How do I link to Salesforce?

Welk abonnement heb ik?

 

The MailBlue Salesforce integration offers a two-way synchronisation between your MailBlue account and your Salesforce account.

With this integration, you can:

• Add Salesforce leads and contacts to MailBlue
• Add MailBlue contacts to Salesforce as contacts and leads
• Synchronize updates between the two platforms when a contact or lead record changes in either software
• Synchronize Salesforce opportunities with MailBlue
• Create a two-way synchronisation between the fields of your MailBlue account and the fields of the Salesforce account
• Send a campaign created in MailBlue to a lead or contact from their Salesforce record
• Place the lead or contact in an automation created in MailBlue from their Salesforce record

This article explains how to establish the connection.

Please note:

• You need a Salesforce account with Lightning Experience enabled to use this integration. The connection cannot be established in combination with Salesforce Classic.
• The integration must be set up and managed within your Salesforce account.
• The Salesforce administrator must complete the installation of the integration. The administrator must also add the MailBlue / ActiveCampaign components to the layouts of the Lead and Contact pages in Salesforce.
• You can only link your Salesforce account to one MailBlue / ActiveCampaign account.
• Leads and contacts in Salesforce must have an email address to synchronise them with MailBlue.
• If you wish to unlink Salesforce and MailBlue, you can refer to this Salesforce article.

Contents:

• Step 1: Set up a custom domain for Salesforce Lightning
• Step 2: Install the ActiveCampaign Salesforce app
• Step 3: Assign the correct permission sets to Salesforce users
• Step 4: Set up the system connections
• Step 5: Set up Dynamic Field Mapping
• Step 6: Configure Outbound Sync settings
• Step 7: Activate the ActiveCampaign CX Automation component
• Step 8: View the Salesforce integration in MailBlue

Step 1: Set up a custom domain for Salesforce Lightning

To install the ActiveCampaign for Salesforce app, you need to set up a custom domain for Salesforce Lightning. If you have already done this, you can skip this step.

1. In your Salesforce account, click on the gear icon and then 'Settings'.

2. Click on 'Company Settings' and then 'My Domain'.

3. Enter the domain in the field and click the 'Check Availability' button.

4. After registering your domain, wait approximately 5 minutes and then refresh the page.

5. Click on the 'Login' button to log back into your Salesforce account with the new custom domain you registered.

6. Click on the 'Roll Out to Users' button.

 

Step 2: Install the ActiveCampaign Salesforce app

1. In your Salesforce account, click on the dots in the top left corner of the screen. Then click on 'View All'.

2. Click on 'Visit AppExchange'.

3. Now click on the triangle next to 'AppExchange Home'. A drop-down menu will appear. Click on 'Apps'.

4. Search for 'ActiveCampaign'. You can now select the ActiveCampaign Salesforce app.

5. Click on 'Get it Now' at the bottom.

6. Click on 'Open Login Screen'. Salesforce may ask you to grant access. Click 'Allow' for this.

7. You will then be asked if you want to install the app in your current organisation or in a test environment. If you want to start in a test environment, you can choose 'Install in Sandbox'. In this example, we want to work with real CRM data, so we choose 'Install in This Org'.

8. You will then be asked to confirm the installation. Click on 'Confirm and Install'.

9. You can now choose between 'Install for Admins Only', 'Install for All Users', and 'Install for Specific Profiles'. Click on the option that suits you and then click 'Install'.

10. You will be asked for permission to receive data to establish the connection. Check the box for 'Yes, grant access to these third-party websites' and then click 'Continue'.

11. It may take some time to download this app. Salesforce will send you an email when the app is installed.

12. Once the app is installed, you will be able to find it in your Salesforce App Launcher. From here, you can start configuring the app.

Step 3: Assign the correct permission sets to Salesforce users

There are two different permission sets for Salesforce users.

• ActiveCampaign Package Manager Permission Set
  Available for version 1.38. This set is intended for users who will also manage and maintain the integration.
• ActiveCampaign Standard User Permission Set
  This set is used for users who will use the ActiveCampaign components within Salesforce and need access to view activities.

Not sure how to assign permission sets?

 

Step 4: Configure the system connections

After installing the ActiveCampaign app in your Salesforce account, you can set up the connection between the two platforms. This will allow both accounts to send data to each other.

In this step, you will gain access to the ActiveCampaign Setup Assistant, add your ActiveCampaign API key to Salesforce, and authorise your MailBlue account to access your Salesforce account.

This setup is done through your Salesforce account and should only take a few moments to complete.

1. Click on the dots in the top left corner of your Salesforce account to open the App Launcher.

2. Click on the 'ActiveCampaign App' or use the search field to find the app. The setup page will load.

3. Click on the 'Get Started' button.

4. On the 'System Connections' page under 'API access', enter your API URL and API Key. Not sure where to find this information? You can read about it in this article.

