ActiveCampaign Salesforce Integration FAQs

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ActiveCampaign Salesforce Integration FAQs

The ActiveCampaign Salesforce integration is designed to facilitate a seamless two-way sync between your ActiveCampaign account and your Salesforce account. This integration is essential for businesses that leverage both platforms to manage customer relationships and automate marketing activities effectively. Understanding common questions and issues regarding this integration can significantly improve user experience and efficiency.

Introduction

The integration between ActiveCampaign and Salesforce allows users to synchronize contact information, leads, and opportunities effectively. It not only streamlines your CRM processes but also ensures that your marketing efforts remain aligned with sales activities. As more companies turn to digital platforms for customer relationship management, understanding the nuances of such integrations becomes indispensable.

How to Access This Feature

To use the ActiveCampaign Salesforce integration, you must have an ActiveCampaign account and a Salesforce account on Lightning. You can set up the integration by following the steps outlined in the official documentation provided by ActiveCampaign.

Step-by-Step Instructions

Here’s how to set up the ActiveCampaign Salesforce integration:

1. **Log in to your Salesforce account**: Ensure you are using Salesforce Lightning, as this integration is not compatible with Salesforce Classic. 2. **Set Up Your Domain**: If prompted with an "Unauthorized Endpoint" error, follow the instructions to create a custom domain. Go to Setup > My Domain, and follow the registration process. 3. **Install the ActiveCampaign Integration Package**: Navigate to the ActiveCampaign installation link and add the package to your Salesforce account. 4. **Authorize Accounts**: Once installed, you'll need to authorize the connection between ActiveCampaign and Salesforce, ensuring all necessary permissions are granted. 5. **Configure Sync Settings**: Specify your sync preferences for leads, contacts, and opportunities between the two platforms.

For additional guidance, consult the relevant sections of the integration article.

Configuration Options and Settings

- **Lead Assignment Rules**: ActiveCampaign will adhere to your Salesforce Lead Assignment rules each time data is synced. - **Tags**: Various tags are automatically applied based on the sync status, such as added-to-salesforce-contact and added-to-salesforce-lead. - **Opportunity Syncing**: Sync specific fields for Salesforce opportunities, including Name, Amount, Stage, and Close Date.

Best Practices and Tips

- **Set up a Custom Domain**: To avoid the "Unauthorized Endpoint" error, always create a custom domain for Salesforce before proceeding with the integration. - **Regularly Check Sync Status**: Use the ActiveCampaign Managed Package fields to track the sync status of your opportunities in Salesforce. This includes the ActiveCampaign Sync Status and the ActiveCampaign Last Sync fields. - **Understand Tag Implications**: Be aware that certain tags can prevent deletions from syncing. Monitoring tag management in ActiveCampaign can help streamline data handling.

Troubleshooting

If you encounter issues while using the ActiveCampaign Salesforce integration, consider the following:

1. **Unauthorized Endpoint Error**: Ensure a custom domain is set up correctly in Salesforce. 2. **Sync Issues**: If historical syncs are needed, remember that current settings do not support this feature. Editing existing records may help to force a sync. 3. **Error Reporting**: Check the Sync Health Dashboard for any errors that have occurred during the sync process.

Related Features

- Learn more about the general sync process by consulting the Apps category. - Explore the additional features of Salesforce integration in the Salesforce section.

FAQ

1. Does this integration work with Salesforce Classic?

No, the ActiveCampaign Salesforce integration requires Salesforce Lightning to function.

2. Can I uninstall the ActiveCampaign Salesforce integration?

Yes, the integration can be uninstalled from your Salesforce account. Refer to the "Uninstalling a Package" help article from Salesforce for more details.

3. How do I sync existing contacts and leads from Salesforce?

Currently, there is no one-time historical sync available. You will need to sync contacts and leads continuously moving forward.

4. What tags are created when syncing?

Tags added to contacts include added-to-salesforce-contact, added-to-salesforce-lead, created-from-salesforce-contact, and salesforce-lead-converted-to-contact.

5. What happens if I delete a lead or contact in Salesforce?

Deleting a contact or lead in Salesforce will not remove it from ActiveCampaign. However, syncs may re-add the contact if edits are made in ActiveCampaign.

6. How do I know if an Opportunity was successfully synced?

You can track the sync status of Opportunities using the ActiveCampaign Managed Package fields, which include ActiveCampaign Sync Status and ActiveCampaign Last Sync.

7. Can I send geo-location data to Salesforce?

You can only send geo-location data if it is stored in custom fields in ActiveCampaign. Geo-information gathered from IP addresses is not synced.

This comprehensive guide aims to enhance your understanding and ease of using the ActiveCampaign Salesforce integration. For more information on using ActiveCampaign effectively, please explore the other resources within the Apps and Salesforce sections. ```