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 | |
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 |
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!