Home > CiraHub Support > How to Enable Two-Way CRM Contact Sync With ActiveCampaign and Salesforce

This article will outline how to enable two-way CRM Contact Sync with ActiveCampaign and Salesforce. ActiveCampaign and Salesforce are cloud-based CRM tools for support, marketing, and sales. CiraHub consolidates numerous data sources from multiple platforms ensuring that the information is consistent across devices and software.  

Instructions: 

1. Log in to CiraHub. On the Hub & Spoke Setup page, select the Contacts object. (See figure below.) Note that CiraHub can sync both contacts and calendars.  

Hub and Spoke Setup

2. Next, select the source type of your Contact spoke. In this case, we have selected the CRM function, then ActiveCampaign, and click NEXT. (See figure below.)  

Choosinf ActiveCampaign as the Source of your Contact Spoke

3. Enter your ActiveCampaign Access URL and Key by following the steps outlined here or using existing credentials. (See figure below.)

Entering your ActiveCampaign Access URL

4. Create a name for your first Spoke and click NEXT. (See figure below.) 

Naming your First Spoke

5. Enter a name for your Hub and click CREATE. 

Naming your Hub

6. On the CiraHub dashboard, click the +SPOKE button to add a new spoke. It will take you to the Hub & Spoke setup page. Select CRM, then Salesforce, and click NEXT.  

Choosing Your Calendar Spoke Source

7. Sign in using your Salesforce credentials. Alternatively, you can select an existing Salesforce profile and click NEXT. (See figure below.) 

Signing in With Salesforce Credentials

8. Next, choose a name for your Salesforce Spoke and click CREATE. (See figure below.) You should now see two spokes connected to the Hub on the CiraHub Dashboard. You can add more spokes as required. (See figure below.) 

CiraHub Dashboard

10. Next, click on each Spoke, go to Sync Options and click Allow Hub to create and sync items in this spoke and click SAVE (See figure below.) 

Modifying ActiveCampaign Sync Options

11. On the CiraHub Dashboard, click on the Hub and then click Sync Now to enable two-way contact sync between Salesforce and ActiveCampaign. You can also edit synchronization for each of your spokes using the options at the bottom of the page. (See figure below.) 

Synchronization on CiraHub Dashboard

Learn More About CiraHub!

CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft Office 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company.  

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