ActiveCampaign

ActiveCampaign is an email marketing and automation platform for small businesses.

The integration syncs your OnePageCRM contacts to ActiveCampaign, helping you manage lists, follow up with leads, track results, and create newsletters.


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

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 ActiveCampaign, go to Settings → Account settings → copy your Account Name.

ActiveCampaign l Account Settings page


2
Go to ActiveCampaign under Apps and Integrations → click Install.

OnePageCRM l Apps and Integration page l ActiveCampaign


3
Under Configuration → ActiveCampaign Integration → enter the 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 into ActiveCampaign → click on Contacts → Lists → Add a list.

ActiveCampaign | Contacts | Lists | Add a list


2
Complete the Add a list form and click Save.

ActiveCampaign | Add a list pop-up


How to import contacts from OnePageCRM into Active Campaign

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1
Log into ActiveCampaign → click on Contacts → Lists → Import contacts.

ActiveCampaign | Contacts | Lists | Import contacts


2
On Import Contacts, scroll to Connect with other services → select OnePageCRM → click Next.

ActiveCampaign | Import contacts section | Scroll down to OnePageCRM


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


3
Log in to OnePageCRM if needed → click Allow to connect it to ActiveCampaign.

ActiveCampaign l Allow access


4
Select the list to import contacts to → click Next.

ActiveCampaign l Select Lists to import contacts to.


💡 Complete this step to ensure the sync works correctly.

💡 Select the lists you want to add contacts to. You can select 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, select a saved filter to choose which contacts to sync.

    • ActiveCampaign l Configure sync to lists in ActiveCampaign


    6
    Once the import is complete, you can create campaigns for your OnePageCRM contacts in ActiveCampaign.


    Fields synced to ActiveCampaign

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

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

    💡 The import may take a few minutes.

    💡 The integration checks for updates periodically throughout the day, so changes may not sync immediately.


    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 in to ActiveCampaign → Settings → Developer → copy the API URL and API Key.

    ActiveCampaign | Settings | Developer | API Url and Key


    2
    In OnePageCRM go to ActiveCampaign under Apps and Integrations → click Install.

    OnePageCRM l Apps and Integration page l ActiveCampaign


    3
    Under Configuration → ActiveCampaign Widget → enter the API URL and API Key → click Connect to ActiveCampaign.

    ActiveCampaign | Configuration page | Widget


    Find/Use the ActiveCampaign Widget


    1
    Open a contact → find the Widget above the Contact Timeline → click to expand.

    Click on the ActiveCampaign widget to expand it.


    2
    Once expanded, it will display:

  • Date - date of the email campaign
  • Subject - The campaign name, with a link to its ActiveCampaign analytics.

    • ActiveCampaign widget expanded


    💡 The widget checks only the contact's primary email address for matching data

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