This article describes how to set up a Copper-ActiveCampaign integration. If you are using Mailchimp please see here.

This article covers:

  1. How our ActiveCampaign to Copper integration works

  2. How to set up automatic contact sync from Copper to ActiveCampaign

  3. How to set up automatic engagement recording from ActiveCampaign to Copper

  4. Tips, observations, and useful definitions

How our ActiveCampaign to Copper integration works

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

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

  • Record email engagement on contact profiles in Copper whenever people open or click on ActiveCampaign email campaigns.

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


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How to set up automatic contact sync from Copper 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 Copper 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 Copper contacts or only contacts you’ve defined with Copper Contact tags, Lead status, or Contact type.

4. Next, choose which ActiveCampaign list you’d like the contacts to be synced to. You can sync different Copper segments to different ActiveCampaign lists (e.g. separate email lists for different regions or pipeline stages) or you can sync multiple Copper segments to the same ActiveCampaign list (e.g. a list 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 chosen Copper 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 copy new ActiveCampaign subscribers to Copper automatically

Coming soon

New ActiveCampaign subscribers are not copied to Copper by default. If you’d like to create new Leads in Copper when they are subscribed to one of ActiveCampaign lists, simply set up a rule under the "Sync Contacts" tab.

  1. Choose the ActiveCampaign list to track

  2. Assign the default contact owner

  3. Choose whether you'd like Outfunnel to also create an activity about this in Copper

  4. Then, set up field mapping if you haven't already

Note that currently, Outfunnel creates new contacts as Leads in Copper. If the Leads functionality is turned off, Persons are created instead.


How to set up automatic engagement recording from ActiveCampaign to Copper

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

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

4. Finally, define how you’d like email activities like opens, clicks, bounces or unsubscribes recorded in Copper – 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 Copper contacts from ActiveCampaign and seeing engagement recorded in Copper.


Tips, observations, and useful definitions

💡 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 Copper and manual unsubscribes in ActiveCampaign are not recorded. When a contact is unsubscribed manually but they still match a segment in Copper 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.

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

💡 Email activity is registered on a 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.

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

💡 All engagement is recorded as a new activity type in Copper. This applies to sends, opens, clicks, bounces, and unsubscribes. All of these types are easily filterable in Copper allowing you to create a list of people based on engagements.

Please note that an API Key is necessary to create an Outfunnel account. Make sure your Copper plan allows you to generate API Keys.


Start syncing data between ActiveCampaign and Copper.

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Do you grow your lists with the help of web forms? See the following integrations to automate lead capture sync to Copper:

Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.

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