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Overview
You can automatically send new leads from Referral Factory to ActiveCampaign as a contact or as a deal. This guide shows you how to choose what gets created, map the right fields and test the setup.
Can I automatically send new leads to ActiveCampaign?
Yes. When a lead joins your campaign, Referral Factory can create a new contact, or a new contact with a deal, in your connected ActiveCampaign account. You choose which record to create for each campaign.
Before you start
Make sure ActiveCampaign is connected in Referral Factory and that your campaign collects the lead information you want to send. If you want to create deals, make sure your ActiveCampaign account has at least one pipeline. Select the campaign first. You will then use Integrations and API, CRM, and the Leads tab.
How do I choose what happens when a lead joins my campaign?
Open Integrations and API, select CRM, and open Leads. Under When lead joins campaign, choose one of the available actions: Nothing to action, Create New Contact In ActiveCampaign, or Create New Deal In ActiveCampaign.
Nothing to action means leads from this campaign are not sent to ActiveCampaign. Choose Create New Deal In ActiveCampaign if you want ActiveCampaign to qualify referrals automatically later, because qualification uses deals.
How do I create a new contact in ActiveCampaign?
Choose Create New Contact In ActiveCampaign. Referral Factory opens the Map your fields section. Two ActiveCampaign fields are required: Email (Contact) and First Name (Contact).
For each required field, choose the Referral Factory value that should be sent to ActiveCampaign, usually the lead’s email and first name. The exact Referral Factory fields available depend on what your campaign collects.
How do I create a new deal in ActiveCampaign?
Choose Create New Deal In ActiveCampaign. Referral Factory creates a deal linked to the lead’s contact. If the contact does not exist yet, it is created first; if it already exists, your duplicate rule decides whether it is updated. Choose the Pipeline and the Deal Stage where new deals should start, then map Email (Contact) and First Name (Contact).
You can also map Title (Deal) and Value (Deal). If you do not map a title, the lead’s email is used as the deal title. If no pipelines are listed, create a pipeline in ActiveCampaign, then select Reload CRM fields.
How do I map Referral Factory fields to ActiveCampaign?
In each row, choose the Data Type, select the value under From Referral Factory, and check the destination in ActiveCampaign. Use Dynamic Value for information that changes from lead to lead, such as a name or email. Use Fixed Value for a value that should be the same every time.
Use Add More Fields to send more information, such as Last Name (Contact), Phone (Contact), your ActiveCampaign contact custom fields, Title (Deal) or Value (Deal). If a field you need is missing, select Reload CRM fields and check the list again. Complete every required row before saving.
Only map information your team needs in ActiveCampaign.
What happens if the lead already exists in ActiveCampaign?
ActiveCampaign does not allow two contacts with the same email address. Under How to handle duplicate users, choose what Referral Factory should do when the contact already exists:
Read the full text of each option before selecting one. Updating an existing contact changes the record already in ActiveCampaign.
- Do nothing and do not update the existing contact in ActiveCampaign.
- Update the existing contact in ActiveCampaign with the fields you mapped.
How do I save and test my ActiveCampaign lead settings?
Review the required mappings and duplicate choice, then select Save Changes at the bottom of the setup panel. To test the setup, use a separate dummy lead and complete the campaign sign-up journey with a referral link or another enabled campaign entry point. Then check ActiveCampaign for the new contact or deal and confirm that the mapped information is in the expected fields.
Do not use a real customer as your test. If the test record does not appear, check the selected action, required mappings, duplicate rule, and ActiveCampaign connection before trying again.
When does Referral Factory send the lead to ActiveCampaign?
Referral Factory sends the lead when they join your campaign, as long as you selected Create New Contact In ActiveCampaign or Create New Deal In ActiveCampaign and saved the required settings. The contact or deal usually appears in ActiveCampaign within a few minutes.
Does sending a lead to ActiveCampaign automatically qualify the referral?
No. Sending a lead to ActiveCampaign only sends the lead information. It does not qualify the referral. Qualification is configured separately, so use the ActiveCampaign automatic-qualification guide.