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 ActiveCampaign 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.


  • You need an ActiveCampaign account to connect it to OnePageCRM.
  • Only Account Owner or Administrators can configure and manage the integration.
  • The integration checks for updates a few times per day, so changes might not be synced straight away.

In this article:

Set up the ActiveCampaign integration with OnePageCRM
Create a list in ActiveCampaign
Import contacts from OnePageCRM
ActiveCampaign Widget


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, select ActiveCampaign Integration → add your ActiveCampaign account name → click Save.

OnePageCRM l ActiveCampaign Configuration page l Add ActiveCampaign Account name


How to create a list in ActiveCampaign

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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

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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.


💡 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.

💡 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.


💡 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:

    • First name
    • Last name
    • Email address
    • Organization name
    • Background
    • Mailing address

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


    ActiveCampaign Widget

    Jump up to Article's Overview ⮝

    With the help of the ActiveCampaign Widget, users can quickly and easily review Email Campaigns sent to their contacts to stay informed and organized.


    Enable the ActiveCampaign Widget
    Find/Use the ActiveCampaign Widget

    Enable the ActiveCampaign Widget


    1
    Log into your ActiveCampaign account → In the left-hand side menu click on Settings → Developer and copy the API URL and API Key.

    ActiveCampaign | Settings | Developer | API Url and Key


    2
    Log in to OnePageCRM and navigate to Apps and Integrations under Communication Apps → ActiveCampaign → click on Install.

    OnePageCRM l Apps and Integration page l ActiveCampaign


    3
    Under the Configuration tab, select ActiveCampaign Widget → add in the API URL and API Key → click Connect to ActiveCampaign.

    ActiveCampaign | Configuration page | Widget


    Find/Use the ActiveCampaign Widget


    1
    Open a contact → scroll down to the ActiveCampaign widget above the Contact Timeline → click on it to expand.

    Click on the ActiveCampaign widget to expand it.


    2
    Once expanded, it will display:

  • Date - date of the email campaign
  • Subject - Email campaign name sent to the user, including a URL link for report analytics in ActiveCampaign.

    • ActiveCampaign widget expanded


    💡 The widget will display contact-specific data for the top email address saved with this contact.

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