Creating a deal using the ActiveCampaign Integration

  • Profile Image
    benrickard
    Asked on February 15, 2021 at 08:08 PM

    Hi there, I am trying to create a deal within ActiveCampaign using the integration, but it won't work. I think it requires a contact or account id to match to, but that is not requested. The test integration won't resolve and while my Contact creation integration works the deal one doesn't. ActiveCampaign says their API will send the contact ID back but how does Jotform connect this to the deal so that it can be parsed back to ActiveCampaign to send the deal?

    Cheers,

    Ben

  • Profile Image
    Lorenz_A
    Answered on February 15, 2021 at 11:16 PM

    Hi there,

    I've checked your form, and I can't seem to find any issue with your current setup. Can you please try creating a new deal to see if that'll make any difference.

    If the issue still persists, please try to reintegrate the active campaign by removing and adding it back.

    Please give it a try and let us know how it goes.


  • Profile Image
    benrickard
    Answered on February 16, 2021 at 01:44 AM
    PGRpdiBkaXI9J2F1dG8nPjxkaXY+SGkgTG9yZW56X0EsIHRoYW5rcyBmb3IgeW91ciByZXBseS4g
    V2hlcmUgc2hvdWxkIEkgYmUgY3JlYXRpbmcgYSBuZXcgZGVhbD8gQnkgc3VibWl0dGluZyBhIG5l
    dyBKb3RGb3JtPyBUaGVyZSBoYXZlIGJlZW4gdGhyZWUgc3VibWlzc2lvbnMgc2luY2UgdGhpcyBp
    bnRlZ3JhdGlvbiZuYnNwOyB3YXMgc2V0IHVwLiBUaGUgY29udGFjdCBoYXMgYmVlbiBjcmVhdGVk
    IGVhY2ggdGltZSBidXQgbm90IHRoZSBjb3JyZXNwb25kaW5nIGRlYWwuPC9kaXY+PGRpdiBkaXI9
    ImF1dG8iPjxicj48L2Rpdj48ZGl2IGRpcj0iYXV0byI+T3Igb255b3UgbWVhbiBjcmVhdGluZyBh
    IGRlYWwgaW4gQWN0aXZlQ2FtcGFpZ24/PC9kaXY+PGRpdiBkaXI9ImF1dG8iPjxicj48L2Rpdj48
    ZGl2IGRpcj0iYXV0byI+VGhhbmtzLDwvZGl2PjxkaXYgZGlyPSJhdXRvIj48YnI+PC9kaXY+PGRp
    diBkaXI9ImF1dG8iPkJlbjwvZGl2PjxkaXYgZGlyPSJhdXRvIj48ZGl2IGNsYXNzPSJnbWFpbF9l
    eHRyYSIgZGlyPSJhdXRvIj48YnI+PGRpdiBjbGFzcz0iZ21haWxfcXVvdGUiPk9uIDE2LzAyLzIw
    MjEgNToxNiBQTSwgSm90Rm9ybSAmbHQ7bm9yZXBseUBqb3Rmb3JtLmNvbSZndDsgd3JvdGU6PGJy
    IHR5cGU9ImF0dHJpYnV0aW9uIj48YmxvY2txdW90ZSBjbGFzcz0icXVvdGUiIHN0eWxlPSJtYXJn
    aW46MCAwIDAgLjhleDtib3JkZXItbGVmdDoxcHggI2NjYyBzb2xpZDtwYWRkaW5nLWxlZnQ6MWV4
    Ij4gCjxkaXY+CiAgICAgICAgPGRpdiBzdHlsZT0iaGVpZ2h0OjEwMCU7d2lkdGg6MTAwJTtiYWNr
    Z3JvdW5kOiNlZWVlZWU7bWluLWhlaWdodDozMDBweDtkaXNwbGF5OmlubGluZS1ibG9jaztmb250
    LWZhbWlseTonbHVjaWRhIGdyYW5kZScgLCAnYXJpYWwnIj4KICAgICAgICAgICAgPGRpdiBzdHls
    ZT0ibWFyZ2luOjUwcHggYXV0bztib3JkZXI6MXB4IHNvbGlkICNkZGRkZGQ7YmFja2dyb3VuZDoj
    ZmZmO3dpZHRoOjUwJTttaW4td2lkdGg6NTAwcHgiPgogICAgICAgICAgICAgICAgPGRpdiBzdHls
    ZT0iYmFja2dyb3VuZDpub25lIHJlcGVhdCBzY3JvbGwgMCAwICM0NTQ1NDU7Zm9udC1zaXplOjE0
    cHg7Y29sb3I6I2ZmZmZmZjtoZWlnaHQ6MzRweDtwYWRkaW5nOjhweCAxMnB4Ij4KICAgICAgICAg
    ICAgICAgICAgICA8ZGl2IHN0eWxlPSJwYWRkaW5nOjhweDtmbG9hdDpsZWZ0Ij4KICAgICAgICAg
