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  • How to create Salesforce tasks(to record email activity) when an email is sent in Active Campaign?
Question

How to create Salesforce tasks(to record email activity) when an email is sent in Active Campaign?

  • 17 January 2024
  • 5 replies
  • 42 views
G

Hi Everyone,

Is there a way to log an Activity (Task) to Salesforce whenever an email is sent in Active Campaign?  I have to record the email activity in salesforce.

Thanks,

Geeta

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Geeta 

Are you trying to record when the entire AC Campaign sends OR to each individual recipient of an AC Campaign?

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
G

Hello @Troy Tessalone 

 

I’m trying to record each individual recipient of active campaign (in Salesforce) who opens the email Campaign.

Troy Tessalone
Userlevel 7
Badge +14

@Geeta 

Try using this Zap trigger: AC - New Campaign Open

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
G

 @Troy Tessalone 

Can you suggest me the relevant Event and Object for Salesforce action. I utilized the Create Record Event and Task Object to capture Email Activity. But I couldn't able to capture the recipient and sender email address in the created task

Troy Tessalone
Userlevel 7
Badge +14

@Geeta 

To get those data points from AC, you may have to try a different AC trigger: New Automation Webhook

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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