Salesforce + ActiveCampaign Integration

Quick and Simple Imports wanted more from two things at once: their Salesforce setup, and email marketing that connected to it properly.

Salesforce rebuild: custom homepages and dashboards for tracking outreach and the opportunity pipeline, new fields, and page layouts arranged so reps can find what they need and log activity in seconds.

ActiveCampaign implementation: set up and integrated with Salesforce end to end, including data syncs, field mapping, and automations that keep lists clean and worth mailing.

ActiveCampaign embedded inside Salesforce: the team sends email and manages automations without leaving the CRM they already live in.

Reply routing: a shared Google email group so campaign replies reach the right people without overwhelming any one team member.

Training and documentation: several on-site sessions so the team can run everything on their own.

48% open rate on the very first campaign

Delivered exactly as quoted

Sales and marketing working from one system of record

"The ActiveCampaign setup was just as seamless and our first campaign had a 48% open rate! ForgeSight handled the entire integration with Salesforce, from configuring data syncs and field mapping to building automations that keep our lists clean and actionable." (Ryan Bator, President & Co-founder, Quick and Simple Imports)

Tools: Salesforce, ActiveCampaign, Google Workspace