Sync new leads and contacts to Salesforce with automation

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Sync New Leads and Contacts to Salesforce with Automation

Introduction

The ability to sync new leads and contacts to Salesforce with automation is a powerful feature offered by ActiveCampaign designed to streamline your sales processes. By integrating Salesforce with your ActiveCampaign account, you can ensure that all new leads and contacts are automatically transferred, allowing your sales team to act quickly and efficiently. This feature is particularly important for organizations that rely heavily on timely communication with leads, enabling seamless lead management and tracking.

This automation not only enhances your workflow but also ensures that your sales data remains consistent across platforms, promoting collaboration and reducing the risk of data silos.

How to Access This Feature

To utilize the feature of syncing new leads and contacts to Salesforce, you will first need to have an active integration between ActiveCampaign and your Salesforce account. This feature is available for the **Enterprise** plan and works with all Salesforce plans. Make sure your ActiveCampaign account is set up correctly to take advantage of this automation.

Step-by-Step Instructions

To add leads and contacts to Salesforce using ActiveCampaign automation, follow these steps:

1. Navigate to the **Automations** section of your ActiveCampaign account.
2. Locate the automation you wish to update and click the **Edit** button.
3. In the right menu of the automation builder, click the **Salesforce** tab.
4. Drag either the **Create a contact in Salesforce** or **Create a lead in Salesforce** action into your automation workflow.
5. A modal will open displaying your Salesforce account in the dropdown list. Select the appropriate account and click the **Save** button.

Your action is now added to your automation. It is essential to note that only contacts who reach this action in your automation will be synced to Salesforce from this point onward.

Configuration Options and Settings

When configuring the automation actions, keep the following options and functionalities in mind:

• **Create a contact in Salesforce**: This action is utilized to create contact records in Salesforce from leads that have been captured in ActiveCampaign.
• **Create a lead in Salesforce**: This action adds new leads in Salesforce based on contacts reached during your automation process.

Remember, there is no separate automation action for creating an account in Salesforce because account data syncs automatically if the leads and contacts you are syncing are associated with an account.

Before adding or editing these actions in an active automation, ensure you set the automation to **Inactive** first. Once you have completed your changes, reactivate it to allow contacts to continue navigating through your automation seamlessly.

Best Practices and Tips

• Always ensure that your integrations are correctly set up prior to initiating any automation syncs.
• Periodically review the integration settings in Salesforce to ensure that the ActiveCampaign components and fields are properly added to page layouts for optimal visibility and data management.
• Regularly monitor your automation workflows to ensure they are functioning as expected and that contacts are being synced to Salesforce without error.
• It is crucial to verify that any data updates in either system—ActiveCampaign or Salesforce—are reflected correctly in the opposite system during sync to maintain accurate records.

Common Use Cases

• **Lead Conversion**: Automatically create Salesforce leads from contacts entering your automated marketing campaigns, ensuring timely follow-up from your sales team.
• **Data Consistency**: Maintain accurate and up-to-date records across ActiveCampaign and Salesforce, reducing manual data entry and potential errors.
• **Customer Relationship Management**: Track marketing engagement through ActiveCampaign while ensuring all pertinent lead information is available in Salesforce.

Troubleshooting

If you encounter issues with syncing new leads and contacts, consider the following troubleshooting steps:

• Verify that your ActiveCampaign and Salesforce integration is active and properly configured.
• Ensure that the automation is set to **Active** after making changes.
• Check for any discrepancies in the ActiveCampaign contact records that may affect syncing.
• Confirm that you are utilizing the appropriate actions for the contacts or leads intended for synchronization.

FAQ

What plans support the Salesforce automation feature?

This feature is available for the **Enterprise** plan of ActiveCampaign, and it is compatible with all Salesforce plans.

How does syncing work with ActiveCampaign and Salesforce?

Once a contact reaches either the **Create a contact in Salesforce** or **Create a lead in Salesforce** action, they will be queued for synchronization, and their records will reflect tagging based on whether they are a lead or contact.

Do I need to do anything special after adding actions to my automation?

Yes, always set your automation to **Inactive** before editing, and reactivate it once your changes have been saved.

Can I sync existing leads and contacts to Salesforce?

Existing leads and contacts that are already in Salesforce cannot be converted by pushing them back via the automation actions. A new record will be created instead.

How can I view the sync status and related data for contacts in Salesforce?

To view sync status and related information, you need to add ActiveCampaign components and fields to the page layouts in Salesforce.

What happens if I change contact information in ActiveCampaign?

Any updates made in ActiveCampaign will be sent to Salesforce during the next scheduled sync and vice versa.

Where can I find more information about this process?

For further detailed documentation, check out the relevant articles in the ActiveCampaign help center, including the section on How to add ActiveCampaign components and fields to Salesforce.

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