ActiveCampaign Integration

ActiveCampaign is an email marketing, marketing automation, and sales CRM platform designed for growing businesses.

CallRail's integration with ActiveCampaign allows you to update lead records, trigger marketing automations, and qualify prospects in ActiveCampaign using data from your inbound calls and forms. 

Integrating with ActiveCampaign

Follow the instructions below for each company you’d like to integrate with ActiveCampaign.

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company you'd like to integrate with ActiveCampaign.

  3. Click Integrations at the top of the page.

  4. Choose ActiveCampaign from the list of integrations.

  5. Click Authorize.

  6. Next, you'll need the API URL and API Key from your ActiveCampaign account. To retrieve these, you can follow the instructions in this ActiveCampaign article

  7. Enter the API URL and Key into the ActiveCampaign authorization screen.

  8. Click Connect. The integration will move to Pending.

  9. Choose a Deal Owner and a Deal Pipeline. These will be assigned to every Deal record the integration creates (one per phone call).

  10. Once you have a chosen a Deal Owner and a Deal Pipeline, click Activate.

  11. The integration is now active and will begin sending data.

Seeing Your Data in ActiveCampaign

We’ll attempt to match existing contact records in your connected account by phone number. If we don't find a contact, we’ll create one.

- We’ll create one deal record per inbound phone call with details of the call.

- We’ll create one “Inbound Phone Call” custom record that can be viewed on the contact, which also includes details from the call.

Disabling the ActiveCampaign Integration

Disabling a company's ActiveCampaign integration will prevent CallRail from sending data to your ActiveCampaign account. We'll keep your integration credentials saved in case you'd like to reactivate your integration in the future.

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company where you'd like to disable the integration.

  3. Click Integrations at the top of the page.

  4. Choose ActiveCampaign from the list of integrations.

  5. Select Disable Integration on the right side of the page.

FAQs

What data is sent to ActiveCampaign?

At the contact level, we'll send:

- Email.

- Last Name.

- Phone Number.

Additionally, we'll send the following information: 

- Source.

- Medium.

- Campaign.

- Tracking Number Name.

- Call Started.

- Call Duration.

- Answer Status.

- Keywords.

- Recording link.

- Call timeline link.

Is the ActiveCampaign integration HIPAA compliant?

CallRail's integration with ActiveCampaign currently isn't compliant for healthcare accounts.

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Ask the Community
Find best practices, post, and learn from CallRail users.
CallRail Support Hours
Weekdays 9:00am - 9:00pm EST & Lead Center Support available Saturday 9:00am - 6:00pm EST