Introduction
# 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
```bash # 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.
```bash # 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
```bash # Contacts activecampaign contacts list # List all contacts activecampaign contacts create "[email protected]" "First" "Last" activecampaign contacts sync "[email protected]" "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
```bash # 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