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
CODEBLOCK0
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.
CODEBLOCK1
The config file is gitignored and should not be committed.
Usage
CODEBLOCK2
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
CODEBLOCK3
Rate Limits
- - 5 requests per second max
- The wrapper handles rate limiting automatically
Related Skills
- -
shapescale-crm - Attio CRM integration (source of truth) - INLINECODE1 - Sales workflows and qualification
- INLINECODE2 - Multi-channel follow-up campaigns
ActiveCampaign 技能 📧
用于CRM自动化和销售管道管理的ActiveCampaign集成。
目的
管理销售线索、交易和邮件自动化：
- - 联系人：同步演示参与者、线索和潜在客户
- 交易：跟踪销售管道阶段
- 标签：细分线索（已请求演示、培育、准备成交）
- 自动化：根据操作触发邮件序列
- 自定义字段：映射订单、发货、账单和订阅数据
设置
1. 凭据
bash
创建配置目录
mkdir -p ~/.config/activecampaign
添加凭据
echo https://youraccount.api-us1.com > ~/.config/activecampaign/url
echo your-api-key > ~/.config/activecampaign/api_key
或使用环境变量
export ACTIVECAMPAIGN_URL=https://youraccount.api-us1.com
export ACTIVECAMPAIGN
APIKEY=your-api-key
从ActiveCampaign获取API凭据：
- - URL：设置 → 开发者 → API访问
- API密钥：设置 → 开发者 → API访问
2. 自定义字段配置（可选）
该技能支持订单、发货、账单和订阅数据的自定义字段映射。
bash
从示例初始化配置
activecampaign config init
使用字段ID进行编辑
nano ~/.config/activecampaign/fields.json
配置文件已被 git忽略，不应提交。
使用方法
bash
联系人
activecampaign contacts list # 列出所有联系人
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
交易
activecampaign deals list
activecampaign deals create Clinic Name
activecampaign deals update stage= value=
activecampaign deals get
标签
activecampaign tags list
activecampaign tags create Demo Requested
自动化
activecampaign automations list
activecampaign automations add-contact id> id>
自定义字段
activecampaign fields list # 列出已配置字段
activecampaign fields get orderfields.orderid
activecampaign fields set-field id> id>
列表
activecampaign lists list
activecampaign lists add-contact id> id>
配置
activecampaign config init # 从示例创建fields.json
activecampaign config path # 显示配置文件路径
自定义字段配置
该技能包含一个全面的字段配置系统，涵盖：
| 类别 | 字段 |
|---|
| 订单 | 订单ID、编号、日期、总额、税费、状态、小计、折扣、货币、支付详情 |
| 发货 |
姓名、地址1/2、城市、州、邮政编码、国家、方式、费用 |
| 账单 | 地址1/2、城市、州、邮政编码、国家 |
| 订阅 | ID、状态、方案、金额、货币、间隔、开始、试用结束 |
| 其他 | 公司、产品信息、线索活动、备注、生日等 |
设置字段值
bash
从配置获取字段ID
activecampaign fields get orderfields.orderid
输出：7
在联系人上设置字段值
activecampaign fields set-field 7 ORD-12345
速率限制
相关技能
- - shapescale-crm - Attio CRM集成（数据源）
- shapescale-sales - 销售工作流和资格认定
- campaign-orchestrator - 多渠道跟进活动
