activecampaign
ActiveCampaign CRM integration for lead management, deal tracking, and email automation. Use for syncing demo leads, managing clinic sales pipeline, and triggering follow-up sequences.
Best use case
activecampaign is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
ActiveCampaign CRM integration for lead management, deal tracking, and email automation. Use for syncing demo leads, managing clinic sales pipeline, and triggering follow-up sequences.
Teams using activecampaign should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/activecampaign/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How activecampaign Compares
| Feature / Agent | activecampaign | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
ActiveCampaign CRM integration for lead management, deal tracking, and email automation. Use for syncing demo leads, managing clinic sales pipeline, and triggering follow-up sequences.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# 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@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 ```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
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