Integration with ActiveCampaign CRM – Linked Helper

Before setting up the integration, it's crucial to keep in mind that:

In ActiveCampaign CRM, email is a mandatory field for a contact. In Linked Helper, however, some data, incluging e-mails or phone numbers, can only be scraped from your 1st connections via certain actions like Visit & Extract profiles action, so we recommend our users sending contacts to a CRM after they were scraped via "Visit and extract" action.
When sending a profile to ActiveCampaign, Linked Helper searches for a match between the profile's and leads' identifiers in ActiveCampaign; if a match is not found, Linked Helper creates a new lead.
To avoid duplicate leads being created due to their emails received from different sources, we recommend adding extra identifiers, for example, LinkedIn profile member ID and LinkedIn public ID (see Creating custom fields section).
Linked Helper searches for a match using one identifier at a time, starting with the upper one; only if a match is not found, another identifier is used for searching.

Get ActiveCampaign API key and base URL

For Linked Helper to be able to send data to your ActiveCampaign account, it needs to have your API key and your base URL.

To find them, please:

Click on the Settings icon in the bottom left corner of the ActiveCampaign page.
Choose the Developer menu.
From there, you can copy the API URL and API key:

Add action to your workflow

To send successfully processed profiles

If you want to send profiles to a CRM after they were successfully processed in a certain Action, you need to add Send person to external CRM below that Action:

Make sure the Send person to external CRM plug-in is installed;
Go to your campaign Workflow tab and click '+' button below the action after which you'd like to send a profile to ActiveCampaign:
Find the 'Send person to external CRM' Action and click the Add button:
Choose ActiveCampaign CRM and click Next:
Paste the API key and URL you got in the previous section of this article and click Next:

To send those who replied

If you want to send only those who replied to a certain message, you need to set up the integration in the corresponding Check for replies and/or any messaging action that sends follow-up to a previously sent message:

Make sure the Send person to external CRM plug-in is installed;
Navigate to the action that should send replied profiles to a CRM and click it to see the settings on the right:
choose the CRM you'd like to send profiles to and then click the next button to adjust its settings:

Adjust integration

Settings overview

Once you've opened CRM integration settings, you will see default fields that will be sent to your CRM. Let us quickly review what you can do here:

Change the ActiveCampaign API URL and key you get as per the Get ActiveCampaign API key and base URL section.
Change the ActiveCampaign API key you get as per the Get ActiveCampaign API key and base URL section.
Send the messaging history with a profile as note to the ActiveCampaign.
Add contact to one of custom ActiveCampaign email lists.
Switch to the Account tab to choose what profile's current company fields should be sent and adjust them if needed.
Map Linked Helper fields with fields in the CRM.
Identifiers (IDs) - fields that are used to search for a profile in the CRM. If a profile with such an ID is not found, the next field below that's selected as an identifier is used for searching. With no profile found at all, Linked Helper creates a new record in the CRM.
When a profile is found in the CRM, Linked Helper sends data to empty fields only and leaves existing values in the CRM unchanged. If you want to send data to a field and update its value with new data from LinkedIn even if the field is not empty, enable the override option for such a field.
Add new fields that will be sent to ActiveCampaign CRM.
Remove fields that you don't want to send to ActiveCampaign CRM.
Choose what element to send to ActiveCampaign CRM. If a field contains several values, e.g. a profile has 3 phone numbers, then you can choose what phone number (1st, 2nd, or 3rd) to send. To send them all, on the Linked Helper side, you need to add several identical fields but set a different element number for each field, and on the side of ActiveCampaign CRM, you need to have three different fields, one per each phone number.
Add mapping for most useful fields to send them to ActiveCampaign CRM.
Save the changes.
Save the changes and make current settings be default ones for newly added actions or those actions that set to use defaults.

Changing default options

By default, profiles are not added to the ActiveCampaign email lists. You can choose what email list to automatically add connections to for email broadcasts:
If you do not want to overwrite the values of certain fields in ActiveCampaign with new data from Linked Helper, unset the checkbox in the Overwrite column. In such a case, Linked Helper will leave them as they are in ActiveCampaign, or create the fields if they do not yet exist:
If you do not want to create certain fields in ActiveCampaign in case they do not exist, you can delete the mapping by clicking the Bin button in the last column.
Linked Helper sends the company a lead works for into ActiveCampaign as well. If you switch to the Account tab, you can adjust what fields of a lead's company should be sent to ActiveCampaign.
If you don't want to send the lead's company, simply delete all mappings in the Account tab, and vice versa, if you do not want to send leads, then delete all mappings from the Contact tab:

Adding new mapping for other fields

If you want to send some extra data about a profile or its company into a standard CRM field, you need to:

Click '+' button in the list of CRM settings:
In the 'CRM field' drop-down list, choose the field that already exists or was previously created in the ActiveCampaign, for example, 'Field of study':
Once a field is chosen, you can set the Overwrite checkbox if you want to replace the already existing value in the CRM with the value received from Linked Helper. Choose the corresponding field in the 'CRM field' drop-down list:
In case there is not suitable field which happens, for example, when you use generic fields such as utm_medium, then you need to select the CONSTANT_VALUE option in CRM Field and find a needed option from the selected list (or type the value manually if it should always be the same):

Creating custom fields

Semi-automatically

The easiest way to create custom fields is to click the 'Create most useful custom fields' button at the bottom of the ActiveCampaign configuration menu.

In the pop-up, unset the checkboxes next to the custom fields you do not want to create for lead in ActiveCampaign, and click Save. We recommend leaving lh_member_id and lh_public_id which will help you avoid duplicates:

In the same way, you can add custom fields for companies:

Navigate to the Account tab.
Click the 'Create most useful custom fields' button.
Unset the checkboxes next to the custom fields you do not want to create for lead in ActiveCampaign for companies. We recommend leaving the lh_company_id and lh_public_id fields which will help you avoid duplicates.
Click Save.

Manually

Click '+' button in the list of CRM settings:
Choose a field from the 'CRM field' drop-down list. In case you want to send the same value for every profile, then you need to select the CONSTANT_VALUE option and set the value manually.
In the 'CRM field' drop-down list, choose the 'Create new field' option:
Set the field Name and click Yes:
Once the field is created, you can set the Overwrite checkbox if you want to replace the already existing value in the CRM with the value received from Linked Helper.