Migrate from ActiveCampaign to Salesforce Sales Cloud

ActiveCampaign Contacts map to Salesforce Lead (for unqualified prospects) or Contact attached to an Account (for qualified buyers). The split rule is defined during scoping using ActiveCampaign properties such as account status, engagement score, or lifecycle stage if available. We preserve the original ActiveCampaign contact status in a custom field ac_original_status__c on both Lead and Contact for audit and reporting.

ActiveCampaign Accounts map directly to Salesforce Account. The Account domain becomes the Account's Website field and is used as the dedupe key during import. Account is created before any Contact import so that the AccountId Lookup is satisfied at the moment of Contact insert. Person Accounts in Salesforce require specific Account Record Type configuration before migration.

ActiveCampaign Deals map to Salesforce Opportunity. The ActiveCampaign pipeline and stage assignments map to a Salesforce Record Type and Sales Process that we configure before migration. Deal value, close date, owner, and custom fields migrate 1:1. Note: Deal notes are not accessible via the ActiveCampaign API and will not migrate; we flag this gap during scoping.

Each ActiveCampaign deal pipeline becomes a Salesforce Opportunity Record Type with a corresponding Sales Process that whitelists the relevant stage values. Stage probability percentages migrate from ActiveCampaign to Salesforce StageProbability, rounded to the nearest integer.

ActiveCampaign stage names and probabilities map to Salesforce StageName values and StageProbability. We configure a customer-approved stage matrix during scoping and deploy it to the destination Sandbox before migration.

ActiveCampaign Tags are a flat label system applied to Contacts. We export the full tag taxonomy and map Tags to a Salesforce multi-select picklist field on Contact and Lead. The customer chooses whether Tags also create Salesforce Topics with TopicAssignment records during scoping.

ActiveCampaign Custom Objects (Enterprise-only on source) migrate to Salesforce custom objects of equivalent API name. We pre-create the destination schema including all custom fields, lookup relationships, and validation rules before any data import. Custom object naming follows Salesforce __c convention.

ActiveCampaign custom contact fields, custom account fields, and custom deal fields migrate to Salesforce custom fields on Contact, Account, and Opportunity respectively. Field types are mapped: text fields to Text, number fields to Number, date fields to Date, and dropdown fields to Picklist or Multi-Select Picklist.

ActiveCampaign engagement history (email opens, clicks, form submissions, automation entries) is logged per contact. We extract the engagement timeline and map it to Salesforce Task records with the original engagement timestamp preserved in ActivityDate. Email engagement content migrates to EmailMessage records linked to Tasks.

ActiveCampaign campaign sends with open/click/geo data and social shares export as campaign report CSVs. We extract these reports and map them to Salesforce Campaign records with CampaignMember status for each Contact or Lead that was a campaign recipient.

ActiveCampaign email template HTML and associated metadata export from the platform. Template content migrates; inline CSS and media embedding require cleanup in Salesforce's email template editor because Salesforce handles HTML templates differently from ActiveCampaign's rendering engine.

ActiveCampaign forms export with field configurations and conditional logic. We map field types to Salesforce equivalents. Complex conditional logic in forms does not migrate programmatically; we document the form structure for manual recreation in Salesforce Web-to-Lead, Experience Cloud, or a third-party form tool.

ActiveCampaign Users map to Salesforce User records. We resolve owners by email match. Any ActiveCampaign User without a matching Salesforce User is held in a reconciliation queue for the customer's admin to provision before record import resumes.

ActiveCampaign landing pages export as HTML with metadata. Structural fidelity of the export depends on the target platform's HTML rendering capabilities. We recommend rebuilding landing pages in Salesforce Experience Cloud or a third-party landing page tool rather than importing raw HTML.