ActiveCampaign is an email marketing app with built-in marketing automation for small businesses. With the ActiveCampaign integration, you can sync your OnePageCRM contacts to ActiveCampaigns to help you keep your ActiveCampaign List updated. This integration will enable you to newsletters from customizable templates and follow up on incoming leads using reporting and analytics tools using the contacts you sync from OnePageCRM.
How to install & connect ActiveCampaign integration
1
Go to your
User Profile / Initials (in the top right-hand corner) → Select
Apps and Integrations
2
Click on
Active Campaign under Communication Apps and
Install.
3
In the
Configuration tab → enter your ActiveCampaign
Account name →
Save.
How to create a list in ActiveCampaign
1
Log in to your ActiveCampaign account→ go to
Lists → click on
Add New List button
.
2
Click on
ActiveCampaign under Communication Apps
3
Complete the
Create New List form and click
Create List.
How to import contacts from OnePageCRM into Active Campaign
1
You will be directed to
Lists page where you can directly
Import contacts or alternatively go to contacts →
import.
2
In the
Import Contacts page, you can Import from file or
Connect with other services to have new contacts added automatically → select
OnePageCRM and click
Next.
3
Click
Allow to give OnePageCRM access to ActiveCampaign.
4
Choose the list you to which you wish to import contacts and click next.
5
In the pop-up, enter
Sync Name,set your sync configuration and click
Next to save your preferences.
6
The import will commence and once your OnePageCRM contacts will be imported and synced, and you can now start creating campaigns for them in ActiveCampaign.
NOTES
ActiveCampaign integration can be enabled and configured by the Account Owner or Administrator user.
Organization name, background, lead source, address, status and tags are synced to ActiveCampaign (Custom fields are not).