5. Click 'Authorize' to proceed.

6. Click the 'Next' button to move to the 'Authorize ActiveCampaign to Salesforce' screen.

7. You will now see a black banner stating 'Not Connected'. It looks similar to the screen where you entered your API URL and Key. You can click 'Authorize' here again.

8. A Salesforce login pop-up will appear. Enter your Salesforce username and password here.

9. Click 'Log in' and follow the steps.

10. You will then be asked to grant permission for ActiveCampaign to access your Salesforce account. Click 'Allow'.

11. Once the authorisation is successful, a green banner saying 'Connected' will appear. You can now click 'Finish'. If you see a red banner with an error, try again.

 

Step 5: Set up Dynamic Field Mapping

Through Dynamic Field Mapping, you can connect contact fields within MailBlue to a contact or lead field in Salesforce. If you are using a MailBlue Marketing Plus or Professional package, you can set up two-way synchronisation between the fields in your MailBlue account and the Salesforce fields.

• To assign contact and lead fields, you can choose how data will be synchronised between Salesforce and MailBlue / ActiveCampaign for each field. Below are the sync options available.
  Please note: This is not available for account fields.

• • From MailBlue / ActiveCampaign to Salesforce:
    - Always allow MailBlue / ActiveCampaign to update the Salesforce field
    - Only update if the Salesforce field is empty
    - Never allow ActiveCampaign / MailBlue to update Salesforce
    
    
  • From Salesforce to MailBlue / ActiveCampaign:
    - Always allow Salesforce to update the MailBlue / ActiveCampaign field
    - Only update if the MailBlue / ActiveCampaign field is empty
    - Never allow Salesforce to update MailBlue / ActiveCampaign
• You will see that the default fields are already configured for you. However, you can choose to override the default mappings and set up your own Field Mapping.
  
  
  
  
• It is not possible to link deal fields in MailBlue with fields in Salesforce.
• Decimal numbers, commas, and currency symbols are supported as long as you connect the Salesforce fields where this data will go with a text input field in MailBlue.

Now that you are familiar with Dynamic Field Mapping basics, we can proceed with the steps for linking the fields:

1. Click on 'Continue' on the ActiveCampaign setup page in Salesforce.

Standard Lead Field Mapping

2. First, we will set up the standard lead field mapping. The MailBlue fields involved are:

• • First Name
  • Last Name
  • Email
  • Phone
  • Account

If you want to customise the standard mapping, use the dropdowns under 'Salesforce Field' to select the appropriate fields. Please note that you should link the Salesforce field 'Company' to the MailBlue field 'Account', so that the companies in your Salesforce field are placed under the Accounts in MailBlue.

3. Select the desired sync option under 'ActiveCampaign to Salesforce' and 'Salesforce to ActiveCampaign'.

4. Click on the 'Next' button to proceed to the Custom Lead Field mapping.

Custom Lead Field Mapping

5. We will now assign custom MailBlue contact fields to (custom) Salesforce lead fields. Custom fields are fields you create to capture and store additional information about your contacts and leads. You can learn more about creating custom fields in MailBlue here.

If you wish to skip this step, click on the 'Next' button to proceed to the next step.

6. Click on the 'Add Mapping' button. A new row with two dropdown menus will appear. The left dropdown contains all custom lead fields within your MailBlue account, and the right dropdown contains all Salesforce lead fields.

7. Click on the 'Select ActiveCampaign Field' dropdown menu and choose the custom field you wish to use.

8. Click on the dropdown under 'Salesforce Field' and select the Salesforce field you wish to link to the MailBlue field you selected in step 7.

9. Repeat steps 6 to 8 for all custom fields you wish to link.

10. Select your desired sync option under 'ActiveCampaign to Salesforce' and 'Salesforce to ActiveCampaign' for all linked fields.

11. Once you are done, you can click on the 'Next' button.

Standard Contact Field Mapping

12. The next step is setting up the mapping for the standard contact fields. These are already configured for you and include the following fields:

• • First Name
  • Last Name
  • Email
  • Phone

You can once again select the desired sync options under 'ActiveCampaign to Salesforce' and 'Salesforce to ActiveCampaign'.

13. Click on the 'Next' button to proceed to the next step.

Custom Contact Field Mapping

14. You will now work on custom contact fields. Click on the 'Add Mapping' button. A new row with two dropdown menus will appear. The left dropdown contains all custom contact fields within your MailBlue account, and the right dropdown contains all Salesforce lead fields.

15. Click on the 'Select ActiveCampaign Field' dropdown menu and choose the custom field you wish to use.

16. Click on the dropdown under 'Salesforce Field' and select the Salesforce field you wish to link to the MailBlue field you selected in step 15.

17. Repeat steps 14 to 16 for all custom fields you wish to link.

18. Select your desired sync option under 'ActiveCampaign to Salesforce' and 'Salesforce to ActiveCampaign' for all linked fields.

