ActiveCampaign integration: sync booking contacts, notes, tags and deals

Connect ActiveCampaign to send an invitee's email address, name and phone number when they book, reschedule or cancel. Every event is also recorded as a note on the contact, and new bookings can create a deal. Contacts are matched by email. CRM integrations require Light or higher.

Connect ActiveCampaign

1. In ActiveCampaign, open Settings > Developer and copy your API URL and API key.
2. In meetergo, open Integrations, find ActiveCampaign, and select Connect.
3. Enter the URL and key. Select Connect again. meetergo checks the credentials before saving them.
4. Choose your tags for each event and, optionally, a list and a deal stage for new bookings. Select Save.

Your API key is never displayed after saving. To replace it, enter the new credentials and select Reconnect.

What meetergo records

For each booking, reschedule or cancellation, meetergo:

• Creates or updates the contact by email. Name and phone number are only written when the invitee provided them, so existing details are never erased.
• Adds the tags you selected for that event.
• Adds a note to the contact. The note names the event, the meeting type, the time in the host's timezone, the host and the meeting link.

New bookings can also add the contact to a list and create a deal.

Choose which bookings sync

Turn on Enable for all meeting types to sync every booking. Otherwise, open a meeting type's Apps settings and enable ActiveCampaign there. Meeting-type templates carry the same settings.

Each event has its own tag selection: Booking tags, Rescheduling tags, and Cancellation tags. Tags selected on the meeting type are added to the tags in the integration settings. Existing tags are kept.

The optional list applies only to new bookings. Rescheduling or cancelling does not subscribe or unsubscribe a contact. Contacts already present on the list keep their existing status, including an opt-out. Use your booking form's CRM opt-in field when consent is required; declining that field prevents sync for every event.

A meeting type can choose a different list. Use integration list uses the list selected in the integration settings.

Create deals

Select a stage under Create a deal in stage to open a deal for every new booking. Stages are grouped by pipeline. The deal is named after the invitee and the meeting type, has a value of 0 in the pipeline's currency, and is owned by the ActiveCampaign user whose API key you connected. Pipelines that assign owners automatically keep their own owner.

A meeting type can pick its own stage. Use integration setting uses the stage from the integration settings. Rescheduling or cancelling never creates or changes a deal.

If a sync fails

Bookings still succeed when ActiveCampaign is unavailable. The integration health section and ActiveCampaign settings show the connection error. Check the API key, tags, list and deal stage, then reconnect if needed. A successful later sync clears the error. Failed events are not automatically replayed.

Disconnect

Open the ActiveCampaign settings and select Disconnect. This removes the saved credentials and stops new syncs. Contacts, notes, tags and deals already in ActiveCampaign remain there. Reconnect and reconfigure the integration to resume syncing.