We are excited to announce an update to the Salesforce integration. This enhancement makes it possible to sync Salesforce Person Accounts with your ActiveCampaign contacts.
Key Features
- Flexible bi-directional sync
This update allows you to sync all newly created Salesforce Person Accounts or Person Accounts that meet a custom criteria. - Dynamic field mapping
Select the ActiveCampaign contact fields and Salesforce Person Account fields you’d like to sync. - Integration tags
This integration generates tags to help you identify and manage contacts included in this Person Account sync.
Benefits
- ActiveCampaign contacts stay updated and consistent with your Salesforce account
You’ll have the accurate data you need to send segmented and personalized marketing to your contacts.
Use Cases
- New Person Account created in Salesforce
Sync this new Person Account with ActiveCampaign to start a welcome series automation. - New contact created in ActiveCampaign
Add the tag ‘added-to-salesforce-person-account’ to create a new Salesforce Person Account and start this sync. - Fields change in ActiveCampaign or Salesforce
When a field in either ActiveCampaign or Salesforce is updated, this bi-directional sync works to keep both records consistent.
Please Note
Before updating to Person Accounts, we recommend testing the Person Account sync functionality. You can do so in a Salesforce scratch org or sandbox environment, as well as an ActiveCampaign sandbox account. This will help verify that the integration works as expected with your specific Salesforce configuration.
Upgrade and/or Setup Instructions
The Salesforce integration is available for all customers on Enterprise.