19. When you're ready, you can click on the 'Next' button.

Account Field Mapping

20. You can also set up a bi-directional synchronisation between your MailBlue account fields and Salesforce account object fields. If you wish to do this, click on the 'Salesforce Account Field Mapping' toggle to enable it.

21. The MailBlue 'Account' field is by default linked to your Salesforce 'Account Name' field. To map additional account fields, click on the 'Add Mapping' button.

22. Click on the 'Select ActiveCampaign Field' dropdown menu and choose the account field you wish to use.

23. Click on the dropdown under 'Salesforce Field' and select the Salesforce field you want to link to the MailBlue field you selected in step 15.

24. You can repeat steps 21 to 23 for all fields. When you're done, click on 'Next'.

Opportunity Mapping

25. You can now start synchronising Salesforce Opportunity objects and MailBlue object fields. To do this, you need to click on the toggle ('Send Salesforce Opportunity to ActiveCampaign') to enable it. The following fields will already be mapped for you:

• • Name
  • Amount
  • Stage
  • Close Date

You cannot modify the mapping of these fields.

To proceed to the next step in the setup process, click on the 'Finish' button. You will now be redirected to the setup page, where 'Dynamic Field Mapping' should have received a green tick.

 

Step 6: Configure Outbound Sync settings

In this step, you will determine which Salesforce leads and contacts will be synchronised with MailBlue and how often the synchronisation will occur. This includes:

• Synchronising leads and contacts with MailBlue, creating a new contact profile in MailBlue.
• Synchronising updates to contact and lead records, sending an update to contact profiles in MailBlue when changes are made to records in Salesforce for contacts and leads already in MailBlue.

To access the Outbound Sync settings, click on the 'Continue' button on the ActiveCampaign installation page.

Lead Sync selection

Select which leads should be synchronised with MailBlue by choosing one of the following options:

• Not using Leads
  Select this option if you do not want to synchronise leads from Salesforce to MailBlue.
• All Leads created from this point forward
  This will synchronise all leads created in Salesforce after this setting is saved.
• Leads marked via Process Builder or other custom method
  This will synchronise all leads where the value of the 'ActiveCampaign Sync Status' field is equal to 'Waiting for Next Synchronisation'.
• Only Leads that match certain criteria
  This will synchronise all leads that meet the rules you have set when selecting this option. Note that you can use more than one condition here. If you use more than one condition, a lead must meet ALL conditions set in this step to be synchronised with MailBlue.

 

Once you are ready, you can click 'Next' again.

 

Contact Sync selection

Select which contacts should be synchronised with MailBlue by selecting one of the following options:

• Not using Contacts
  Select this option if you do not want to synchronise contacts from Salesforce to MailBlue.
• All Contacts created from this point forward
  This will synchronise all contacts created in Salesforce after this setting is saved.
• Leads marked via Process Builder or other custom method
  This will synchronise all contacts where the value of the 'ActiveCampaign Sync Status' field is equal to 'Waiting for Next Synchronisation'.
• Only Contacts that match certain criteria
  This will synchronise all contacts that meet the rules you have set when selecting this option. Note that you can use more than one condition here. If you use more than one condition, a contact must meet ALL conditions set in this step to be synchronised with MailBlue.
  
  

Once you are ready, you can click 'Next' again.

 

Job Schedule Settings

On the 'Job Schedule' page, you determine how often data is synchronised from Salesforce to MailBlue. These synchronisation settings apply to:

• Leads and contacts being synchronised to MailBlue from Salesforce for the first time.
• Updating previously synchronised contacts in ActiveCampaign with information from Salesforce.

1. Click on the drop down named 'Job Frequency' on the left side.

2. Click on one of the following options: 'Every hour', 'Every 2 hours', 'Every 3 hours', 'Every 4 hours', 'Every 6 hours', 'Every 8 hours', 'Every 12 hours', 'Once Daily'.

3. If 'Once Daily' is selected, choose when the synchronisation should start every day. To do this, click on the 'Job Start Time' drop down on the right side and select the desired time for data synchronisations. All other Job Frequency options will start as soon as possible after the configuration is completed.

4. When you are ready, click the 'Schedule' button and then the 'Finish' button.

5. To change the set frequency, click on the 'Remove Job' button and make the desired changes. Then click the 'Schedule' button again.

'Other Schedules Jobs' displays scheduled tasks in your organisation. These are not linked to MailBlue.

 

Step 7: Activate the ActiveCampaign CX Automation component

If you want to use the ActiveCampaign CX (Customer Experience) Automation component, you need to enable it from the ActiveCampaign setup page in your Salesforce account.

Please note: The ActiveCampaign CX Automation component requires Salesforce Lightning.

The ActiveCampaign CX Automation component allows you to do the following directly from a contact or lead record in Salesforce: