sundial-org

activecampaign

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.

sundial-org 651 94 Updated 7mo ago

Resources

2
GitHub

Install

npx skillscat add sundial-org/awesome-openclaw-skills/activecampaign

Install via the SkillsCat registry.

About this skill

This skill integrates ActiveCampaign to manage contacts, track sales pipelines, and automate email sequences. It solves the problem of manual data entry by syncing leads, deals, and custom field data between systems. Developers should use it to automate lead management, segment prospects with tags, and trigger follow-up workflows based on specific user actions.

SKILL.md

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