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ActiveCampaign + Salesforce

Connect ActiveCampaign to Salesforce

Automate workflows between ActiveCampaign and Salesforce. No coding required.

5-minute setup · no code —
free to try.

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The most-used recipe

ActiveCampaign

Marketing

WhenNew subscriber in ActiveCampaign

DeskFerry agent

Create contact when new subscriber

Runs on its own

Salesforce

CRM

ThenCreate contact in Salesforce

Popular workflows

What you can automate between ActiveCampaign and Salesforce

These are the most popular automations teams set up between ActiveCampaign and Salesforce. Each one runs automatically once activated — no manual steps.

01

Create contact when new subscriber

Add a new contact to your CRM automatically when someone joins your mailing list.

TriggerNew subscriber in ActiveCampaign
ActionCreate contact in Salesforce
02

Add subscriber when new contact created

Add someone to your mailing list automatically when a new contact is added to your crm.

TriggerNew contact created in Salesforce
ActionAdd subscriber in ActiveCampaign
03

Sync ActiveCampaign changes to Salesforce

Keep Salesforce updated when a recipient opens your email.

TriggerEmail opened in ActiveCampaign
ActionUpdate contact in Salesforce

How data flows

What syncs between ActiveCampaign and Salesforce

Contact and deal data from ActiveCampaign syncs to Salesforce for targeted campaigns. Segment by deal stage, contact type, or custom fields.

Data from ActiveCampaign

  • Campaign data
  • Subscriber lists
  • Email opens / clicks
  • Audience segments
  • Tags

Data from Salesforce

  • Contacts
  • Deals / opportunities
  • Pipeline stages
  • Notes
  • Custom fields

Step-by-step guide

How to connect ActiveCampaign to Salesforce

Follow these steps to set up your integration. The entire process takes under 5 minutes.

What you'll need

  • An active ActiveCampaign account
  • An active Salesforce account with API access enabled
  • A free DeskFerry account (sign up takes 30 seconds)
  • Admin or API access in Salesforce to authorize the connection
Start setup
  1. Step 01

    Create your DeskFerry account

    Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.

  2. Step 02

    Authenticate ActiveCampaign

    Click "Add Connection" and select ActiveCampaign from the app directory. You'll be redirected to ActiveCampaign's authorization page. Grant DeskFerry access to your campaigns, audiences, and analytics data. You control which lists and campaigns the integration can modify.

  3. Step 03

    Authenticate Salesforce

    Same process for Salesforce. Click "Add Connection," select Salesforce, and authorize access. Grant DeskFerry read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.

  4. Step 04

    Choose your trigger

    Select what event starts the workflow. For this integration, popular triggers include: new subscriber in activecampaign or new contact created in salesforce. The trigger fires automatically whenever that event happens — no manual intervention.

  5. Step 05

    Configure the action

    Define what happens when the trigger fires. For example: create contact in salesforce. Map the data fields between ActiveCampaign and Salesforce so the right information lands in the right place.

  6. Step 06

    Test and activate

    Run a test to confirm data flows correctly between ActiveCampaign and Salesforce. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.

Benefits

Why connect ActiveCampaign and Salesforce?

Sales and marketing alignment starts with shared data. When Salesforce contacts and deal stages sync to ActiveCampaign automatically, campaigns target the right people at the right time.

Sync Salesforce contacts to ActiveCampaign lists so campaigns always target the right people
Trigger ActiveCampaign nurture sequences when Salesforce deals stall or enter a new stage
Enrich Salesforce records with ActiveCampaign engagement data like opens and clicks
Align sales and marketing by keeping Salesforce and ActiveCampaign data in sync

Tips

Tips for your ActiveCampaign + Salesforce integration

Get more out of this integration with these best practices.

Tip 01Sync subscriber tags to keep segmentation consistent across tools
Tip 02Map your custom fields during setup so data lands in the right place
Tip 03Trigger workflows from campaign events like opens or clicks for timely follow-up
Tip 04Use deal stage changes as triggers for the most impactful automations

Use cases

Who uses the ActiveCampaign + Salesforce integration?

Teams across industries connect ActiveCampaign and Salesforce to streamline their workflows.

01

Marketing managers running campaigns who rely on Salesforce for crm

02

Sales teams who need real-time data from ActiveCampaign

03

Growth teams and sales teams collaborating across tools

FAQ

Frequently asked questions

How do I connect ActiveCampaign to Salesforce?

Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both ActiveCampaign and Salesforce via OAuth. Choose a workflow template — like syncing marketing events to crm actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.

What can I automate between ActiveCampaign and Salesforce?

Common workflows include: sync Salesforce contacts to ActiveCampaign email lists, trigger ActiveCampaign nurture sequences on Salesforce deal stage changes, update Salesforce lead scores from ActiveCampaign engagement data, and segment ActiveCampaign audiences by Salesforce deal properties.

Is the ActiveCampaign and Salesforce integration free?

DeskFerry's 7-day free trial is enough to prove the workflow out. If your ActiveCampaign-to-Salesforce workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.

Is my ActiveCampaign data secure when connected to Salesforce?

Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your ActiveCampaign or Salesforce passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your marketing data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.

Can I sync data both ways between ActiveCampaign and Salesforce?

Yes. You can set up workflows that trigger from either ActiveCampaign or Salesforce. For example, create a workflow where ActiveCampaign events update Salesforce, and a separate one where Salesforce changes sync back to ActiveCampaign. Each direction is configured independently so you have full control.

Do I need technical skills to connect ActiveCampaign and Salesforce?

No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use ActiveCampaign and Salesforce, you can set up the integration. Most users are running their first workflow within 10 minutes.

Automate ActiveCampaign + Salesforce

7-day free trial. Works with the tools you already use.