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ActiveCampaign + Salesforce Essentials

Update ActiveCampaign contacts with new Salesforce Essentials leads

Got a new lead in Salesforce Essentials? That's valuable info that needs to be updated across your platforms. Don't do all that work yourself, though. This integration takes care of the busy work for you. Set it up to automatically create or update a contact in your ActiveCampaign account as soon as a new Salesforce Essentials lead is created.

Got a new lead in Salesforce Essentials? That's valuable info that needs to be updated across your platforms. Don't do all that work yourself, though. This integration takes care of the busy work for you. Set it up to automatically create or update a contact in your ActiveCampaign account as soon as a new Salesforce Essentials lead is created.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectRequired

    Action
    Write
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activecampaign logo

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.
Help

Related categories

  • Marketing Automation

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