This article covers:

  1. Common frustrations

  2. How the 2-way ActiveCampaign to Copper integration works

  3. Set up contact sync

  4. Set up engagement sync

  5. Monitor synced contacts and engagements

  6. Tips, observations, and useful definitions


The most common frustration that people have when using both Copper and ActiveCampaign? The integration is not automatic and only syncs one-way.

While you can use Zapier to connect Copper and ActiveCampaign, its setup is difficult to configure, maintain and it can get expensive rather quickly. For each contact added, field updated, contact deleted or engagement created you'd need to set up a separate Zap, with multiple steps to ensure no duplicates are created and the information is synced with the right contacts).

Outfunnel's Copper-ActiveCampaign integration is designed for B2B companies who want 2 key things from a sales-marketing integration:

  1. Keep sales and marketing contacts in sync and

  2. Automatically record ActiveCampaign email opens, clicks, unsubscribes in Copper for the salespeople to see.

With just a 10-minute, no code setup your marketing can use the contact lists defined in Copper for their campaigns and give sales full visibility into leads' engagement, so they can sell smarter.).

How the 2-way Copper-ActiveCampaign 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 (one-off and automation 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.


Connect Copper and ActiveCampaign today

14-day free trial. No credit card required.


Set up contact sync

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

1. Authenticate your apps. Head to Outfunnel > App connector, select Copper and ActiveCampaign, and authenticate as per on-screen instructions if you haven't done so already.

2. Select the connection type. Click on Connect and choose Contact sync as the connection type

3. Set up contact sync rules. You can set up the contact sync from Copper to ActiveCampaign or ActiveCampaign to Copper.

  • Sync contacts from Copper to ActiveCampaign. Choose whether to sync all Copper contacts or only contacts you’ve defined with a Contact tag, Lead Status, or Contact Type. Learn more about Copper segmenting options. Then select the ActiveCampaign list you'd like to sync them to.

    You can sync different Copper segments to different ActiveCampaign Lists (eg. separate tags for different regions or pipeline stages) or you can sync multiple Copper segments to the same ActiveCampaign List.

  • Sync leads from ActiveCampaign to Copper. Choose a list that you'd like to record new subscribers to Copper as leads and specify the owner.

    Once the lead is created in Copper, a "Contact Created" activity is added under the lead profile.

    Note:
    - A new subscriber will not run be created from mass inserts such as contact imports.
    - The contact will only be added if they are subscribed to a list
    - New contacts are created as Leads in Copper. If the Leads functionality is turned off, Persons are created instead.

4. Set up field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider. You can choose up to 30 fields from all your Lead, Person, and Organization fields and custom fields.

5. Activate. Activate the connection. The first sync can take up to 15 minutes based on the number of contacts in the sync. The sync runs every 4 hours automatically thereafter or you can trigger an instant sync anytime by clicking on Sync now.


Set up engagement sync

1. Authenticate your apps. Head to Outfunnel > App connector, select Copper and ActiveCampaign, and authenticate as per on-screen instructions if you haven't done so already.

2. Select the connection type. Click on Connect and choose Engagement sync as the connection type

3. Choose the audience. Choose the ActiveCampaign lists and automations for which you’d like to record email engagement (opens, clicks, unsubscribes, etc).

4. Define how engagement gets recorded. Then define how you’d like email activities like opens, clicks, bounces, or unsubscribes recorded in Copper – or simply use our default settings.

5. Set up field mapping. When Outfunnel syncs an engagement for a contact that does not yet exist in Copper, a new contact is created with the defined field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider.

6. Activate. Activate the connection. Outfunnel only records engagement from emails that have been sent after activating the connection. The sync runs every 4 hours automatically thereafter or you can trigger an instant sync anytime by clicking on Sync now.

PS. We also offer retrospective sync on demand for an additional cost. Please refer to this article.


Monitor synced contacts and engagements

Once the connection is live, navigate to the Status tab to see key information about the connection, such as when the last sync ran and which events have been synced.


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.

💡 Historical engagement sync. Are you looking to sync engagements from campaigns that were sent before you set up the connection? Please refer to this article here.

💡 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 supports one-off and automation campaigns.

💡 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.

14-day free trial. No credit card required.


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.

Did this answer your question?