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ActiveCampaign

Estimated reading: 3 minutes

Overview

The AFI plugin connects your WordPress forms with your ActiveCampaign CRM. When a visitor submits a form, AFI can automatically create or update a contact, assign it to a list, automation, or account, and even create deals and notes.

The Pro version unlocks advanced features such as sending tags, custom fields, and additional deal attributes.

Supported Features

Feature	Free	Pro
Create / Update Contact	✅	✅
Add to Account	✅	✅
Add to List	✅	✅
Add to Automation	✅	✅
Add Note	✅	✅
Create Deal (with basic fields)	✅	✅
Add Tags	❌	✅
Custom Contact Fields	❌	✅
Custom Deal Fields	❌	✅

How to Setup

Step 1: Connect Your ActiveCampaign Account

Go to WordPress Admin > AFI > Settings > General
Enable the ActiveCampaign checkbox and click Save Changes
A new ActiveCampaign tab will appear at the top
Click the tab and enter your:
- API URL
- API Key

You can find these credentials in your ActiveCampaign dashboard under Settings > Developer

Click Save Changes.

activecampaign settings

activecampaign authorization

Step 2: Create New Integration

Go to AFI > Add New
You’ll see the New Integration page

Title

Give your integration a descriptive title so it’s easier to manage.

Trigger

Form Provider: Select the form plugin (e.g., Contact Form 7, WPForms, Elementor, etc.)
Form/Task Name: Choose the form you want to connect

Step 3: Action Settings

Platform

Select either:

ActiveCampaign (Free version)
ActiveCampaign [PRO] (Pro version with extended features)

Task

Choose: Add Contact/Deal/Note

This task first creates or updates the contact, then processes lists, automations, accounts, deals, tags, and notes if configured.

activecampaign integration - afi pro

Map Fields

Now you need to select and map the necessary form fields that you want to send to ActiveCampaign.

Account, List and Automation

The dropdown fields for Accounts, Lists, and Automations will be automatically populated with the available options from your connected platform.

These fields are optional. You may select one or more as needed. For example, if you choose an Account or a List while configuring the integration, any new contact created through the form will be automatically added to the selected Account and/or List upon form submission.

activecampaign map fields

Contact

You will see several input fields for the Contact, such as Email, First Name, Last Name, Phone, and more. For each field, use the dropdown on the right to select the corresponding form field from your site.

In the Pro version of the plugin, Tags and Custom Fields will appear below the standard fields.

Fill in the fields you need, and feel free to leave the others blank.

Deal

Below the Contact fields, you will also find fields related to Deals. The Deal Title field is required — if you want to create a deal along with the contact, you must fill in this field.

Complete any other fields as needed, and leave the rest blank.

Note

You can also add a note by filling the Note input field.

Save Integration

Finally, click the Save Integration button and you are done. You can start testing now.

Troubleshooting

After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs.

log

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