In this article, we'll dive into the process of integrating ActiveCampaign with Salesforce and explore not only the benefits, features, and use cases, but also best practices for combining the two platforms.
Overview of ActiveCampaign and Salesforce
How to Integrate ActiveCampaign with Salesforce
Marketing automation and customer relationship management (CRM) are integral parts of a successful business strategy today. These technologies help companies streamline marketing processes, nurture leads and build strong relationships with customers. ActiveCampaign and Salesforce are two major platforms in the marketing automation and CRM space, each offering unique features and capabilities.
ActiveCampaign and Salesforce are designed to help businesses optimize their marketing and sales operations. However, the greatest strength lies in the integration of these two platforms, creating a unified system where marketing and sales teams can collaborate and communicate easily with each other.
ActiveCampaign is a reliable marketing automation platform that enables businesses to automate marketing processes, engage with customers and increase conversions. It offers features such as email marketing, workflow automation, lead scoring and personalized messaging. With ActiveCampaign, businesses can create targeted campaigns, segment their audiences and track customer interactions to optimize their marketing efforts.
Salesforce, on the other hand, is a widely known CRM platform that is renowned for its comprehensive suite of customer and sales management tools. It enables businesses to effectively handle leads, monitor opportunities and nurture customer relationships. Salesforce provides features such as contact or pipeline management, opportunity tracking and reporting that enable sales teams to streamline all processes and increase their efficiency.
ActiveCampaign's integration with Salesforce is key for businesses that want to create a unified customer experience. The integration enables seamless data synchronization and collaboration between the two platforms, eliminating data silos and increasing overall operational efficiency, eliminating the risk of manual data entry errors, allowing marketing and sales teams to focus on nurturing leads and conversions.
One of the key aspects of the integration is the ability to synchronise contact details between the two platforms. This ensures that customer information, including leads, contacts and opportunities, remains consistent and up-to-date across both platforms.
Another benefit of the integration is the ability to automate lead management processes. With the ActiveCampaign and Salesforce integration, companies can automatically transfer lead information, track leads and trigger automated actions based on pre-defined rules, such as lead nurturing, follow-up sequences or personalized email campaigns based on customer interactions and behavior. This not only streamlines lead nurturing or qualification processes, but also the work of marketing and sales teams, who can work in tandem, defining priority leads and ensuring a seamless handoff from marketing to sales.
In addition, the integration also brings powerful reporting and analytics capabilities. By consolidating data from ActiveCampaign and Salesforce, businesses can create comprehensive reports, measure campaign effectiveness, track sales performance and gain valuable insights into customer engagement. Individual teams have access to a comprehensive database of customer data, including communication history, purchase behavior, and engagement metrics.
Integrating ActiveCampaign with Salesforce is a simple process. Below is a step-by-step guide on how to configure the integration:
To install ActiveCampaign on your Salesforce account, follow the step-by-step instructions below:
After the successful installation of these two platforms, you have the option to assign specific permissions to users in your Salesforce account. These permissions include:
Follow the procedure below to assign permissions to users in Salesforce according to your needs:
In order to share data between the two platforms, a connection must be established. Follow the instructions below to create a connection:
Dynamic field mapping allows you to map contacts from ActiveCampaign to the corresponding contact and lead fields in Salesforce. By default, the "Standard Lead" and "Standard Contact" field mappings are already configured for you, so you don't need to perform this step. However, if you prefer to do your own mapping, you can continue on the ActiveCampaign settings page by clicking the " Continue" button.
To customize the default mapping, simply use the drop-down menus provided to select the Salesforce fields you want to map.
Likewise, you have the option to add custom mappings for lead and contact fields. To do this, click on the "Add Mapping" button located below the relevant sections.
Once you have completed all sections of the dynamic mapping, simply click the " Finish " button.
As configured, the selected contacts and leads from Salesforce are synchronized with ActiveCampaign. If you want to modify the outbound sync settings, you can do so by clicking the " Continue " button on the settings page in ActiveCampaign.
On the " Sync Selection " tab, select the specific leads you want to sync with ActiveCampaign, and on the " Contact Sync Selection " tab, select the desired contacts to sync. After making your selection, continue by clicking the " Next " button.
Next, you can set the frequency of data synchronization from Salesforce to ActiveCampaign. To do this, go to the " Job Schedule" tab and select the desired synchronization frequency from the "Job Frequency" drop-down menu.
Once selected, click on the " Schedule " button and then click on the " Finish " button to complete the process.
The last step is to enable the ActiveCampaign CX (Customer Experience) Automation component. To do this, click the " Continue " button on the settings page in ActiveCampaign.
To complete the automation setup, click the " Finish " button. Congratulations! You have successfully created the ActiveCampaign integration with Salesforce.
To view the connected integration, go to your ActiveCampaign account and click on " Settings ". In the left menu, select " Integrations " and you will find the ActiveCampaign integration with Salesforce in the list.
An unnamed XYZ company that n is a leading provider of telecommunications services to residential and business customers. Its goal was to improve customer engagement and drive sales growth. Hence, it implemented ActiveCampaign integration with Salesforce platform.
Here are some best practices to consider when integrating the two platforms:
In conclusion, integrating ActiveCampaign with Salesforce can bring a boost to your marketing and sales activities. This integration combines unique automation and customer care capabilities and also provides a single view of all customer interactions. Sales teams can gain valuable insights, make informed decisions, and prioritize high-value leads, resulting in increased conversion rates.
Personalized and automated marketing campaigns foster stronger customer relationships and increase customer engagement. Integration creates a closed feedback system, encourages collaboration and enables continuous optimization.
In general, integrating ActiveCampaign with Salesforce streamlines processes and can support company-wide growth, which can lead to long-term success in a competitive market.
Not sure if these two tools are right for your business? Check out our Comparison of the most popular CRMs for 2023. We'd be happy to help you integrate these and other tools into your business processes, don't hesitate to contact us. Our specialists can save you a lot of time and effort.
ActiveCampaign is a platform for automating marketing and sales processes.
Salesforce is a CRM platform for managing sales, marketing and customer activities.
The integration enables seamless communication between marketing and sales teams, streamlines internal processes and provides a holistic view of customer interactions.
Better lead management, improved customer segmentation, streamlined workflows, comprehensive reporting, and increased efficiency and collaboration.
Access the integration setup in ActiveCampaign and follow the instructions above in the article.
Based on your preferences, leads, contacts, custom fields, email activity, and data collected from campaigns can be synced.
Both platforms offer documentation, tutorials, and customer support resources to help with integration.