How to Integrate Salesforce with Active Campaign using Pabbly Connect

Learn how to automate the integration of Salesforce with Active Campaign using Pabbly Connect. Follow our step-by-step guide for seamless data transfer. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integration, first open the landing page of Pabbly by searching for Pabbly Connect in your browser. Once you reach the page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’ to access their dashboard.

After signing in, you will be directed to the Pabbly Connect dashboard. From there, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workflow creation section where you can start your integration process.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the process of updating contacts in Active Campaign from Salesforce leads. Click on the ‘Create Workflow’ button on the dashboard. You will be prompted to name your workflow; enter ‘Create or Update Contact Records in Active Campaign from Salesforce Leads’ and select a folder to save it in. using Pabbly Connect

• Click on the ‘Create’ button to open the workflow window.
• In the workflow window, select Salesforce as the trigger application.
• Choose ‘New Lead’ as the trigger event.

Once you have set the trigger, click on the ‘Connect’ button to establish the connection between Pabbly Connect and Salesforce. If you have not connected your Salesforce account before, you will need to create a new connection by following the prompts provided.

3. Connecting Salesforce with Pabbly Connect

After you click on ‘Connect’ for Salesforce, you will be asked to authorize Pabbly Connect to access your Salesforce account. Click on ‘Allow’ to grant the necessary permissions. Once connected, you need to enter your Salesforce instance URL. This information can be found in your Salesforce account under ‘Company Settings’ and ‘Company Information’. using Pabbly Connect

Copy your instance URL and paste it into the Pabbly Connect interface. Make sure to save your changes and then click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to pull the latest lead data from Salesforce.

• Ensure that your Salesforce account is set to check for new data every 10 minutes.
• Perform a test submission using a lead form to verify the connection.
• Refresh your Salesforce leads page to check for new entries.

Once you have confirmed that the lead has been successfully created in Salesforce, you can proceed to the next step of the integration process.

4. Creating or Updating Contacts in Active Campaign

Now that we have successfully set up the trigger with Salesforce, it’s time to configure the action in Active Campaign. Search for Active Campaign in the action application selection and choose it. The action event will be ‘Create or Update Contact’. Click on the ‘Connect’ button to link your Active Campaign account with Pabbly Connect. using Pabbly Connect

As with Salesforce, you will need to enter your Active Campaign API Key and URL. You can find these details in your Active Campaign account under ‘Settings’ and then ‘Developers’. Make sure to copy and paste the API Key and URL correctly into Pabbly Connect.

Ensure to provide the URL without the ‘https://’ prefix. Map the email, first name, last name, and phone number fields from the Salesforce lead data. Click on ‘Save and Send Test Request’ to create or update the contact in Active Campaign.

After successfully executing the action, you can verify the contact creation by checking your Active Campaign contacts list to ensure the new lead appears with the correct details.

5. Testing and Verifying the Integration

With the workflow set up, it is crucial to test the integration to ensure everything functions as expected. Perform a new test submission using the lead form again. After submitting, wait for the designated polling interval, which is typically 10 minutes for Salesforce.

After waiting, check your Active Campaign account to confirm that the new contact has been created with the test lead details. This verification step ensures that Pabbly Connect is accurately transferring data between Salesforce and Active Campaign.

Refresh both Salesforce and Active Campaign to see the updates. Make sure that the details match what was entered in the lead form. Adjust trigger timings if necessary for quicker data updates.

By successfully completing these steps, you will have automated the process of creating or updating contacts in Active Campaign from Salesforce leads using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Salesforce with Active Campaign using Pabbly Connect. This integration allows for seamless data transfer between platforms, enhancing your lead management process and improving customer engagement.