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From the "Angles and Insight" Podcast - Experts debating topics that matter.Discover how AI is revolutionizing the B2B sales and marketing landscape, and why professionals should embrace it. Learn how AI can enhance efficiency, improve competition, and secure job stability. Stay ahead of the curve and unlock new opportunities with AI integration. #AIinB2B #SalesandMarketing #FutureofBusiness #JobSecurity #AIIntegration #B2BTech #DigitalTransformation #BusinessEfficiency #CompetitionAdvantage #OpportunitiesAhead #shorts

Welcome to ActiveCampaign’s Connection Video for setting up your Salesforce and ActiveCampaign integration. In this video, Alanna will walk you through the process step by step.This two-way connection is vital for reducing churn, as you can use informed, helpful data to guide your customer's journeys. By seamlessly syncing data between both platforms and leveraging automations to trigger targeted follow-up emails, nurture sequences, and custom lead scoring, you can be confident that no prospect will slip through the cracks.Let's dive into how easy it is to set up your connection before you can configure the ActiveCampaign and Salesforce connection.You will first need to set up your custom domain and download the ActiveCampaign Salesforce app into your Salesforce account. If you need any assistance with these steps, we have step-by-step instructions in the ActiveCampaign Help Center.Once you've set up your custom domain and downloaded the app, you'll need to authorize your API credentials and confirm the connection. After that, you can move on to dynamic field mapping, where you'll map leads, contacts, accounts, and opportunities.After finishing the mapping, you'll configure the outbound sync settings and schedule. The quickest way you can sync is every hour, but you can adjust this based on your needs.Finally, you have the option to set up an automation component, which allows you to send a campaign created in ActiveCampaign to a lead or contact in Salesforce.Remember, you can manage this integration directly from your Salesforce account by connecting ActiveCampaign in Salesforce. By combining the power of customer experience automation with data from Salesforce, you can create a more personalized customer experience that turns leads into repeat customers.Happy connecting!Subscribe for more tips, information, and marketing best practices!Not a customer? Try it free at: ActiveCampaign.com/freeConnect with ActiveCampaign on social!LinkedIn: https://www.linkedin.com/company/activecampaign-inc-Instagram: https://www.instagram.com/activecampaignFacebook: https://www.facebook.com/activecampaign/Twitter: https://twitter.com/ActiveCampaign#salesforce #integration #activecampaign #CustomerExperienceAutomation #EmailMarketing #MarketingAutomation #CRM #SalesCRM #EmailDeliverability #SalesSoftware #MarketingSoftware #Email #SalesAutomation #Newsletter #customerexperience 00:00 - Welcome to ActiveCampaign’s Connection Guide00:25 Importance of the Connection00:51 - Customer experience strategy benefits01:12 Setup Process Overview01:48 - Steps required before configuring the connection02:01 Setting Up Your Connection02:41 - Authorizing API credentials and confirming the connection03:14 - Mapping standard fields and custom fields03:52 Sync Settings04:03 - Configuring outbound sync settings and scheduling04:39 - Setting up automation components05:06 - Completing the setup and managing the integration05:21 Conclusion

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