ActiveCampaign

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 List updated.

With the contacts you sync from OnePageCRM, you will be able to follow up on incoming leads utilizing reporting and analytics tools and create newsletters using customizable templates.


Please note:

  • You need an ActiveCampaign account to connect it to OnePageCRM.
  • Only Account Owner or Administrators can configure and manage the integration.

In this article:
Set up the ActiveCampaign integration with OnePageCRM
Create a list in ActiveCampaign
Import contacts from OnePageCRM

Set up the ActiveCampaign integration with OnePageCRM

1
In your ActiveCampaign account locate your account name by going to Settings → Account settings → copy your Account Name.

ActiveCampaign l Account Settings page

2
In OnePageCRM click on your User/Profile icon(top right-hand corner) → select Apps and Integrations under Communication Apps click on ActiveCampaign → click on Install.

OnePageCRM l Apps and Integration page l ActiveCampaign

3
On the Configuration tab → enter your ActiveCampaign account name → click Save.

OnePageCRM l ActiveCampaign Configuration page l Add ActiveCampaign Account name

How to create a list in ActiveCampaign

1
Log in to your ActiveCampaign account → click Contacts on the left menu → select Lists → Add a list.

ActiveCampaign l Contacts page l Lists section

2
Complete the Add a list form and click Save.

ActiveCampaign l Add a list pop-up window

How to import contacts from OnePageCRM into Active Campaign

1
Log in to your ActiveCampaign account → click Contacts on the left menu → under Lists select Import contacts for the appropriate List name.

ActiveCampaign l Contacts page l Lists section l Import contacts button

2
On the Import Contacts page scroll down to Connect with other services to have new contacts added automatically → select OnePageCRM and click Next.

ActiveCampaign l Import contacts section l Scroll down to find OnePageCRM under other services.

Note: You can also import contacts from a CSV file to ActiveCampaign.

3
You will be asked to log into your OnePageCRM account if you haven't yet.

Click Allow to give OnePageCRM access to ActiveCampaign.

ActiveCampaign l Allow access

4
Choose the list you wish to import contacts to and click Next.

Note: Ensure to complete this step as it is essential for the sync between OnePageCRM and ActiveCampaign to work.

ActiveCampaign l Select Lists to import contacts to.

Notes:

  • Select each list you want to add contacts to. You can add contacts to multiple lists.
5
In the pop-up configure the sync and click Next to save your preferences:
  • Enter a Sync Name
  • Select a Sync configuration
  • Optionally you can select a saved filter from OnePageCRM to choose which contacts should be included in the import/sync.

    • ActiveCampaign l Configure sync to lists in ActiveCampaign

    6
    The import may take a few minutes to complete and once all of your OnePageCRM contacts are imported and synced, you can start creating campaigns for them in ActiveCampaign.

    The following fields are pushed to ActiveCampaign during the sync

    • Organization name
    • Background
    • Postal address

    Note: Custom Fields will not be included in the sync to ActiveCampaign.

    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us

    Related Articles