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ActiveCampaign

ActiveCampaign is a marketing automation software used to send contextual messages and emails to create meaningful connection with your customers. Marketing automation is possible when you have ample data points about your customer. This will invariably help in segmenting your customers and targeting them better. More the data and parameters you have on ActiveCampaign about your customers, better the intelligence you can provide for automation.

Chargebee's integration with ActiveCampaign will sync your customer and subscription information to ActiveCampaign. This way, you can create specialized marketing automation workflows and engage with customers in a more personalized way.

Note:

Contact support to enable this feature for your site.

Sync Overview

This is a one way sync, and hence, data flows only from Chargebee to ActiveCampaign.

Note:

  • Sync is automatic and is done only once in every 6 hours. In case you want to manually sync data, turn off autosync.

  • Chargebee automatically creates additional fields required to synchronize data to ActiveCampaign, if they are not already present in your ActiveCampaign account.

Prerequisites

  • ActiveCampaign is available only on select plans. To know more, visit our Plans and Pricing page.
  • You must have an ActiveCampaign account and Chargebee account.
  • Lists must be created in ActiveCampaign.

Integration

CONNECTING ACTIVE CAMPAIGN

  1. Select ActiveCampaign from the list of third-party integrations available in your Chargebee user interface under Settings > Third-party Integrations .
  2. Copy the API Key and Base URL under Settings > Developer in your ActiveCampaign site, and paste it in the corresponding text fields provided in your Chargebee user interface. Click Connect.

CONFIGURING SYNC PREFERENCES

  1. Select the List in ActiveCampaign to which you need the Contacts saved.
  2. Set the course of action to happen when a customer is deleted in Chargebee.
  3. In case you want to sync customers who purchased a gift subscription for someone else, toggle the setting.
  4. Chargebee automatically maps 18 fields from your Chargebee user interface to ActiveCampaign. You can map more fields by toggling the Map more fields setting and selecting the fields you want to map.
  5. Click Proceed when you are done with the settings.

INITIAL SYNC

Initial run will sync 10 latest customers from your Chargebee site and display errors if any from the sync.

  1. Click Run Initial Sync.

  1. Errors if any will be displayed. You can click Retry Initial Sync after addressing the errors or go forward by Syncing all records. However, syncing all records without addressing the errors will carry the unaddressed errors along with the integration.

  2. Syncing all records will complete the integration and take you to ActiveCampaign's Integration page in Chargebee.

Note:

Email IDs are unique in ActiveCampaign and hence, the same email ID cannot be present for more than one account in ActiveCampaign.

You can find the entire errors listed under the Sync errors tab. Functions such as Disabling auto sync and Managing sync rules can be done from the ActiveCampaign Integration overview page.

Unlink Integration

You can disconnect the integration using Unlink Integration option. This stops any further sync from Chargebee side.

Field Mapping

The table below lists the fields mapped between Chargebee and ActiveCampaign.

Field nameField in ChargebeeField in ActiveCampaign
    <tr>
      <td class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Customer Email ID</span>
      </td>
      <td class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">email</span>
      </td>
      <td class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">email</span>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Customer First Name</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">first_name</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">first_name</span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Customer Last Name</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">last_name</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">last_name</span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Customer Status</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">deleted</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">
            Cb_chargebeeCustomerStatus
          </span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Customer Company Name</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">company</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">Cb_orgName</span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Subscription ID</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">id</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">Cb_subscriptionID</span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Plan ID</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">plan_id</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">
            Cb_subscriptionPlanName
          </span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Subscription Status</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">status</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">Cb_subscriptionStatus</span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Trial Start Date</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">trial_start</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">
            Cb_subscriptionTrialStartDate
          </span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Trial End Date</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">trial_end</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">
            Cb_subscriptionTrialEndDate
          </span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Next Billing at Date</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">next_billing_at</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">
            Cb_subscriptionNextBillingDate
          </span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">
          Subscription Created at Date
        </span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">created_at</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">
            Cb_subscriptionCreatedOn
          </span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">
          Subscription Started at Date
        </span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">start_at </span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">
            Cb_subscriptionStartsOn
          </span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">
          Subscription Cancelled at Date
        </span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">cancelled_at </span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">
            Cb_subscriptionCancelledOn
          </span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Currency Code</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">currency_code</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">Cb_currency</span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Cancellation Reason</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">cancel_reason</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">
            Cb_subscriptionCancellationReason
          </span>
        </p>
      </td>
    </tr>

    <tr>
      <td colspan="1" class="cbDocsTd">
        <span style="color: rgb(51, 51, 51)">Subscription MRR</span>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">mrr</span>
        </p>
      </td>
      <td colspan="1" class="cbDocsTd">
        <p>
          <span style="color: rgb(51, 51, 51)">Cb_subscriptionMRR</span>
        </p>
      </td>
    </tr>
  </tbody>
</table>

Articles & FAQs

Salesforce sync error due to Process workflow - Unable to convert lead that is in use by workflow
Salesforce Sync Error - Matched account is already linked with another customer

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