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