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weininghuiweininghui/skills/activecampaign/SKILL.md

activecampaign

Skill1 starsChanged 12 days agoMITView on GitHub

ActiveCampaign CRM integration for lead management, deal tracking, and email automation. Use for syncing demo leads, managing clinic sales pipeline, and triggering follow-up sequences.

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1 other project uses a version of this.

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SKILL.md

运行依赖:需要本机已安装命令 activecampaign;需要环境变量 ACTIVECAMPAIGN_API_KEY、ACTIVECAMPAIGN_URL(未配置则该技能不可用);缺失时先安装 / 配置,再执行正文步骤。

ActiveCampaign Skill 📧

ActiveCampaign integration for CRM automation and sales pipeline management.

Purpose

Manage leads, deals, and email automations for sales:

  • Contacts: Sync demo attendees, leads, and prospects
  • Deals: Track sales pipeline stages
  • Tags: Segment leads (demo-requested, nurture, close-ready)
  • Automations: Trigger email sequences based on actions
  • Custom Fields: Map order, shipping, billing, and subscription data

Setup

1. Credentials

# Create config directory
mkdir -p ~/.config/activecampaign

# Add credentials
echo "https://youraccount.api-us1.com" > ~/.config/activecampaign/url
echo "your-api-key" > ~/.config/activecampaign/api_key

# Or use environment variables
export ACTIVECAMPAIGN_URL="https://youraccount.api-us1.com"
export ACTIVECAMPAIGN_API_KEY="your-api-key"

Get API credentials from ActiveCampaign:

  • URL: Settings → Developer → API Access
  • API Key: Settings → Developer → API Access

2. Custom Fields Configuration (Optional)

The skill supports custom field mappings for order, shipping, billing, and subscription data.

# Initialize config from sample
activecampaign config init

# Edit with your field IDs
nano ~/.config/activecampaign/fields.json

The config file is gitignored and should not be committed.

Usage

# Contacts
activecampaign contacts list                    # List all contacts
activecampaign contacts create "email@test.com" "First" "Last"
activecampaign contacts sync "email@test.com" "First" "Last"
activecampaign contacts get <id>
activecampaign contacts search "clinic"
activecampaign contacts add-tag <id> <tag_id>
activecampaign contacts remove-tag <id> <tag_id>

# Deals
activecampaign deals list
activecampaign deals create "Clinic Name" <stage_id> <value>
activecampaign deals update <id> stage=<stage_id> value=<value>
activecampaign deals get <id>

# Tags
activecampaign tags list
activecampaign tags create "Demo Requested"

# Automations
activecampaign automations list
activecampaign automations add-contact <contact_id> <automation_id>

# Custom Fields
activecampaign fields list                    # List configured fields
activecampaign fields get order_fields.order_id
activecampaign fields set-field <contact_id> <field_id> <value>

# Lists
activecampaign lists list
activecampaign lists add-contact <list_id> <contact_id>

# Configuration
activecampaign config init                    # Create fields.json from sample
activecampaign config path                    # Show config file path

Custom Fields Configuration

The skill includes a comprehensive field configuration system for:

CategoryFields
OrderOrder ID, Number, Date, Total, Tax, Status, Subtotal, Discount, Currency, Payment details
ShippingName, Address 1/2, City, State, Postal Code, Country, Method, Cost
BillingAddress 1/2, City, State, Postal Code, Country
SubscriptionID, Status, Plan, Amount, Currency, Interval, Start, Trial End
AdditionalCompany, Product info, Lead Campaign, Notes, Birthday, etc.

Setting Field Values

# Get field ID from config
activecampaign fields get order_fields.order_id
# Output: 7

# Set field value on contact
activecampaign fields set-field <contact_id> 7 "ORD-12345"

Rate Limits

  • 5 requests per second max
  • The wrapper handles rate limiting automatically

Related Skills

  • shapescale-crm - Attio CRM integration (source of truth)
  • shapescale-sales - Sales workflows and qualification
  • campaign-orchestrator - Multi-channel follow-up campaigns

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