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 qualificationcampaign-orchestrator - Multi-channel follow-up campaigns
1---2name: activecampaign3description: 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.4---5
6# ActiveCampaign Skill 📧
7
8ActiveCampaign integration for CRM automation and sales pipeline management.
9
10## Purpose
11
12Manage leads, deals, and email automations for sales:
13- **Contacts**: Sync demo attendees, leads, and prospects
14- **Deals**: Track sales pipeline stages
15- **Tags**: Segment leads (demo-requested, nurture, close-ready)
16- **Automations**: Trigger email sequences based on actions
17- **Custom Fields**: Map order, shipping, billing, and subscription data
18
19## Setup
20
21### 1. Credentials
22
23```bash
24# Create config directory
25mkdir -p ~/.config/activecampaign
26
27# Add credentials
28echo "https://youraccount.api-us1.com" > ~/.config/activecampaign/url
29echo "your-api-key" > ~/.config/activecampaign/api_key
30
31# Or use environment variables
32export ACTIVECAMPAIGN_URL="https://youraccount.api-us1.com"
33export ACTIVECAMPAIGN_API_KEY="your-api-key"
34```
35
36Get API credentials from ActiveCampaign:
37- **URL**: Settings → Developer → API Access
38- **API Key**: Settings → Developer → API Access
39
40### 2. Custom Fields Configuration (Optional)
41
42The skill supports custom field mappings for order, shipping, billing, and subscription data.
43
44```bash
45# Initialize config from sample
46activecampaign config init
47
48# Edit with your field IDs
49nano ~/.config/activecampaign/fields.json
50```
51
52The config file is **gitignored** and should not be committed.
53
54## Usage
55
56```bash
57# Contacts
58activecampaign contacts list # List all contacts
59activecampaign contacts create "email@test.com" "First" "Last"
60activecampaign contacts sync "email@test.com" "First" "Last"
61activecampaign contacts get <id>
62activecampaign contacts search "clinic"
63activecampaign contacts add-tag <id> <tag_id>
64activecampaign contacts remove-tag <id> <tag_id>
65
66# Deals
67activecampaign deals list
68activecampaign deals create "Clinic Name" <stage_id> <value>
69activecampaign deals update <id> stage=<stage_id> value=<value>
70activecampaign deals get <id>
71
72# Tags
73activecampaign tags list
74activecampaign tags create "Demo Requested"
75
76# Automations
77activecampaign automations list
78activecampaign automations add-contact <contact_id> <automation_id>
79
80# Custom Fields
81activecampaign fields list # List configured fields
82activecampaign fields get order_fields.order_id
83activecampaign fields set-field <contact_id> <field_id> <value>
84
85# Lists
86activecampaign lists list
87activecampaign lists add-contact <list_id> <contact_id>
88
89# Configuration
90activecampaign config init # Create fields.json from sample
91activecampaign config path # Show config file path
92```
93
94## Custom Fields Configuration
95
96The skill includes a comprehensive field configuration system for:
97
98| Category | Fields |
99|----------|--------|
100| **Order** | Order ID, Number, Date, Total, Tax, Status, Subtotal, Discount, Currency, Payment details |
101| **Shipping** | Name, Address 1/2, City, State, Postal Code, Country, Method, Cost |
102| **Billing** | Address 1/2, City, State, Postal Code, Country |
103| **Subscription** | ID, Status, Plan, Amount, Currency, Interval, Start, Trial End |
104| **Additional** | Company, Product info, Lead Campaign, Notes, Birthday, etc. |
105
106### Setting Field Values
107
108```bash
109# Get field ID from config
110activecampaign fields get order_fields.order_id
111# Output: 7
112
113# Set field value on contact
114activecampaign fields set-field <contact_id> 7 "ORD-12345"
115```
116
117## Rate Limits
118
119- **5 requests per second** max
120- The wrapper handles rate limiting automatically
121
122## Related Skills
123
124- `shapescale-crm` - Attio CRM integration (source of truth)
125- `shapescale-sales` - Sales workflows and qualification
126- `campaign-orchestrator` - Multi-channel follow-up campaigns
danstrem2