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How to connect ActiveCampaign with NetSuite
ActiveCampaign / NetSuite
Documentation

Connect ActiveCampaign to NetSuite with LeadsBridge

ActiveCampaign » NetSuite

In this article, you'll learn how to set up the bridge and connect ActiveCampaign to NetSuite using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your ActiveCampaign source

  1. Type in the name you'd like to call your integration
  2. Enter API URL and API Key to connect your ActiveCampaign with LeadsBridge
    1. Log into your ActiveCampaign account
    2. Click on Settings at the bottom left of the menu
    3. Settings menu will open on the right, click on Developer
    4. Copy the API Access URL and Key, then paste it inside your LeadsBridge integration page
    You can find further information in the following link:( OPEN LINK)
  3. Select the segment you'd like to use as the source for your leads
  4. Click on the Next button

ActiveCampaign now requires to setup a Webhook to send lead's information to LeadsBridge.

Copy the Webhook address that you see in this step and set this endpoint inside your ActiveCampaign settings.

How to setup the webhook on ActiveCampaign

Then follow the steps below:
  1. Log into your ActiveCampaign account
  2. Click on Settings at the bottom left of the menu
  3. Settings menu will open, click on Developer
  4. Then click on Manage Webhooks
  5. You will be redirected to the webhooks page, click Add to create a webhook.
  6. Select which list your webhook will be associated with by selecting it from the drop-down, or select All Lists, then type the name of your webhook in the Name field and paste the Webhook URL you got while creating your LeadsBridge bridge
  7. Next, check the boxes next to any action/event that will trigger your webhook
  8. Then, check the boxes next to any source that will trigger your webhook
  9. After that, click Send Sample Data on the lower left of your screen
  10. Go back into your LeadsBridge bridge setup and wait till the sample data arrives
  11. Finally, after you've received the sample data on LeadsBridge, go back into ActiveCampaign and click Add on the lower left of your screen
You can find further information in the following link: ( OPEN LINK)

In case some lead data is not being received after you’ve followed the above steps, you should set the Webhook on listening mode and trigger the Webhook with a real event so if, for example, you’ve set the Webhook to be triggered on a Contact Added event you should add a new contact in your Active Campaign account with all the information you’ll like to receive in the Bridge, this way the Webhook should be able to receive all the information you need.

Before proceeding

Please make sure to send a test lead from ActiveCampaign. This will allow us to recognize the data you'd like to pass along and offer them as presets in the next steps of the setup.

  1. When the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
  2. Go to ActiveCampaign
  3. Submit a test lead
  4. Head back to LeadsBridge and check if the information has been processed correctly
  5. Click on the Next button

Step 3: Setup your NetSuite destination

  1. Type in the integration's name in the dedicated field
  2. Enter URL, Account ID, Consumer key, Consumer secret, Access Token and Access Secret to connect NetSuite with LeadsBridge
  3. To setup the integration correctly, only during the initial configuration you'll have to create an integration inside NetSuite.

    In order to get your URL and Account ID you should follow the steps below:
    1. Log into your NetSuite account as Administrator
    2. Go to Setup » Company » Company Information
    3. Your URL should look like one of the following cases:
    • https://AccountID.suitetalk.api.netsuite.com
    • https://AccountID.app.netsuite.com
    • If those URL formats doesn't work, go back to the Company Information page and check the value of CUSTOMER CENTER LOGIN which contains the URL but use only the first part of it: https://XXX.netsuite.com where XXX depends on your account region.
  4. The Account ID value can be found in the example above
After that, in order to get your Consumer Key and Consumer Secret, you should create an Integration inside NetSuite by follow the steps below:
  1. Log into your NetSuite account as Administrator
  2. Go to Setup » Integration » Manage Integrations » New
  3. Inside the Name field type a descriptive name, for example LeadsBridge Integration
  4. Keep State as Enabled
  5. Check the Token-Based Authentication checkbox in the Authentication section
  6. Then click on Save
  7. After that, Consumer Key and Consumer Secret will be displayed, copy them.
  8. Go back into your LeadsBridge Integration and paste your Consumer Key and Consumer Secret in their corresponding fields
To be able to create an Access Token you should enable your NetSuite account with Token-Based Authentication by following the steps below:
  1. Log into your NetSuite account as Administrator
  2. Go to Setup » Company » Enable Features
  3. Click on SuiteCloud sub tab
  4. Scroll down to Manage Authentication section
  5. Check the TOKEN-BASED AUTHENTICATION checkbox
  6. Save your changes
After this you should assign a role to the user’s account you are using inside LeadsBridge by following the steps below:
  1. Log into your NetSuite account as Administrator
  2. Go to Setup » Users/Roles » Manage Users
  3. Under the Name column click on the user’s name you want to give access
  4. Then click on Edit button under the user’s name
  5. Go into the Access sub-tab at the bottom
  6. Then click on the Add dropdown button under Roles, we recommend selecting Full Access or other similar roles
  7. Click again on Add to assign the role to the user
  8. After that, click on Save
Now we should create the Token for this user by following the steps below:
  1. Go to Setup » Users/Roles » Access Tokens » New
  2. Select an Application Name
  3. Under User select the user you assigned the Role in the step before
  4. Inside Role select the one you gave to the user in the step before, for example Full Access
  5. Under Token Name you can give a descriptive name to the Token you are creating
  6. Then click on Save button
  7. Now you should be able to see your Token ID and Token Secret
  8. Copy your NetSuite Token ID and paste it inside LeadsBridge Access Token field
  9. Finally, copy your NetSuite Token Secret and paste it inside LeadsBridge Access Secret field
  • Click on the Next button
  • You'll now be able to select the destination segment to send your leads to
  • You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  • Click on the Next button
  • That's all! Congratulations.

    You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

    Have you got some questions?

    You may want to take a look at the common questions on the respective integration's documentation.

    If you have any other questions, or need help to configure your bridge from ActiveCampaign to NetSuite with LeadsBridge, do not hesitate to contact our Support!