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Quickly connect ActiveCampaign to Salesforce with a Zapier template.

Our most popular template

Add new Salesforce leads to ActiveCampaign
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Salesforce + ActiveCampaign
Add new Salesforce contacts to ActiveCampaign as subscribers
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Salesforce + ActiveCampaign
Update ActiveCampaign contacts with updated Salesforce records
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Salesforce + ActiveCampaign
Add new ActiveCampaign contacts to Salesforce as leads
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ActiveCampaign + Salesforce
Create Salesforce leads when new contacts are added to ActiveCampaign lists
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ActiveCampaign + Salesforce
Create Salesforce leads from new ActiveCampaign leads
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ActiveCampaign + Salesforce

Add new Salesforce leads to ActiveCampaign

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Salesforce + ActiveCampaign

Add new Salesforce contacts to ActiveCampaign as subscribers

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Salesforce + ActiveCampaign

Update ActiveCampaign contacts with updated Salesforce records

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Salesforce + ActiveCampaign

Add new ActiveCampaign contacts to Salesforce as leads

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ActiveCampaign + Salesforce

Create Salesforce leads when new contacts are added to ActiveCampaign lists

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ActiveCampaign + Salesforce

Create Salesforce leads from new ActiveCampaign leads

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ActiveCampaign + Salesforce

Create Salesforce leads from new ActiveCampaign contacts added to lists
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ActiveCampaign + Salesforce
Create or update ActiveCampaign contacts from new Salesforce outbound messages
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Salesforce + ActiveCampaign

How Zapier works

Zapier makes it easy to integrate ActiveCampaign with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from ActiveCampaign

A trigger is an event that starts your Zap and runs the workflow. For example, with ActiveCampaign, a trigger could be "New or Updated Custom Object Record."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ActiveCampaign to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about ActiveCampaign + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ActiveCampaign and Salesforce

How do I set up the integration between ActiveCampaign and Salesforce?

To set up the integration, you need to create a Zap, select Salesforce as your trigger app with an event such as 'New Lead', and then choose ActiveCampaign as your action app with an event like 'Create/Update Contact'. Follow the guided instructions to authenticate both accounts and map fields appropriately.

What triggers are available for the ActiveCampaign and Salesforce integration?

For Salesforce, common triggers include 'New Lead', 'Updated Opportunity', and 'New Custom Object'. On ActiveCampaign's side, you can use actions like 'Create/Update Contact' or 'Add Note to Deal' that respond to these triggers.

Can I update a contact in ActiveCampaign when a lead is updated in Salesforce?

Yes, you can set Salesforce as the trigger with an event 'Updated Lead'. This will permit our integration to carry out an action in ActiveCampaign such as 'Create/Update Contact', ensuring that your contact details are synchronized across platforms.

Is it possible to create a follow-up task in Salesforce from an email opened in ActiveCampaign?

Absolutely. By using the trigger 'Email Opened' in ActiveCampaign, you can set up an action in Salesforce such as 'Create New Task'. This would allow seamless workflow automation for follow-up activities.

How do I map custom fields between Salesforce and ActiveCampaign?

During the setup of your Zap, after selecting your trigger and action events, you'll reach a step where you can map standard and custom fields from one platform to another. Make sure you've created these custom fields ahead of time so they can be matched appropriately.

What happens if there’s an error during data transfer between the two platforms?

Our system will notify you immediately if there's any issue during data transfer with detailed error messages. Typically, these errors might occur due to incorrect field mapping or authentication issues. Troubleshoot by checking these areas first.

Can I perform bulk updates using this integration?

The integration primarily handles record changes on a one-by-one basis triggered by events such as new entries or updates. For bulk actions, consider exporting data from one platform and importing into another manually if needed.

Practical ways you can use ActiveCampaign and Salesforce

Revenue Tracking

Tracking and analyzing revenue streams to maximize profitability and opportunities for scale.

Business Owner

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Automated System Health Checks

Running automated diagnostics and monitoring for infrastructure to ensure system uptime and reliability.

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Campaign Performance Analysis

Analyzing performance metrics for marketing campaigns to assess ROI and optimize future strategies.

