Below you’ll find a guide on how to two-way sync ActiveCampaign and SharePoint Contacts. This process will allow users to keep contacts between these two sources in constant sync.
Steps for Syncing ActiveCampaign with SharePoint:
1. Users will first need to log into the Cirahub Dashboard and select contacts as the object they want to sync. From there, they will need to select CRMs and ActiveCampaign as the source type for their contact spoke. This will prompt the user to enter their ActiveCampaign access URL and key, and from there the Hub & Spoke process can begin. For more information on how to link your active campaign account, and creating your hub, read more here.
2. Users will then need to attach an additional spoke to add SharePoint contacts within their tenant or another tenant. To connect a SharePoint account to CiraHub, a user will need to sign in using a Microsoft account associated with SharePoint to give CiraHub additional permissions to browse the company’s users or contact. Then, on the Dashboard, they will need to configure sync settings for the HubSpot and SharePoint Spoke they have created. This will allow Two-way sync between the spokes and Hub. Note that users can attach additional spokes to multiple SharePoint accounts as required. More info on attaching a SharePoint spoke to an existing Hub can be found here.
Custom Field Mapping
CRM Contact Sync
Why Use CiraHub?
With CiraHub users can sync contacts between ActiveCampaign and SharePoint fairly easily. Optimizing the transfer of essential data between CRM platforms such as SharePoint and ActiveCampaign can help improve sales operations within a company. Organizations can sync data from ActiveCampaign to SharePoint or from ActiveCampaign to SharePoint with CiraHub’s sync configurations. Down below you will find even more tutorials on how to sync contacts with different applications.