveCampaign Salesforce integration

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How Syncing Works with the ActiveCampaign Salesforce Integration

Introduction

The ActiveCampaign Salesforce integration facilitates a seamless **two-way sync** between your ActiveCampaign and Salesforce accounts. This integration allows users to keep **contact**, **lead**, and **Opportunity** records up to date across both platforms, enhancing your marketing and sales workflows. To effectively manage customer relationships, it's crucial to understand how data flows in each direction and how to customize the sync settings according to your organizational needs.

This article provides an in-depth guide on how syncing works, including configuration options, best practices, and common use cases.

How to Access This Feature

To access the synchronization settings between ActiveCampaign and Salesforce, you must have an ActiveCampaign account with the Salesforce integration enabled. An ActiveCampaign account with an **Enterprise** plan is required to utilize this feature. To begin the setup, navigate to the **Apps** section in your ActiveCampaign dashboard and look for the **Salesforce integration** option.

Step-by-Step Instructions

Here are detailed steps on how to set up and manage syncing between ActiveCampaign and Salesforce:

Step 1: Install the Integration

1. From your ActiveCampaign dashboard, locate the Apps menu option. 2. Find and select the Salesforce integration. 3. Follow the prompts to install and authenticate the integration with your Salesforce account.

Step 2: Configure Sync Settings

Once installed, configure the sync settings: 1. Choose the **outbound sync frequency** (how often data syncs from Salesforce to ActiveCampaign). Options include every 1, 2, 3, 4, 6, 8, 12 hours, or once daily. 2. Select which data types to sync:

  - **Contacts**
  - **Leads**
  - **Person Accounts**
  - **Accounts**
  - **Salesforce Opportunities**

3. For each data type, specify the criteria for syncing. You can select from options such as:

  - No records
  - All records created from this point forward
  - Records marked via the **Process Builder**
  - Records meeting specific criteria.

Step 3: Set Up Batch Processing

Configure how records are batched to comply with Salesforce's API call limits. ActiveCampaign sends batches every 10 minutes or when 100 records are updated, whichever comes first.

Step 4: Automate Contact and Lead Creation

Utilize the built-in automation actions to create contacts and leads: - When using the **"Create a contact in Salesforce"** action, tagged records will receive the tag `added-to-salesforce-contact`. - For leads, use the **"Create a lead in Salesforce"** action, tagging them with `added-to-salesforce-lead`.

Configuration Options and Settings

The integration provides flexibility for configuring sync behaviors between ActiveCampaign and Salesforce. Some significant options include:

- **Frequency of Sync:** Options range from every hour to once daily. - **Data Types for Sync:** Choose from contacts, leads, and Person Accounts. - **Sync Criteria:** Set criteria for each data type, choosing between no records, all records, and specific marked records. - **Opportunity Field Mapping:** Enable field mapping for Opportunities to sync specific details like Opportunity Name and Expected Close Date.

Best Practices and Tips

To maximize the effectiveness of your ActiveCampaign Salesforce integration, follow these best practices: - Regularly review and update the sync criteria to align with changing business needs. - Monitor the API usage in Salesforce to ensure you stay within limits, adjusting sync frequencies as needed. - Utilize ActiveCampaign tags effectively to manage records that should sync. - Regularly audit your tags and synced records to ensure data integrity.

Common Use Cases with Examples

1. **Sales Leads Management:** Automatically sync leads from ActiveCampaign to Salesforce to give sales teams real-time access to potential customers. 2. **Contact and Lead Updates:** Ensure that updates made in either ActiveCampaign or Salesforce reflect accurately to maintain up-to-date records. 3. **Opportunity Tracking:** If using Salesforce for opportunity management, sync opportunity data to keep marketing and sales teams in sync regarding potential deals.

Troubleshooting

If you encounter issues with the ActiveCampaign and Salesforce sync, consider the following steps: - Confirm that the integration is properly set up and configured according to the defined sync criteria. - Check Salesforce API limits to determine if you have reached the daily quota. - Ensure that the required tags for syncing are correctly applied to contacts and leads. - If issues persist, consult the ActiveCampaign support documentation or reach out to customer support.

Related Features

For further integration capabilities and features, explore: - Apps - Salesforce

FAQ

1. What happens when fields are updated in both ActiveCampaign and Salesforce?

In cases of conflicting updates, Salesforce is treated as the primary source of information.

2. Can I disable syncing for certain records?

Yes, by selecting specific criteria in the **Outbound Sync Settings**, you can exclude records from syncing.

3. How often can I schedule syncs?

You can set sync frequency to every 1, 2, 3, 4, 6, 8, or 12 hours, or once daily.

4. What tags are assigned to synced records?

Contacts, leads, and Person Accounts receive relevant tags, facilitating tracking in both platforms.

5. How is an Opportunity synced from Salesforce to ActiveCampaign?

Syncing for Opportunities is enabled during the integration setup, and fields like Opportunity Name and Amount are automatically mapped.

6. Is it necessary to install the Salesforce package in Salesforce?

Yes, the ActiveCampaign package must be installed within your Salesforce account to facilitate the integration.

7. How can I stop the integration?

To completely stop the sync, uninstall the ActiveCampaign package from your Salesforce account.

This comprehensive guide aims to provide clarity on how syncing works with the ActiveCampaign Salesforce integration, enabling users to efficiently manage data flow between their tools and improve overall customer engagement. ```