This article describes how to set up a Pipedrive-ActiveCampaign integration. If you are using HubSpot CRM please see here. If you are using Copper, see this guide instead.

This article covers:

  1. Common frustrations

  2. How our ActiveCampaign to Pipedrive integration works

  3. How to set up automatic contact sync from Pipedrive to ActiveCampaign

  4. How to set up automatic engagement recording from ActiveCampaign to Pipedrive

  5. Tips, observations, and useful definitions


What is the most common point of frustration people have when using Pipedrive and ActiveCampaign? The integration options for connecting the two systems are limited.

It's possible to connect Pipedrive and ActiveCampaign with Piesync. It syncs contacts both ways, but does not sync email engagement.

ActiveCampaign's own Pipedrive app also offers contact syncing two ways, but only supports updating Person fields (no organization or deal info). You can also use marketing engagement as a trigger in ActiveCampaign's Automations, where the output can be creating or updating Contact/Deal records in Pipedrive (but not recording such engagement on the contact profile in Pipedrive as an Activity).

Outfunnel's integration is purpose-built for B2B use cases where you want to connect sales and marketing data deeply and easily.

Our integration syncs your Pipedrive contacts to ActiveCampaign, keeps the lists up to date, and records all email engagement on the contact profiles in Pipedrive. With just one setup, your marketing can use the contact lists defined in the CRM for their campaigns, and give sales full visibility into leads' engagement, so they can sell smarter.


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How our ActiveCampaign to Pipedrive integration works

  • Make all Pipedrive contacts or subset(s) you define with filters available in an ActiveCampaign list, along with your custom contact and company fields.

  • Keep the two databases in-sync going forward. E.g. if a custom text field is updated in Pipedrive, this is updated in ActiveCampaign automatically.

  • Record email engagement on your contact profiles in Pipedrive when people open or click on ActiveCampaign email campaigns.

  • New ActiveCampaign subscribers can be copied to Pipedrive as contacts. Alternatively, new contacts can be copied to Pipedrive only when they open or click on an email campaign. (Coming soon)

  • Record web visits and custom lead scores in Pipedrive with Outfunnel's own Web tracking and Lead scoring as additional lead signals.


How to set up automatic contact sync from Pipedrive to ActiveCampaign

Watch this quick integration how-to video or follow the steps below.

1. Once you’ve signed up to an Outfunnel account, go to Outfunnel > App

connector

2. Choose Pipedrive and ActiveCampaign as the apps to connect, go through the authentication flow and click on Create connection.

3. In the Sync contacts tab, choose to sync all Pipedrive contacts or only contacts you’ve defined with Pipedrive person fields.

4. Next, choose which ActiveCampaign list you’d like the contacts to be synced to. You can sync different Pipedrive filters to different ActiveCampaign lists (e.g. separate email lists for different regions or pipeline stages) or you can sync multiple Pipedrive filters to the same ActiveCampaign list (e.g. a filter with open Deals for each sales rep, all synced to one big newsletter list).

5. Finally, select which fields you’d like to sync to ActiveCampaign with field mapping. You can choose all your Person and Organization fields and custom fields.

Notes

  • It takes 2-5 minutes for your selected Pipedrive contacts to appear in ActiveCampaign.

  • If the field doesn't exist in ActiveCampaign yet, you need to pre-create this first (automatic field creation coming in soon).


How to set up automatic engagement recording from ActiveCampaign to Pipedrive

If you've already set up contact syncing, skip to step 3.

1. Once you’ve signed up to an Outfunnel account, go to Outfunnel > App

connector

2. Choose Pipedrive and ActiveCampaign as the apps to connect, go through the authentication flow and click on Create connection.

3. In the Record engagement tab, open the ActiveCampaign list dropdown to select lists that you’d like to record activity from.

4. Finally, define how you’d like email activities like opens, clicks, bounces or unsubscribes recorded in Pipedrive – or simply use our default settings (which we’ve described below). You can change these settings at any time by clicking on the Edit button on the Connection under App connector.

That’s it! You’re ready to start sending email campaigns to Pipedrive contaxts from ActiveCampaign and seeing engagement recorded in the CRM.


Tips, observations, and useful definitions

💡 Outfunnel supports two ways to manage your contacts between Pipedrive and ActiveCampaign

  • Option A. Master database of all contacts in Pipedrive, contacts synced to ActiveCampaign for emailing via Outfunnel. To enable this, first collate your whole contact list (Pipedrive + ActiveCampaign) into Pipedrive and sync all contacts, or a selection you define with Pipedrive filters, into ActiveCampaign with Outfunnel.

  • Option B. Contact list in ActiveCampaign is separate from prospect/customer list in Pipedrive. If a contact, defined by their email address, exists in both Pipedrive and ActiveCampaign, we log email engagement to Pipedrive to the right contact.

💡 Best results with a new list. We recommend to set up a brand new ActiveCampaign List to ensure everything works flawlessly, but syncing data to an already existing List works as well in most cases.

💡 Sync frequency. Outfunnel syncs some data instantly and some every 4 hours (approximately). You can force a sync when you click on the headline of an Automation and then click the “Sync events now” button.

💡 Unsubscribe recording. Outfunnel only records end-user initiated unsubscribes in Pipedrive and manual unsubscribes in ActiveCampaign are not recorded. When a contact is unsubscribed manually but they still match a filter in Pipedrive that is targeted by an automation, then Outfunnel will resubscribe them in ActiveCampaign. If you'd like to manually remove a contact in ActiveCampaign, they need to be permanently deleted under the contact profile in ActiveCampaign.

💡 Email activity is registered on the Contact level. If someone has sent an email, or they open or click in an email, this is registered independently of the deal stage or pipeline in their Contact profile.

💡 Single source of truth is Pipedrive. Outfunnel currently treats Pipedrive as the “single source of truth”, and any changes you make in Pipedrive will be reflected in ActiveCampaign. This doesn’t work the other way around. If you’d like to edit contents of a field in ActiveCampaign, please make the changes in Pipedrive and let Outfunnel take care of syncing this to ActiveCampaign.

💡 Make edits on the Pipedrive end only. Furthermore, making changes to fields or contents of fields that are synced via Outfunnel on the ActiveCampaign end may result in partially disabling Outfunnel automations.

💡 Supported campaign types. Outfunnel comprehensively tracks and records data for all ActiveCampaign campaign types.

💡 The default settings for recording email engagement data in Pipedrive are:

  • A note is created for each email sent (If you're sending high volumes of email, you may want to disable creating an activity for each campaign sent.)

  • A custom activity is created for each email opened, clicked, bounced or unsubscribed.

💡 Learn more about the best ways to manage unsubscribes and bounces.

💡 Notifications. If you’d like to receive email notifications about people opening and/or clicking your newsletters, you’ll need to turn on Email notifications feature in Pipedrive. (See how). Once enabled, each user can turn on Email notifications by going to Settings > Personal > Preferences > Notifications.

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