    ICAgICAgICAgICAgICAgQSBuZXcgcmVzcG9uc2UgaGFzIGJlZW4gcmVjZWl2ZWQ6CiAgICAgICAg
    ICAgICAgICAgICAgPC9kaXY+CiAgICAgICAgICAgICAgICAgICAgPGEgaHJlZj0iLy93d3cuam90
    Zm9ybS5jb20iPjxpbWcgc3JjPSJodHRwczovL3d3dy5qb3Rmb3JtLmNvbS9pbWFnZXMvbG9nbzIu
    cG5nPzIiIGFsdD0iSk9URk9STSIgaGVpZ2h0PSIzNiIgYWxpZ249InJpZ2h0IiBib3JkZXI9IjAi
    PjwvYT4KICAgICAgICAgICAgICAgIDwvZGl2PgogICAgICAgICAgICAgICAgPGRpdiBzdHlsZT0i
    cGFkZGluZzoyMHB4Ij4KICAgICAgICAgICAgICAgICAgICA8ZGl2IHN0eWxlPSJkaXNwbGF5Omlu
    bGluZS1ibG9jazt3aWR0aDoxMDAlO21pbi1oZWlnaHQ6MzAwcHgiPgogICAgICAgICAgICAgICAg
    ICAgICAgICA8ZGl2IHN0eWxlPSJjb2xvcjpncmF5O2ZvbnQtc2l6ZToxMnB4O21hcmdpbi1ib3R0
    b206MTBweCI+CiAgICAgICAgICAgICAgICAgICAgICAgICAgICBBbnN3ZXJlZCBieQogICAgICAg
    ICAgICAgICAgICAgICAgICAgICAgPHN0cm9uZz4KICAgICAgICAgICAgICAgICAgICAgICAgICAg
    ICAgICBMb3JlbnpfQSAgICAgICAgICAgICAgICAgICAgICAgICAgICA8L3N0cm9uZz4KICAgICAg
    ICAgICAgICAgICAgICAgICAgPC9kaXY+CiAgICAgICAgICAgICAgICAgICAgICAgIDxwIHN0eWxl
    PSJtYXJnaW46MTBweDt3aWR0aDoxMDAlO21heC13aWR0aDoxMDAlIj4KICAgICAgICAgICAgICAg
    ICAgICAgICAgICAgIDwvcD48cD5IaSB0aGVyZSw8L3A+PHA+SSd2ZSBjaGVja2VkIHlvdXIgZm9y
    bSwgYW5kIEkKY2FuJ3Qgc2VlbSB0byBmaW5kIGFueSBpc3N1ZSB3aXRoIHlvdXIgY3VycmVudCBz
    ZXR1cC4gQ2FuIHlvdSBwbGVhc2UgdHJ5CmNyZWF0aW5nIGEgbmV3IGRlYWwgdG8gc2VlIGlmIHRo
    YXQnbGwgbWFrZSBhbnkgZGlmZmVyZW5jZS4gPC9wPjxwPklmIHRoZSBpc3N1ZQpzdGlsbCBwZXJz
    aXN0cywgcGxlYXNlIHRyeSB0byByZWludGVncmF0ZSB0aGUgYWN0aXZlIGNhbXBhaWduIGJ5IHJl
    bW92aW5nIGFuZAphZGRpbmcgaXQgYmFjay48L3A+PHA+UGxlYXNlIGdpdmUgaXQgYSB0cnkgYW5k
    IGxldCB1cyBrbm93IGhvdyBpdApnb2VzLjwvcD48cD48YnI+PC9wPiAgICAgICAgICAgICAgICAg
    ICAgICAgIAogICAgICAgICAgICAgICAgICAgIDwvZGl2PgogICAgICAgICAgICAgICAgPC9kaXY+
    CiAgICAgICAgICAgICAgICA8ZGl2IHN0eWxlPSJiYWNrZ3JvdW5kOiM0NTQ1NDU7Zm9udC1zaXpl
    OjEycHg7cGFkZGluZzo2cHggMTBweDtoZWlnaHQ6MjBweDtsaW5lLWhlaWdodDoxOHB4Ij4KICAg
    ICAgICAgICAgICAgICAgICA8YSBocmVmPSJodHRwOi8vd3d3LmpvdGZvcm0uY29tL2Fuc3dlcnMv
    MjkwMDE0OS1DcmVhdGluZy1hLWRlYWwtdXNpbmctdGhlLUFjdGl2ZUNhbXBhaWduLUludGVncmF0
    aW9uIiBzdHlsZT0iY29sb3I6I2ZmZmZmZjtmbG9hdDpyaWdodCI+VmlldyB0aGlzIHRocmVhZCBv
    biBicm93c2VyIMK7PC9hPgogICAgICAgICAgICAgICAgICAgIDxhIGhyZWY9Imh0dHA6Ly93d3cu
    am90Zm9ybS5jb20vYW5zd2Vycy8yOTAwMTQ5LUNyZWF0aW5nLWEtZGVhbC11c2luZy10aGUtQWN0
    aXZlQ2FtcGFpZ24tSW50ZWdyYXRpb24/az01MmRlMzkxYjdmMjA4NjQ3NzQyNmYwMWI1MGMzYzBj
    NSZhbXA7dW5zdWJzY3JpYmU9IiBzdHlsZT0iY29sb3I6I2NjY2NjYztmbG9hdDpsZWZ0Ij5VbnN1
    YnNjcmliZSBUaHJlYWQ8L2E+CiAgICAgICAgICAgICAgICA8L2Rpdj4KICAgICAgICAgICAgPC9k
    aXY+CiAgICAgICAgICAgIDxsYWJlbCBzdHlsZT0iY29sb3I6I2VlZWVlZSI+MTYxMzQ0ODk3ODwv
    bGFiZWw+CiAgICAgICAgPC9kaXY+CiAgICA8L2Rpdj4KCjwvYmxvY2txdW90ZT48L2Rpdj48YnI+
    PC9kaXY+PC9kaXY+PC9kaXY+
    ...
  • Profile Image
    jherwin
    Answered on February 16, 2021 at 03:25 AM

