Active Campaign Integration - Setup

Enhance your marketing and sales alignment by integrating Active Campaign with Membrain. This step-by-step guide ensures you can efficiently synchronize data between both platforms for optimized operations.

Note: Membrain needs a Company Name for each contact it syncs from Active Campaign to Membrain. Active Campaign calls Company Names "Accounts" which are available on their Plus, Professional, and Enterprise plans. If you do not have these plans, keep on reading to see how to sync your contacts to Membrain. 

What This Integration Does

• Sync Key Information – Automatically keeps your data in Membrain and Active Campaign up to date.
• Reduce Manual Data Entry – Keep records updated without extra work.

Why It Matters

• Saves Time – Eliminates duplicate data entry between systems.
• Reduces Errors – Ensures accurate and up-to-date company and contact records.

Step-by-step Guide

Setting up the integration is quick and easy, and with the step-by-step instructions below to help you get started, you'll be up and running in no time.

1. Connect Membrain to Active Campaign - Authenticate the Membrain / Active Campaign connection
2. What to Sync - Create a filter for what Companies and Contacts to sync
3. Fields to Sync - Map the Company and Contact Fields to be synced
4. Sync Status - Monitor the status and usage of the integration
5. API Log - Access the integration's log to review data flow, errors and execution status

Part I - Connect Membrain to Active Campaign

1. Go to System Setup from the profile picture (bottom left)
2. Scroll down to the Integrations area and click on the Active Campaign box
   
3. Add your Active Campaign URL and API key and click Save

Part II - What to Sync

Sync Mode

Choose to sync "Contacts and Companies" or "Only Contacts." If lacking the Accounts feature in Active Campaign, opt for "Only Contacts" and create a "Company" field in Active Campaign for mapping.

After creating the "Company" field in Active Campaign, select it in Membrain under the "Active Campaign Company Name Field."

Active Campaign to Membrain

Once that is done you can select lists that you want synced from Active Campaign to Membrain. Contacts added to your selected list in AC will create a Contact and Company in Membrain once they have been changed , then you can decide what you want to happen within Membrain based on the Action you select.

For the sync from Membrain to Active Campaign, you have the option to select multiple filters so you can send contacts based off of different criteria.

Part III - Fields to Sync

That section allows you to configure which contact and company information will be synced from Active Campaign into Membrain, or from Membrain to Active Campaign.

In addition to contact and company fields, project fields such as Owner, Process, Value, Key, and more can be mapped. You can also populate company fields when a new Sales Project, Prospect or Account Growth Project is created.

Mandatory Fields

These fields are mandatory for the integration to work, and are synced by default:

• First Name
• Last Name
• Email Address
• Company Name

Adding More Fields

1. Click on the Add Field to Sync button under the Contact Fields respectively Company Fields sections.
2. Select the Membrain field (left) you want to map to the correspondent Active Campaign one (right).
   When selecting fields to map, you must choose like for like. E.g. If you want to map a number field in Membrain (for example a phone number) you can only map that to a number field in Active Campaign.

Part IV - Sync Status

A helpful area to check on the status of the sync and how each field sync is performing is the Status Area. From there, you can:

• See when the sync ran last. By default, the sync runs every 3 minutes.
• Initially, you may "Run Sync Once" to test the integration, then click on "Start Sync Service" to sync fully.
• Stop the sync at any time, and restart when ready.

Updating Sync Timestamp

During the initial sync process, if the data that you want to be synced has not been modified recently, change the sync timestamps to an earlier date. To update the sync date:

1. Disable Sync by clicking on "Stop Sync Service".
2. Update the date on timestamp by hovering and clicking on it.
   
   
3. Save and Enable Sync Service

Part V - API Log

This log can be useful for those with a more technical background. The log lists every event related to the sync in date order and can be very useful for analyzing or troubleshooting the sync.

• Click on Show Individual Logs to view logs by run dates
  
• Click on Back to Main Log to go to the full view of the logs
  
• Download All Logs allows you to download the entire log