--- name: activecampaign description: 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. metadata: {"clawdbot":{"emoji":"📧","requires":{"bins":["activecampaign"],"env":["ACTIVECAMPAIGN_URL","ACTIVECAMPAIGN_API_KEY"]},"primaryEnv":["ACTIVECAMPAIGN_URL","ACTIVECAMPAIGN_API_KEY"]}} --- # 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 activecampaign contacts search "clinic" activecampaign contacts add-tag activecampaign contacts remove-tag # Deals activecampaign deals list activecampaign deals create "Clinic Name" activecampaign deals update stage= value= activecampaign deals get # Tags activecampaign tags list activecampaign tags create "Demo Requested" # Automations activecampaign automations list activecampaign automations add-contact # Custom Fields activecampaign fields list # List configured fields activecampaign fields get order_fields.order_id activecampaign fields set-field # Lists activecampaign lists list activecampaign lists add-contact # 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 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

activecampaign

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