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Learn how contact, deal, and call data is merged after adding ActiveCampaign into CloudTalk.
User level: Admin, Agent, Supervisor

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Contacts

Your ActiveCampaign contacts will be imported into CloudTalk during initial synchronization. From there, synchronization runs periodically to check for and update changes on either side. ActiveCampaign contacts will also be created or updated when a new CloudTalk contact is added or changed.
Contact merging occurs in CloudTalk when multiple ActiveCampaign contacts have the same phone number, email address, or name.
In ActiveCampaign, contacts are only matched by email address. This means a new ActiveCampaign contact will be created based on if a CloudTalk contact has a different email address.

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Contact Data Mapping

CloudTalk ContactActiveCampaign Contact
NameFirst NameLast NameIf exporting from CloudTalk, any characters after a space will count as the last name in ActiveCampaign
Contact LinkLink to Contact Profile
PhonesPhone
EmailsEmail
Tags/
Title/
CompanyAccount Name
Industry/
Website/
Address/
City/
Zip/
State/
Country/
Favorite Agent/

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Deals

ActiveCampaign deals are imported to associated contacts in CloudTalk. Periodic synchronization ensures they remain up to date within CloudTalk when they are updated in ActiveCampaign.

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Deal Data Mapping

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Calls

Call tasks are created in ActiveCampaign for CloudTalk calls. Admin can limit which calls get exported by assigning specific CloudTalk numbers in the Connected Numbers section within the integration configuration. Call tasks are assigned to the contact in ActiveCampaign when the contact has no deals. However, calls are assigned to All deals if the contact does have ActiveCampaign deals.

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Call Data Mapping

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SMS

Email tasks are created in ActiveCampaign for CloudTalk SMS messages. Admin can limit which SMS messages get exported by assigning specific CloudTalk numbers in the Connected Numbers for SMS section within the integration configuration. Email tasks from SMS messages are assigned to the contact in ActiveCampaign when the contact has no deals. However, messages are assigned to All deals if the contact does have ActiveCampaign deals.

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SMS Data Mapping

CloudTalk SMSActiveCampaign Email Task - ContactActiveCampaign Email Task - Deal
DealsAll deals
ContactContact
Created dateDue dateDue date
-Deal task type - EmailDeal task type - Email
DirectionTitleTitle
Contact NameMessageDescriptionDescription
Calls from unassociated numbersWhen a call comes from a phone number that does not match any existing contact in ActiveCampaign, CloudTalk does not automatically create a new contact for it. The call is only exported when it can be linked to a known contact.
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