šŸ’” Set up the Salesforce Integration with ActiveCampaign in 6 Minutes

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:bulb: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!

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:star2: Quick Guide: Setting Up Salesforce Integration with ActiveCampaign :star2:

Looking to enhance your CRM capabilities by integrating Salesforce? Hereā€™s a streamlined process to connect Salesforce with ActiveCampaign in just six minutes:

  1. Prepare Your Tools: Before anything, set up your custom domain and install the ActiveCampaign Salesforce app in your Salesforce account.
  2. Access the Setup Page: In Salesforce, navigate to the app by clicking on the three dots in the upper left corner, search for ā€œActiveCampaignā€, and go to the setup page.
  3. Authorize API Credentials: Enter your API account URL and key (found in ActiveCampaign account settings under ā€˜Developerā€™) and click ā€˜Authorizeā€™ to establish the connection.
  4. Confirm Connection: Follow the prompts to confirm the connection, then click ā€˜Finishā€™.
  5. Dynamic Field Mapping: Click the blue ā€˜Continueā€™ button to start mapping Salesforce fields to ActiveCampaign fields. This includes mapping for leads, contacts, accounts, and opportunities, both for core and custom fields.
  6. Sync Settings: Set your sync preferences for how data should update between Salesforce and ActiveCampaign. This ensures both platforms have the most relevant and updated data.

For a detailed walkthrough and additional tips on making the most of this integration, check out the video below. Streamline your customer journey and never let a prospect slip through the cracks again! :rocket::link:

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