Integration Overview: CRM Connector Platform is an integration hub for ActiveCampaign. Sync contacts and deals with accounting, CRM, and field-service platforms such as QuickBooks Online, Xero, Pipedrive, and ServiceM8. Turn won deals into draft invoices and use customer, payment, and job events to trigger automations.
Is This Integration Right for You?
- Service Businesses: Connect the marketing activity managed in ActiveCampaign with jobs and customers stored in ServiceM8 or another field-service platform.
- Small Businesses: Connect QuickBooks Online, Xero, or FreshBooks with ActiveCampaign and use paid or overdue invoice events to trigger automations.
- Agencies and Consultants: Connect each client’s ActiveCampaign account with their CRM, accounting, or field-service software.
Why Use the CRM Connector Platform Integration?
Keep Contacts in Step Across Your Systems
- Synchronize contacts in both directions between ActiveCampaign and your accounting, CRM, or field-service software. Match records by email address to avoid creating unnecessary duplicates.
Turn Deals into Invoices and Work
- Convert a won ActiveCampaign deal into a draft invoice, work order, or project. Quotes created in your accounting platform can also appear as deals that continue to follow the quote’s status.
Start Automations from Business Events
- Add tags such as Customer, Overdue, or Job completed when an invoice is paid, becomes overdue, or a job is finished. Use those tags to trigger the appropriate ActiveCampaign automations.
Key Features of the CRM Connector Platform:
- Synchronize contacts in both directions with supported accounting, CRM, and field-service systems.
- Turn won ActiveCampaign deals into draft invoices, work orders, or projects.
- Bring accounting quotes into ActiveCampaign as deals that follow their current status.
- Apply tags for paid invoices, overdue accounts, and completed work to trigger automations.
- Configure filters for each integration and review an activity log explaining why individual records were skipped.
