Active Campaign

ActiveCampaign is a versatile and powerful marketing automation platform designed to help businesses engage with their customers through personalized and automated communication. It offers a wide range of tools and features for email marketing, marketing automation, CRM, and customer support.

Features

Feature nameSupported
Bulk uploadTrue
Operation modesTrueUpsert

πŸ”§ Setup Guide

To connect ActiveCampaign to Weld, you need an ActiveCampaign account with Administrator permission.

Step 1 - Get API Key

  1. Log in to your ActiveCampaign account as an Administrator.
  2. On the left-hand navigation menu, click Settings > Developer.
  3. Go to the API Access section, copy the URL and API Key. You will need them to configure Weld.

Step 2 - Begin Configuration

  1. In the connector setup form, enter the destination schema name of your choice.
  2. Enter the API Key that you copied from step 1.
  3. Enter the URL copied from step 1.

Step 3 - Data To Sync

  1. Select the pre-built reports you wish to include in the sync.
    You can view the schema, remove columns or hash sensitive information.

Step 4 - Configure Sync

  1. Select how often you would like the data to sync.
  2. Provide a unique destination table name.

Weld will take over from here and commence syncing data from your ActiveCampaign account.

πŸ”§ Setup Guide - Reverse ETL

Active Campaign reverse ETL allows you to sync data on a schedule from your Weld App automatically into Active Campaign.

  • contact (upsert only)

Prerequisites

To connect ActiveCampaign to Weld, you need an ActiveCampaign account with Administrator permission.

Step 1 - Authenticate

  1. Click on the Reverse ETL button in the side bar and click + New on the top right.
  2. Select the Active Campaign connector from the drop down menu or or else click + Add new connection to authorize the connector:
    1. Log in to your ActiveCampaign account as an Administrator.
    2. On the left-hand navigation menu, click Settings > Developer.
    3. Go to the API Access section, copy the URL and API Key. You will need them to configure Weld.
    4. In the connector setup form, enter the destination schema name of your choice.
    5. Enter the API Key and URL that you copied from step 3.

Step 2 - Begin Configuration

  1. Select your object:
    • Contact

Step 3 - Model

  1. Choose the SQL model that contains the data that you would like to send to Active Campaign

SQL Model tips for Active Campaign Reverse-ETL

  • Your SQL model should have one row per Contact.
  • Requires Primary key

Step 4 - Sync Operation

Choose how you would like to sync your data:

  • Upsert: Inserts new records and updates already synced data

Step 5 - Schedule

Choose how often you would like the sync to run. You can choose to have the sync running on an independent schedule or as part of an orchestration workflow.

Step 6 - Mapping

Primary key: Select the unique identifier fields to match your record between your source and destination (this is usually the email or ID).

Map the column from your data model to the property in Active Campaign.

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