ActiveCampaign CRM

ActiveCampaign Skill 📧

ActiveCampaign integration for CRM automation and sales pipeline management.

Purpose

Manage leads, deals, and email automations for sales:

• -Contacts: Sync demo attendees, leads, and prospects
• -Deals: Track sales pipeline stages
• -Tags: Segment leads (demo-requested, nurture, close-ready)
• -Automations: Trigger email sequences based on actions
• -Custom Fields: Map order, shipping, billing, and subscription data

Setup

1. Credentials

Create config directory
mkdir -p ~/.config/activecampaign

Add credentials
echo "https://youraccount.api-us1.com" > ~/.config/activecampaign/url
echo "your-api-key" > ~/.config/activecampaign/api_key

Or use environment variables
export ACTIVECAMPAIGN_URL="https://youraccount.api-us1.com"
export ACTIVECAMPAIGN_API_KEY="your-api-key"

Get API credentials from ActiveCampaign:

• -URL: Settings → Developer → API Access
• -API Key: Settings → Developer → API Access

2. Custom Fields Configuration (Optional)

The skill supports custom field mappings for order, shipping, billing, and subscription data.

Initialize config from sample
activecampaign config init

Edit with your field IDs
nano ~/.config/activecampaign/fields.json

The config file is gitignored and should not be committed.

Usage

Contacts
activecampaign contacts list                    # List all contacts
activecampaign contacts create "email@test.com" "First" "Last"
activecampaign contacts sync "email@test.com" "First" "Last"
activecampaign contacts get <id>
activecampaign contacts search "clinic"
activecampaign contacts add-tag <id> <tag_id>
activecampaign contacts remove-tag <id> <tag_id>

Deals
activecampaign deals list
activecampaign deals create "Clinic Name" <stage_id> <value>
activecampaign deals update <id> stage=<stage_id> value=<value>
activecampaign deals get <id>

Tags
activecampaign tags list
activecampaign tags create "Demo Requested"

Automations
activecampaign automations list
activecampaign automations add-contact <contact_id> <automation_id>

Custom Fields
activecampaign fields list                    # List configured fields
activecampaign fields get order_fields.order_id
activecampaign fields set-field <contact_id> <field_id> <value>

Lists
activecampaign lists list
activecampaign lists add-contact <list_id> <contact_id>

Configuration
activecampaign config init                    # Create fields.json from sample
activecampaign config path                    # Show config file path

Custom Fields Configuration

The skill includes a comprehensive field configuration system for:

| Category | Fields |

|----------|--------|

| Order | Order ID, Number, Date, Total, Tax, Status, Subtotal, Discount, Currency, Payment details |

| Shipping | Name, Address 1/2, City, State, Postal Code, Country, Method, Cost |

| Billing | Address 1/2, City, State, Postal Code, Country |

| Subscription | ID, Status, Plan, Amount, Currency, Interval, Start, Trial End |

| Additional | Company, Product info, Lead Campaign, Notes, Birthday, etc. |

Setting Field Values

Get field ID from config
activecampaign fields get order_fields.order_id
Output: 7

Set field value on contact
activecampaign fields set-field <contact_id> 7 "ORD-12345"

Rate Limits

• -5 requests per second max
• -The wrapper handles rate limiting automatically

Related Skills

• -shapescale-crm - Attio CRM integration (source of truth)
• -shapescale-sales - Sales workflows and qualification
• -campaign-orchestrator - Multi-channel follow-up campaigns