🔄
Bi-Directional CRM Sync
Leads, contacts, accounts, and opportunities sync automatically between ActiveCampaign and Salesforce, in both directions.
Core Module Salesforce · Marketing Automation
Your Marketing Automation Shouldn't Live in a
Different System Than Your Pipeline.
ActiveCampaign unifies email, SMS, and CX automation with CRM and sales workflows. Twopir wires it directly into your Salesforce org so marketing and sales run off one shared record.
500+
Client Deployments
12+
Years Delivering
40+
Person Delivery Team
Salesforce Partner
Platform Partner
AI Delivery
Trusted by
RevOps Teams Marketing Operations Sales Operations Demand Generation SaaS Growth Teams E-Commerce Brands Financial Services Franchise & Multi-Location Businesses RevOps Teams Marketing Operations Sales Operations Demand Generation SaaS Growth Teams E-Commerce Brands Financial Services Franchise & Multi-Location Businesses
Where Firms Stall
The Real Cost Is Operational Friction
Marketing and CRM data live in two silos
Contacts get created in ActiveCampaign but never land in Salesforce, or sync late and inconsistently. Reps end up chasing leads marketing already engaged, working from a stale picture.
Lead scoring nobody in sales trusts
Scores get set once during onboarding and never revisited. Reps stop looking at them because the number doesn't reflect what a prospect actually did.
Automations built once, then frozen
Workflows get built during initial setup and never touched again as the funnel changes. Segmentation reflects the business from two years ago, not today.
No shared view once marketing hands off
Once a contact becomes an opportunity, marketing loses visibility and sales loses the SMS/email history. Neither team can answer what an account has actually seen.
Manual field mapping breaks every time
A new custom field added on one side doesn't automatically map on the other. Data quietly stops syncing until someone notices the gap in a QBR.
Platform Context
ActiveCampaign Is Built for Cross-Channel Automation. We Build It Around Your Salesforce Pipeline.
🔁
Native bi-directional Salesforce sync
Leads, contacts, accounts, and opportunities sync in both directions without middleware, so the CRM record and the marketing record never drift apart.
⚙️
Hundreds of pre-built automation recipes
ActiveCampaign ships with automation templates for nurture, re-engagement, and lifecycle stages that we adapt to your funnel instead of building from a blank canvas.
📡
CX automation across email, SMS & behaviour
One automation engine handles email sends, SMS, site tracking, and event triggers, so a single workflow can react across channels.
🎯
Built-in lead scoring engine
Scoring runs on real engagement signals inside the platform, not a spreadsheet bolted on afterward, so it updates in real time as behaviour changes.
Platform Capabilities
What ActiveCampaign Puts Inside Your Salesforce Org
📊
Dynamic Lead Scoring
Score contacts on email opens, clicks, site visits, and form fills, then route qualified leads to the right rep automatically.
Automation📣
Multi-Channel Campaign Engine
Build one automation that spans email, SMS, and Facebook Custom Audiences from a single trigger.
Engagement🔔
Automated Sales Notifications
Alert reps the moment a lead crosses a scoring threshold or takes a defined action, straight from the Salesforce record.
Automation🗂️
Custom Field Mapping
Map and maintain custom fields between platforms so new fields don't silently break the sync.
Data Integrity🧪
A/B Testing & Campaign Analytics
Test subject lines, content, and send times, then read the results against Salesforce pipeline data, not opens alone.
Optimization🖱️
Drag-and-Drop Automation Builder
Build and edit multi-step workflows without a developer, and see exactly where each contact sits in the sequence.
Speed💼
Opportunity-Aware Campaigns
Trigger or suppress campaigns based on live Salesforce opportunity stage, so marketing never emails a contact mid-close.
Revenue Capture👁️
Engagement Reporting in Salesforce
Surface email opens, clicks, and automation activity directly on the Salesforce record sales already works from.
VisibilityDelivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
Phase 01
Discovery & Field Audit
We map every object, field, and existing automation across both platforms before touching anything, so the sync design accounts for what your teams actually use — not a generic template.
Phase 02
Integration & Sync Configuration
We install and configure the ActiveCampaign Salesforce connector, set outbound and inbound sync rules, and build the field mapping that holds up as your schema changes.
Phase 03
Automation & Scoring Build
We build or rebuild your nurture, notification, and scoring logic against your actual funnel stages, then connect scoring outcomes to Salesforce routing and alerts.
