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💡CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right hand corner!
We created ActiveCampaign Managed Package fields that a Salesforce Admin can add to the record layout for the Opportunity Object. These fields are: ActiveCampaign Sync Status ActiveCampaign Last Sync We also added Opportunities to our Sync Dashboard so you can track the outbound sync and view any errors that are found.
Once a lead is converted to a contact in Salesforce, the ActiveCampaign ID and Marketing Activities will carry over to the contact record page in Salesforce. Tags in ActiveCampaign will also update for the converted contact. This update happens when the sync updates the contact in ActiveCampaign from Salesforce. The “created-from-salesforce-contact” tag will replace the “created-from-salesforce-lead” tag and a new tag of “salesforce-lead-converted-to-contact” tag will be added.
If a lead or contact is deleted in Salesforce, the integration will not delete the contact in ActiveCampaign. If the contact or lead you deleted in Salesforce is updated/edited in ActiveCampaign, then a sync will be triggered and the contact or lead will be added back to your Saleforce account. To prevent this from happening, you will need to remove either of these tags from the contact record in ActiveCampaign: added-to-salesforce-contact added-to-salesforce-lead Once these tags are removed from the contact record in ActiveCampaign, the sync will not run.
We do not support historical syncing. Once this feature is enabled, you would need to edit an existing Opportunity record in order to sync it. If you want to make an edit, it needs to be on one of the four fields that are syncing to ActiveCampaign. As a reminder these four fields are: Name Amount Stage Close Date If updates are made to fields outside of this defined set, the Opportunity will not sync to ActiveCampaign.
💡 CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right-hand corner!
Looking to do a very basic edit to AC Forms by increasing the font size on the custom field labels, however with the CSS inspector I can’t seem to make any changes. As seen in the current CSS edits, i even tried using !important to overwrite the style but no luck. Any advice on how to achieve this would be wonderful.
Hello, I just created a new campaign and when I send a test email and click on the link in the mail the following error pops up: “This website cannot provide a secure connection. http://octiive.lt.emlnk9.com sent an invalid response. ERR_SSL_PROTOCOL_ERROR” Is anyone able to help me? Many thanks!
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