With Active Campaign, you can manage your prospects, customers and contacts. Exceed knows how to automate the conversations with your leads, prospects and customers. Exceed also collects information from contacts such as phone number, title, etc. which get updated as well in Active Campaign. With the Exceed Active Campaign integration, your contacts stay in sync with your sales team’s Active Campaign database.
The integration between Exceed and Active Campaign is a bridge between your automated conversation with your contact and your sales database, allowing activity and information to move seamlessly between the two. With the Exceed Active Campaign integration, your sales team will consistently have the most up-to-date contact information and communication.
After you authenticate your Active Campaign account, Exceed.ai will pull any new contacts in Active Campaign, which meets predefined criteria. Then, we'll create a contact in Exceed database which we start working on based on your predefined sequences in Exceed.
How to Enable Active Campaign Integration at Exceed?
Prior to setting up the integration, we recommend creating a dedicated Active Campaign account, rather than using an employee's account. This is done to guarantee continuous access in cases of personnel changes and to ensure Exceed API user has only the needed permission.
Log in to Exceed (Preferably via Incognito window)
Click on the Setting > Integrations
Click on ‘Add Active Campaign account’ button in the Active Campaign Integration section
Log in to Active Campaign and click "Allow" in order to give Exceed permission to send and pull contact information
Wait for Active Campaign and Exceed to authenticate
Your project should now be successfully integrated with Active Campaign!
Exceed provides out-of-the-box contact status and field mapping between Exceed and Active Campaign. As mentioned above, this mapping is quite flexible and we allow you to adjust status / field mapping based on your specific workflow process and data management in your Salesforce.
Mapping between Exceed and Active Campaign
Every customer sets up their Active Campaign in a different way. Therefore we provide our customers with full flexibility to map Exceed contact statuses to the corresponding statuses in Active Campaign. The same goes for field mapping as well.
Contact Fields Mapping
Here is the list of potential fields Exceed.ai syncs with Active Campaign. You can find a corresponding field at Active Campaign for each field in the Exceed platform. Exceed can add more mapping as needed to enrich contact data in Active Campaign:
Exceed can automatically pull contacts from Active Campaign to Exceed. There are two ways:
Pull Contacts to Sequences using Lists
Once you've chosen this option for your integration, visit each sequence (under its Integrations tab) and choose a specific list to pull contacts for this sequence.
Pull Contacts to Sequences using filters
You'll need to define criteria to pull leads and contacts under the integration of each sequence.
For example, in case you want to pull leads that are "No Show", this is how you will set it up:
For the two options, you'll need to turn on the integrations toggles both on the Integrations page and on the sequence level to pull in contacts. Emails would start sending only once the sequence is activated.
For any questions, reach out to us via the Customer Care Communications Portal.