Phase 04
Validation, Training & Handoff
We test sync behaviour under real data changes, train marketing and sales on the shared record, and hand off documentation your team can maintain without us.
Outcomes
The Outcomes Firms Actually Come Back For
One Record, Not Two
Marketing and sales work from the same contact and account record, so nobody is chasing a lead the other team already touched.
Scores Reps Actually Use
Lead scores update on real behaviour and route into Salesforce, so reps stop ignoring the number and start acting on it.
Fewer Manual Handoffs
Automations trigger Salesforce tasks and alerts directly, cutting the manual re-entry that used to happen between systems.
Campaigns That Respect Deal Stage
Marketing automation checks live opportunity data before sending, so no prospect gets a nurture email mid-negotiation.
Sync That Survives Schema Changes
Field mapping is documented and structured so a new custom field doesn't quietly break data flow six months later.
Full-Funnel Visibility in One Dashboard
Email, SMS, and site engagement show up next to pipeline data, giving RevOps one place to measure the whole funnel.
Common Scenarios
Where We See ActiveCampaign Deliver Most
SaaS Trials
A SaaS company was losing trial signups between marketing and sales. As leads engaged with nurture emails or hit key product pages, ActiveCampaign updated Salesforce automatically, assigning follow-up tasks to the right rep and triggering a personalized sequence. Trial-to-demo conversion improved because reps followed up while intent was still warm, not two days later.
E-Commerce
An e-commerce brand needed purchase history to drive both email and sales follow-up. ActiveCampaign segmented customers by purchase behaviour while Salesforce tracked account-level revenue and renewal timing. The two systems stayed in sync so a repeat buyer never received a first-purchase offer.
Financial Services
A financial services firm needed reps to know the moment a lead's behaviour signalled real intent. Score thresholds tied to specific site and email actions triggered instant Salesforce notifications, so reps prioritized outreach based on signal, not gut feel. Response time on high-intent leads dropped from days to hours.
Franchise Rollout
A multi-location franchise business needed consistent follow-up across dozens of local teams. Centralized automations handled first-touch nurture and lead routing, while Salesforce gave each location visibility into their own pipeline without duplicating workflows. Corporate kept control of the automation logic; local teams kept ownership of their deals.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We map your schema before we touch the connector
Most sync failures trace back to field mismatches nobody documented. We audit both systems first.
02
We build scoring on behaviour, not assumptions
Scoring models get calibrated against your actual engagement data, not a generic template carried over from another client.
03
We treat the Salesforce record as the system of record
Marketing automation defers to live opportunity and deal data, so campaigns never work against what sales is doing.
04
We document the sync so you don't need us for every change
Field mappings and automation logic are documented in a form your admin can maintain.
05
We've done this 500+ times across five markets
12+ years of Salesforce and marketing automation delivery across the US, UK, UAE, Australia, and Canada.
"An integration is only as reliable as its field mapping. We don't hand over a connected app — we hand over a system your team can trust six months after we leave."
40-person delivery team spanning Salesforce architecture, marketing automation, and RevOps
500+ client deployments across US, UK, UAE, Australia, and Canada
Salesforce Gold Partner and HubSpot Gold Partner certified
12+ years building CRM and marketing automation infrastructure, not one-off integrations
FAQ
Questions RevOps Teams Ask Before We Start
How long does an ActiveCampaign Salesforce integration take?
Most implementations run four to six weeks, depending on how many custom objects and existing automations need to be mapped and rebuilt.
Will this break our existing Salesforce automations?
No. We audit existing flows, triggers, and validation rules before configuring sync, and design the integration to respect what's already running in your org.
Can you migrate our current ActiveCampaign automations instead of rebuilding from scratch?
Yes. We review existing automations first and rebuild only what doesn't hold up against your current funnel and Salesforce structure.
Does the integration support custom Salesforce objects, or only standard leads and contacts?
The sync covers leads, contacts, accounts, and opportunities by default, and we extend field mapping to custom objects where your process requires it.
Who maintains the integration after launch — us or your team?
We document every mapping and automation so your admin can maintain it, and we offer ongoing support for teams that prefer we manage changes.
Do you also handle ongoing campaign strategy, or only the technical integration?
Both. We configure the sync and also help build, test, and optimize the automations and scoring models that run on top of it.
Get Started
Ready to Run Marketing and Sales on a Single Platform?
Twopir configures ActiveCampaign and Salesforce to sync in real time, with scoring and automation your team can trust.
