ActiveCampaign CRM

# ActiveCampaign Skill 📧

ActiveCampaign 集成，用于 CRM 自动化和销售管道管理。

## 目的

管理销售线索、交易和邮件自动化： - **联系人**：同步演示参会者、线索和潜在客户 - **交易**：跟踪销售管道阶段 - **标签**：细分线索（demo-requested、nurture、close-ready） - **自动化**：基于操作触发邮件序列 - **自定义字段**：映射订单、发货、账单和订阅数据

## 设置

### 1. 凭证

```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" ```

从 ActiveCampaign 获取 API 凭证： - **URL**：Settings → Developer → API Access - **API Key**：Settings → Developer → API Access

### 2. 自定义字段配置（可选）

该技能支持针对订单、发货、账单和订阅数据的自定义字段映射。

```bash # Initialize config from sample activecampaign config init

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

该配置文件已被 **gitignored**，不应提交。

## 使用

```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 ```

## 自定义字段配置

该技能包含全面的字段配置系统，用于：

| 类别 | 字段 | |----------|--------| | **订单** | 订单 ID、编号、日期、总计、税费、状态、小计、折扣、货币、支付详情 | | **发货** | 姓名、地址 1/2、城市、州/省、邮编、国家、方式、费用 | | **账单** | 地址 1/2、城市、州/省、邮编、国家 | | **订阅** | ID、状态、计划、金额、货币、周期、开始时间、试用结束时间 | | **附加信息** | 公司、产品信息、线索营销活动、备注、生日等。 |

### 设置字段值

```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" ```

## 速率限制

- 最高 **每秒 5 个请求** - 包装器会自动处理速率限制

## 相关技能

- `shapescale-crm` - Attio CRM 集成（单一事实源） - `shapescale-sales` - 销售工作流和资格认定 - `campaign-orchestrator` - 多渠道跟进营销活动