Welcome to ActiveCampaign’s Connection Video for setting up your Salesforce and ActiveCampaign integration. In this video, Alanna will walk you through the process step by step.
This two-way connection is vital for reducing churn, as you can use informed, helpful data to guide your customer's journeys. By seamlessly syncing data between both platforms and leveraging automations to trigger targeted follow-up emails, nurture sequences, and custom lead scoring, you can be confident that no prospect will slip through the cracks.
Let's dive into how easy it is to set up your connection before you can configure the ActiveCampaign and Salesforce connection.
You will first need to set up your custom domain and download the ActiveCampaign Salesforce app into your Salesforce account. If you need any assistance with these steps, we have step-by-step instructions in the ActiveCampaign Help Center.
Once you've set up your custom domain and downloaded the app, you'll need to authorize your API credentials and confirm the connection. After that, you can move on to dynamic field mapping, where you'll map leads, contacts, accounts, and opportunities.
After finishing the mapping, you'll configure the outbound sync settings and schedule. The quickest way you can sync is every hour, but you can adjust this based on your needs.
Finally, you have the option to set up an automation component, which allows you to send a campaign created in ActiveCampaign to a lead or contact in Salesforce.
Remember, you can manage this integration directly from your Salesforce account by connecting ActiveCampaign in Salesforce. By combining the power of customer experience automation with data from Salesforce, you can create a more personalized customer experience that turns leads into repeat customers.
Happy connecting!
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00:00 - Welcome to ActiveCampaign’s Connection Guide
00:25 Importance of the Connection
00:51 - Customer experience strategy benefits
01:12 Setup Process Overview
01:48 - Steps required before configuring the connection
02:01 Setting Up Your Connection
02:41 - Authorizing API credentials and confirming the connection
03:14 - Mapping standard fields and custom fields
03:52 Sync Settings
04:03 - Configuring outbound sync settings and scheduling
04:39 - Setting up automation components
05:06 - Completing the setup and managing the integration
05:21 Conclusion