Marketing & Marketing Ops

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
Try It
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
Try It
- List
  Required
- Importer_note
Trigger
Instant
Try It
- List
  Required
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
Try It
- Name
  Required
- Website
- Owner
Action
Write
- Account ID
  Required
- Name
  Required
- Update Only
  Required
- Account Owner
- Website
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
Action
Write
- Automation
  Required
- Automation Run
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Account ID
  Required
- Job Title
Action
Write
- Contact ID
  Required
- Subscriber Email
  Required
- Action
  Required
- Existing Tags
- Tags
Action
Write
- Custom Object
  Required
- Record ID
- External ID
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account ID
- Contact Email Address
- Description
Action
Write
- Task ID
- Title
  Required
- Contact ID
  Required
- Note
  Required
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Action
  Required
- List
  Required
- Contact ID
  Required
- Subscriber Email
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- Request Method
  Required
- Request URL
  Required
- Query string parameters
- Additional request headers
- Request Body
Action
Write
- Account ID
  Required
- Email Address
- Phone Number
Action
Search
- Title
  Required
- Contact Email Address
Action
Search
- Deal Task Title
  Required
- Deal ID
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account ID
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Record ID
Action
Write
- Salesforce Object
  Required
- Record ID
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- Request Method
  Required
- Request URL
  Required
- Query string parameters
- Additional request headers
- Request Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Account ID
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Custom Object
  Required
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- Importer_note
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Event
  Required
- Tag
Trigger
Instant
Try It
- Account ID
  Required
- Name
  Required
- Website
Action
Write
- List
  Required
- Account ID
  Required
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- Automation
  Required
- Subscriber Email
  Required
Action
Write
- Email Message
  Required
- List
  Required
- Name
  Required
Action
Write
- Account ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
  Required
- Contact ID
  Required
- Note
  Required
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Contact ID
  Required
- Deal ID
  Required
- Role
Action
Write
- Deal
  Required
- Note
  Required
Action
Write
- Account ID
  Required
- Title
  Required
- Value
  Required
- Currency
  Required
- Owner
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
- Status
- Description
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
  Required
Action
Search
- Title
  Required
- Email Address
Action
Search
- Email Address
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Title
  Required
- Request Body
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Record ID
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record ID
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
Get Salesforce Object by ID
Fetches a Salesforce object (Contact, Lead, Opportunity, Account, Case) using its ID.
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Learn how to automate ActiveCampaign on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect ActiveCampaign to Salesforce on the world's largest no-code automation platform

Explore ActiveCampaign + Salesforce Integrations

linkedin-lead-gen-forms

Connect ActiveCampaign and Salesforce to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Add new Salesforce leads to ActiveCampaign

Add new Salesforce contacts to ActiveCampaign as subscribers

Update ActiveCampaign contacts with updated Salesforce records

Add new ActiveCampaign contacts to Salesforce as leads

Create Salesforce leads when new contacts are added to ActiveCampaign lists

Create Salesforce leads from new ActiveCampaign leads

Add new Salesforce leads to ActiveCampaign

Add new Salesforce contacts to ActiveCampaign as subscribers

Update ActiveCampaign contacts with updated Salesforce records

Add new ActiveCampaign contacts to Salesforce as leads

Create Salesforce leads when new contacts are added to ActiveCampaign lists

Create Salesforce leads from new ActiveCampaign leads

Create Salesforce leads from new ActiveCampaign contacts added to lists

Create or update ActiveCampaign contacts from new Salesforce outbound messages

How Zapier works

Select a trigger from ActiveCampaign

Setup an action from Salesforce

That’s it! You just connected ActiveCampaign to Salesforce

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about ActiveCampaign + Salesforce integrations

Practical ways you can use ActiveCampaign and Salesforce

Revenue Tracking

Automated System Health Checks

Campaign Performance Analysis

Supported triggers and actions

Learn how to automate ActiveCampaign on the Zapier blog

5 popular ways to use Zapier's ActiveCampaign integration

How to add or update ActiveCampaign contacts for new WooCommerce orders

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Connect ActiveCampaign to Salesforce on the world's largest no-code automation platform

Explore ActiveCampaign + Salesforce Integrations

Explore ActiveCampaign + Salesforce Integrations