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ActiveCampaign Data Synch

How data is synchronized between your CloudTalk and ActiveCampaign account

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Written by Shelby Glynn
Updated over a week ago

Learn how contact, deal, and call data is merged after adding ActiveCampaign into CloudTalk.


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.

Contact Data Mapping

CloudTalk Contact

ActiveCampaign Contact

Name

First Name

Last Name

If exporting from CloudTalk, any characters after a space will count as the last name in ActiveCampaign

Contact Link

Link to Contact Profile

Phones

Phone

Emails

Email

Tags

/

Title

/

Company

Account Name

Industry

/

Website

/

Address

/

City

/

Zip

/

State

/

Country

/

Favorite Agent

/

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.

Deal Data Mapping

CloudTalk Contact Activity

ActiveCampaign Deal

Deal

Deal

Activity link

Link to deal

Title

Deal Title

Description content

Deal Value
Deal Currency
Deal Status—open/closed

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.

Call Data Mapping

CloudTalk Call

ActiveCampaign Call Task - Contact

ActiveCampaign Call Task - Deal

Deals

All deals

Contact

Contact

Call end

Due date

Due date

-

Deal task type - Call

Deal task type - Call

Call Link

Link to the contact

Link to the deal

Direction Status

Title

Title

Call Notes Recording URL

Description

Description

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.

SMS Data Mapping

CloudTalk SMS

ActiveCampaign Email Task - Contact

ActiveCampaign Email Task - Deal

Deals

All deals

Contact

Contact

Created date

Due date

Due date

-

Deal task type - Email

Deal task type - Email

Direction

Title

Title

Contact Name

Message

Description

Description


If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!

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