ActiveCampaign for SugarCRM

ActiveCampaign and SugarCRM

SugarActiveCampaign is a SugarCRM add-on that provides an easy, fast and secure way to review the status of marketing emails and Lead Scores from ActiveCampaign in any of the Account, Leads, Contacts or Target List modules. Get contracts, NDAs and use features much faster. You can get started in about 60 seconds!

How it Works

This add-on enables your business to review Email Communications Status of Contacts, Leads, Accounts and Target List records along with their Lead Scores from ActiveCampaign, in addition to building log details.

Overview Video

Configuration Examples

Install this add-on after first uploading it using the module loader in the administration section of your SugarCRM.

After installation, a link will appear at the bottom of the administration section, where you can set your SugarOutfitters license and ActiveCampaign credentials.

Provide your SugarOutfitters license key and validate. After that, provide ActiveCampaign credentials (API URL, API key) and click on “Authenticate API” button to validate API. If you receive the success message as shown in the second image below, then your credentials are correct.

Save the Mapping List with SugarCRM modules and select the check boxes if you want to sync Existing or any Newly created records in SugarCRM, and then click the save button.

After saving the settings, you will need to save field mapping. Click on the link shown in the screenshot below.

You will be redirected to mapping view, where you will select the module name and save the field mapping.

Now, click the save button to finish your settings configuration.

Functionality

Sync Existing Records: If you mark the Existing Records Sync checkbox as true while saving configuration settings, then it will automatically move all existing records like Contacts, Accounts, Leads and Target Lists. Below, we have only marked the Contacts module checkbox as true, so all the existing contacts will be created in ActiveCampaign in whatever ActiveCampaign list you selected during settings configuration.

We have also set the Schedulers in SugarCRM for syncing existing records.

Now, you will be able to see the Existing contacts getting synced in ActiveCampaign list.

Syncing New Records: Now we will create a new contact in Sugar and this contact will be automatically created in ActiveCampaign because we have already marked the new sync record checkbox as true on setting page.

The procedure is same for Leads or Accounts modules.

Update Records: Whenever a record is updated in SugarCRM, it is automatically updated in ActiveCampaign as shown in the images below where we will update contact name and phone number.

Delete Records: Whenever a record is deleted in SugarCRM in the Accounts, Leads or Contacts modules, it will be automatically deleted in ActiveCampaign.

Target List Syncing: We can also sync Target Lists existing and new records from SugarCRM to ActiveCampaign. We have a target list in SugarCRM and the name of that list is Test Target List. And, this target list currently has one account and one lead. Our target list mapped with Test Techloyce List in ActiveCampaign as seen in the image below.

You can also see the existing records in target list are also getting created in ActiveCampaign in mapped list.

Now, we will link a new Account and Lead in target list, and then you'll see a new linking record automatically created and mapped in the ActiveCampaign list.

Add New Record in a Target List: Whenever a new record is linked in a target list in SugarCRM, it will be automatically created and mapped in the ActiveCampaign list.

Create new account in SugarCRM:

Link in CRM target list:

Record created in ActiveCampaign and also associated with the mapped list:

Unlink a Record from the CRM Target List: When any record gets unlinked from the target list in SugarCRM, then it will also get automatically unlinked from the ActiveCampaign list.

Sending Campaigns from SugarCRM:

Now you are seeing stats getting created in SugarCRM against each campaign list record linked with the specific campaign sent.

Campaign opened by the user:

Status updated in SugarCRM against that specific user:

When any subscriber clicks on any link in the campaign email, stats will get updated with clicked message in CRM as given below:

All stats of the records that are created in the ActiveCampaign module in CRM, you will also be able to see the stats of those records in SugarCRM.

Lead Score When any of the Account, Leads or Contacts are sent to Active Campaign, we fetch their Lead Scores and also update the value if it changes in Active Campaign. Once all of the syncing of data is completed in sugar CRM, it will only fetch the values of the updated Lead Scores in Active Campaign. In the image below you can we are saving the Lead Scores against each record that is linked with Active Campaign.

Sugar On-Premise & On-Demand Supported

If you host your own SugarCRM server or you are using SuiteCRM, then SugarActiveCampaign is fully supported. We also support Sugar On Demand service.

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