ActiveCampaign

Connect ActiveCampaign so campaign recipients and tracked viewers become contacts, with notes and tags you can use to start ActiveCampaign automations.

Available on: Pro

Before you start

• An ActiveCampaign account, with your API URL and API Key. Both are in ActiveCampaign under Settings → Developer → API Access.
• A Zidi account on the Pro plan. A paid seat on a Pro team also counts.

Who can connect

Any Zidi user on Pro can connect ActiveCampaign from their own account. Each connection belongs to one Zidi user, so each teammate connects separately. Zidi acts with the permissions of the ActiveCampaign user whose API key you use.

Connect ActiveCampaign

1. In the sidebar, click Integrations.
2. Click the ActiveCampaign card.
3. In API URL, paste your API URL, for example https://youraccount.api-us1.com.
4. In API Key, paste the key from the same ActiveCampaign page.
5. Click Test Connection. You should see "Connection successful!".
6. Click Connect ActiveCampaign. You should see "ActiveCampaign connected successfully!".

Zidi accepts API URLs of the form https://youraccount.api-us1.com (any number after api-us) or https://youraccount.activehosted.com. If you paste a URL ending in /api/3, Zidi removes that part. Connecting checks your details again before saving.

The ActiveCampaign page in Zidi then shows the API URL and a Synced records count. An API key connection does not expire.

What syncs

• At campaign launch: Zidi finds each recipient's contact by email, or creates one. It sets first name, last name and phone from your list, replacing the values on an existing contact. A new contact with no first name gets the part of the email before the @. It adds a note with the personal link and the tag "Zidi Campaign".
• While a recipient watches: at most two notes, opened and completed. The opened note adds the tag "Watched Video". The completed note, at 95% watched or a call-to-action click, adds "High Engagement". There is no separate note at 50% or 80%.
• Tracked share links: one note per view, created at 50% and updated at 80% and 100%. The tag is "High Engagement" from 80%, otherwise "Watched Video". If the viewer is not yet a contact, Zidi creates one.

ActiveCampaign gets no Zidi custom fields. Use the tags to start automations. How CRM sync works explains the timing.

Disconnect

1. In the sidebar, click Integrations, then the ActiveCampaign card.
2. Click Disconnect ActiveCampaign.

There is no confirmation step. Zidi disconnects at once and shows "ActiveCampaign disconnected". Zidi deletes its copy of your API key. Zidi does not change the key in ActiveCampaign. Contacts, notes and tags stay in ActiveCampaign.

Troubleshooting

• A dialog says "Connecting ActiveCampaign to Zidi is a Pro feature." Your plan is Free or Starter. Click Upgrade Plan, then connect again.
• "This integration requires a Pro plan." On ActiveCampaign, both Test Connection and connecting need Pro.
• "Invalid API URL format. Expected: https://youraccount.api-us1.com" The URL is not an ActiveCampaign API address. Copy it again from Settings → Developer → API Access.
• "Could not reach ActiveCampaign. Check your account URL." or "Invalid API URL. Check your ActiveCampaign account URL." or "Invalid API URL. Could not reach ActiveCampaign server." The account part of the URL is wrong. Check the spelling.
• "Invalid API key. Find your key in ActiveCampaign → Settings → Developer." ActiveCampaign rejected the key. Copy it again from the same page as the API URL.
• "API URL and API Key are required" Fill in both fields.
• "Connection failed (HTTP …)" ActiveCampaign returned an unexpected answer. Try again later.
• Duplicate contacts? Zidi matches by email address. A contact is created only when no contact has that email.