ActiveCampaign
Sync contacts, deals, and tags with your CRM and marketing automations.
Overview
The Softr ActiveCampaign integration links your Softr app directly to your ActiveCampaign account so customer data flows both ways. Whenever someone signs up, fills out a form, updates a record, or takes an action in your app, you can create or update contacts, deals, accounts, and tags in ActiveCampaign automatically — and pull ActiveCampaign records back into Softr lists and detail pages just as easily.
This makes ActiveCampaign a natural fit for Softr customer portals, lead capture sites, marketing automation triggers, and member dashboards. Use it to turn your Softr forms into a marketing funnel, give your team a self-serve dashboard of open deals, or let members see and update their own CRM record from inside your app.
Available actions
- Create contactAdd a new contact in ActiveCampaign, optionally upserting if the email already exists. Supports first/last name, phone, and custom fields.
- Update contactUpdate an existing contact by ID.
- Get contactRetrieve a single contact by ID and pull their fields into your Softr app.
- Delete contactDelete a contact by ID.
- List contactsSearch and list contacts with filters for email, name, list, tag, status, and creation date.
- Add contact to listSubscribe a contact to a list.
- Remove contact from listUnsubscribe a contact from a list.
- Add tag to contactApply a tag to a contact.
- Remove tag from contactRemove a tag using the contact-tag link ID returned by Add tag.
- Create dealAdd a new deal with title, value, currency, contact, pipeline, stage, and owner.
- Update dealChange any field on an existing deal.
- Get dealRetrieve a deal by ID.
- Delete dealDelete a deal by ID.
- List dealsSearch and list deals with filters for pipeline, stage, owner, and status.
- Add deal noteAppend a note to a deal.
- Create accountAdd a new account with name, website URL, and custom fields.
- Update accountUpdate an existing account by ID.
- Get accountRetrieve an account by ID.
- Delete accountDelete an account by ID.
- List accountsSearch and list accounts.
- Create tagCreate a new contact or template tag.
- List tagsSearch and list available tags.
- List listsList the lists in your ActiveCampaign account.
Example use cases
- Lead capture formsTurn Softr form submissions into new ActiveCampaign contacts and deals, complete with source attribution and custom fields.
- Member sign-up syncWhen a new user signs up to your Softr portal, automatically create a matching contact in ActiveCampaign and subscribe to a list.
- Self-serve customer portalLet members view and update their own ActiveCampaign contact record from inside a Softr app.
- Tag-based segmentationTag contacts in ActiveCampaign based on Softr actions — clicking a CTA, completing onboarding, upgrading a plan.
- Internal sales dashboardBuild a Softr admin tool that lists open deals from ActiveCampaign, with one-click updates back to the CRM.
- Account-based sellingSync companies as ActiveCampaign accounts and link them to contacts and deals for full account-based workflows.
Key benefits
- No-code CRM and marketing automation: Wire your Softr forms, sign-ups, and record actions to ActiveCampaign visually — no developers, no Zapier zaps to maintain.
- Two-way data flow: Push new contacts and deals into ActiveCampaign and pull them back into Softr lists and detail pages, all from the same workflow builder.
- Built for customer portals: Give members a branded Softr experience while your team continues to run automations in ActiveCampaign — both sides stay in sync.
- Granular segmentation: Apply and remove tags, subscribe and unsubscribe from lists, and update custom fields based on actions inside your Softr app.
- Built-in rate limiting: Softr respects ActiveCampaign's 5 requests/second limit so your automations stay reliable as you scale.
