Help: Integration

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Zapier FAQ

Here are some commonly asked questions about our new embedded Zapier integration.

  1. How do I access this integration?
  2. Do I need a separate Zapier account to use this integration?
  3. Can I use my existing Zapier account with this integration?
  4. Can I be logged-in to both my existing Zapier account, and through the ActiveCampaign integration?
  5. How does the Zapier integration work?
  6. So I can integrate ActiveCampaign with any service listed on Zapier?
  7. How often are updates checked for?
  8. Will Zapier send existing data across (to the action source)?
  9. Is ActiveCampaign required to be used as a trigger or action?
  10. I use a SQL source (MySQL, MSSQL, etc) as my trigger. Will it look for updated data, or just new data?
  11. My custom fields are not showing as sample data. How do I map them if I can’t choose them?

How do I access this integration?

Go to the Contacts > “Import Contacts” page.

If branding is on, you should see another link: “See more available integrations.”

The direct URI is /import_service/ (which can be accessed regardless of whether or not branding is on). If branding is off and you need to set up integrations for your users, you have to load the direct URI to access the page (the link won’t appear on the import page).

Do I need a separate Zapier account to use this integration?

No. We automatically create a Zapier account once you start using the service. This all happens automatically so you won’t ever see an account sign-up form or anything like that.

Can I use my existing Zapier account with this integration?

Unfortunately no. In partnership with Zapier, you’ll have a new account automatically created for you once you start using the integration. This account can only be accessed through ActiveCampaign’s interface, so you can’t log in to your ActiveCampaign Zapier account through Zapier.com directly.

Can I be logged-in to both my existing Zapier account, and through the ActiveCampaign integration?

It might be possible, but we’ve noticed issues with the ActiveCampaign integration if you are also logged-in to another Zapier account already. So it’s best to log-out of all Zapier accounts before accessing the ActiveCampaign integration.

How does the Zapier integration work?

You select two services you want to pass data between. The left side is your “trigger” source (where the data is initially added). The right side is your “action” source (where the data needs to go). For example, if you wanted to push your Batchbook contacts into ActiveCampaign, you would set up something like this:

This will send all new people added to Batchbook into ActiveCampaign as well.

If you wanted to do the reverse (add contacts from ActiveCampaign into another service), just add ActiveCampaign to the left side:

So I can integrate ActiveCampaign with any service listed on Zapier?

Yep. It’s up to you to create the connection (and decide what fields you want to pass, etc), but any service listed on Zapier can be used in conjunction with ActiveCampaign.

How often are updates checked for?

Depending on your ActiveCampaign plan, Zapier will check for updates (from your “trigger” source) every 5 or 15 minutes. This means there might be a short delay before you see data transferred to your “action” source (after adding new data to the trigger source).

Will Zapier send existing data across (to the action source)?

No. It will only send new data after you set up the connection. Existing data will not be sent over. So if you need existing data, you’ll have to do a standard import first, then set up a Zapier connection to capture any new data after that point.

Is ActiveCampaign required to be used as a trigger or action?

Yes. You can’t set up a zap between two services that don’t include ActiveCampaign. You will see this message if you try:

I use an SQL source (MySQL, MSSQL, etc) as my trigger. Will it look for updated data, or just new data?

It will only look for new data, as most SQL sources on Zapier only have a “New Row” option:

This means that Zapier will only detect new rows added to your table or custom query.

You might find more information on how Zapier detects new data (and avoids duplicate data rows) by reading here regarding MSSQL (pay particular attention to the stuff about deduplication).

My custom fields are not showing as sample data. How do I map them if I can’t choose them?

When you click the “Insert fields” button to load ActiveCampaign fields, Zapier will initially only show you the general fields that all accounts can access:

In order to see your custom fields in this list, Zapier needs real sample data so it knows what custom fields you have in your ActiveCampaign account. To do this, proceed to step 6 (“Test this Zap”) and click the “Test ActiveCampaign trigger” button:

A pop-up modal will appear, asking you to create a brand new item in ActiveCampaign so Zapier can fetch the actual data:

This is where you should go into ActiveCampaign and update a contact. Then click the “Ok, I did this” button (shown in the screenshot above). It can take a minute or so for Zapier to receive the data. Once it does, it will show “We found your changes!” under step 2:

Now you should see custom fields in the fields list:

If you always see the old samples showing, you might not be able to conduct a brand new test.

So first try creating a brand new zap. If that doesn’t work, you can manually put the field into the form if you know the custom field ID. Example:

{{contact__fields__209}}

(Note the double underscores separating each word or number.)

This should get converted to a Zapier data field:

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