    We have received an encrypted response from you, can you please open this ticket: https://www.jotform.com/answers/2900149 through a browser and resend your reply?

    Thank you!

  • Profile Image
    benrickard
    Answered on February 16, 2021 at 04:25 AM

    Hi Lorenz_A, thanks for your reply. Where should I be creating a new deal? By submitting a new Jotform? There have been three submissions since this integration was set up. The contact has been created each time but not the corresponding deal. I think it is because there is no contact Id to if the deal to. There is nowhere to do that in the integration.

    I have tried deleting the deal integration and setting it up again, to no avail.

    Or do you mean creating a deal in ActiveCampaign?

    Thanks,

    Ben

  • Profile Image
    Vanessa_T
    Answered on February 16, 2021 at 05:02 AM

    I checked your integration and it looks like your current Deal setup is fine.

    However, checking your form, I can see that the Currency field is a Single Choice field which may cause some issue in mapping to your Currency field in Active Campaign.

    1613469707_602b980b1f113_03105.jpg

    Since you already have submissions in your form, I suggest you add another Currency field in your form and use a Short Text field for it. Then use that new field in your Active Campaign mapping.

    If the issue persists, please share a screenshot of your Active Campaign fields that shows the field/data type.

    How-to-Post-Screenshots-to-Our-Support-System (Note: Email Attachment Is Not Supported)

    In any case, it would be ideal if the fiel/data type in your Jotform is the same field/data type in your Active Campaign.

  • Profile Image
    benrickard
    Answered on February 16, 2021 at 08:01 PM

    Great, thanks heaps. Changing that field to text, as well as another one (Value - which was sending an alphanumeric instead of a number) has fixed it. Do you know if it is possible to parse more than just the five fields available for the deal sync? There are a few others it would be good to share across from the form to the deal.

  • Profile Image
    Vanessa_T
    Answered on February 16, 2021 at 09:11 PM

    I checked Active Campaign's Deal maker and there is not much in there.

    1613527746_602c7ac2a7564_03110.jpg

    Can you please let us know what other details you would like to pass to Active Campaign? Please share some screenshots whenever possible.

    How-to-Post-Screenshots-to-Our-Support-System (Note: Email Attachment Is Not Supported)

    Note that if you are referring to details that can be seen when editing the deal, unfortunately, that is not possible since we only refer to fields that are presented when creating the deal.