Quick summary
Integrating ActiveCampaign with Salesforce is done through the AppExchange Marketplace, requiring you to find the ActiveCampaign package, install it in your production org, and grant the necessary third-party permissions to activate the sync. This step-by-step process takes only minutes and enables seamless CRM and marketing automation data sharing between both platforms.
Steps
- Go to the top navigation bar and click the Settings icon.
- Select Setup from the list of options.
- In the left-side panel, click Apps.
- Choose AppExchange Marketplace from the Apps menu.
- Click Go to AppExchange to proceed to the marketplace.
- Search for ActiveCampaign and select it from the suggested results.
- Click Get It Now on the ActiveCampaign listing page.
- Specify the Salesforce account you want to use and click Install in Production.
- Review the integration details and click Confirm and Install.
- Configure the access settings based on your preferences and click Install.
- Grant the required third-party permissions and click Continue to finish activating the integration.
