ActiveCampaign + Salesforce integrationSalesforce and ActiveCampaign, working from the same data
Sales works in Salesforce. Marketing sends from ActiveCampaign. We connect them both ways, so campaigns are built on real lead status and CRM fields, and Salesforce knows who subscribed, who unsubscribed and who is engaging.
- Salesforce contacts, lead status and fields sent to ActiveCampaign
- Subscribe and unsubscribe status kept in step between both systems
- Engagement in ActiveCampaign can create or update deals in Salesforce
900+ integrations completed · Salesforce partner · We sign BAAs
- • Contacts and leads
- • Lead status
- • Form fields
- • Discharge date and type
- • Subscribe and unsubscribe status
- • Engagement
- • Campaign data
Two lists of the same people
Without a sync, marketing emails people from an export that is out of date the day it is made. Closed-lost leads who are still qualified never get nurtured, unsubscribes are not respected everywhere, and sales cannot see what marketing has sent.
What it does
What the ActiveCampaign + Salesforce integration handles
Contacts and fields into ActiveCampaign
Salesforce records and the fields you choose are mapped into ActiveCampaign, including new form fields as you add them.
Segments built on lead status
Statuses such as "Closed Lost and Qualified" or "Unconverted and Qualified" sent to ActiveCampaign, so the right people get the right drip campaign.
Subscribe and unsubscribe status
Opt-ins and opt-outs synced, so an unsubscribe is respected in both systems.
Engagement back to sales
When a lead reaches the engagement level you set in ActiveCampaign, an automation can create a deal in Salesforce or update its stage.
EMR data for follow-up
If Salesforce holds EMR data such as discharge date and discharge type, it can be pushed on to ActiveCampaign for follow-up campaigns.
Reports in Salesforce
ActiveCampaign data in Salesforce reports and dashboards, with campaign info on qualified and unqualified leads.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect ActiveCampaign to Salesforce.
AimingData that flows
ActiveCampaign + Salesforce integration: both directions, field by field
- Contacts and leadsMapped field by field
- Lead statusFor example Closed Lost and Qualified, Unconverted and Qualified
- Form fieldsNew fields mapped as your forms change
- Discharge date and typeWhere Salesforce holds EMR data
- TagsKept clean, so segments stay accurate
- Subscribe and unsubscribe status
- EngagementCan create a deal or update its stage
- Campaign dataFor Salesforce reports and dashboards
See your own Salesforce + ActiveCampaign map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
ActiveCampaign + Salesforce integration: the hard parts, already solved
Duplicates
Records that already exist in ActiveCampaign are matched, not created twice.
Unsubscribes
An opt-out in one system is reflected in the other, so nobody gets emailed after they asked to stop.
Errors you can see
Sync errors are caught and fixed, not lost quietly, and a daily summary email can show what moved.
Documented
The integration and its field mapping are documented, so your team knows what syncs and why.
Patient data kept secure
ActiveCampaign offers a BAA. We sign a BAA, credentials are stored encrypted, and each system only gets the access it needs.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the ActiveCampaign + Salesforce integration goes live
- 1
Free call
We look at how leads come in today and what you need to see, and where.
- 2
Mapping
Which events, fields and sources carry over, agreed before anything is set up.
- 3
Set up and test
Configured and tested with real records before your team relies on it.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the ActiveCampaign + Salesforce integration is for
- Teams using Salesforce for sales and ActiveCampaign for email
- Marketing teams that want to nurture qualified leads who did not convert
- Healthcare and behavioral health teams that need follow-up campaigns from CRM data
ActiveCampaign + Salesforce integration FAQ
Does it sync both ways?
Yes. Contacts, statuses and fields go from Salesforce to ActiveCampaign, and subscribe/unsubscribe status and engagement come back to Salesforce.
Can we use it with patient data?
ActiveCampaign offers a BAA. We sign a BAA, credentials are stored encrypted, and each system only gets the access it needs.
What about unsubscribes?
Subscribe and unsubscribe status is synced, so an opt-out is respected in both systems.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.