ActiveCampaign Integration

Overview

To create an ActiveCampaign integration within Client Sense there are a few necessary configuration steps to complete.

Obtain your ActiveCampaign API key and URL
Add the ActiveCampaign integration to Client Sense using the above details

ActiveCampaign Configuration

This setup step should take approximately 5 minutes.

Obtain your ActiveCampaign API information by following the steps in the following link https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-started-with-the-API#how-to-obtain-your-activecampaign-api-url-and-key-0-2.

Integration changes in ActiveCampaign

Lists

All lists in ActiveCampaign will be synced. New custom fields will be added to the list where a contact exists in both an ActiveCampaign list and in Client Sense which will support additional data from Client Sense.

Custom field changes

The following custom fields will be added against Lists by default. These fields will be populated with data from Client Sense when the contact exists in both ActiveCampaign and Client Sense

Field	Description
CS Created	Flagged as True when the contact is pushed into the CRM from Client Sense
CS Title	The title as captured in Client Sense
CS Street	The street of the primary address as captured in Client Sense
CS City	The city of the primary address as capture in Client Sense
CS State	The state of the primary address as captured in Client Sense
CS Postcode	The postcode of the primary address as captured in Client Sense
CS Country	The country of the primary address as captured in Client Sense
CS Top Employees	The top employees of the contact for the configured period from Client Sense
CS Top Groups	The top groups of the contact for the configured period from Client Sense
CS Relationship Managers	The relationship managers configured against the contact in Client Sense

Data mapping

Client Sense maps by Email and Domain. Individuals within Client Sense will be mapped by email to Contacts within ActiveCampaign.

Client Sense does not import any data for Contacts or Accounts that exist within ActiveCampaign but don't exist in Client Sense.

During an integration sync, contacts that exist in ActiveCampaign and in Client Sense will be mapped. This mapping involves flagging the contact in Client Sense as existing in the Mailout and the data that Client Sense holds will be pushed into the Mailout in the "CS" fields.