#Overview
As of WP Fusion v3.44.21, the ActiveCampaign integration has the ability to create and update Accounts in ActiveCampaign, and associate contacts with accounts.
Accounts are normally used for keeping track of business entities and their related contacts.
#Setup
If you’ve just updated WP Fusion to 3.44.21, first click Refresh Available Tags and Fields in the WP Fusion settings to load your available account fields into the CRM field dropdowns.
The Account Fields will appear in a group at the bottom of the list, beneath Standard Fields and Custom Fields.
WP Fusion supports all the standard account fields in addition to custom account fields.
#How it works
When a user or customer’s data is synced to ActiveCampaign, WP Fusion will identify any account-related field mappings. An account will then be created or updated as necessary, and the contact will be linked to the account.
The functionality works differently depending on the scenario:
#If a contact is new or not linked to an account
If a contact is not linked to an account, WP Fusion will use the Account Name field to attempt to find an existing account with that name. If a match is found, that account will be updated with any provided account fields, and the contact will be linked to the account.
If no match is found, a new account will be created based on the provided data, and the contact will be linked to the new account.
#If a contact is already linked to an account
If a contact is already linked to an account in ActiveCampaign, and the Account Name field in the synced data matches the name on the ActiveCampaign account, then the existing account will be updated with any provided account fields or custom fields.
This also applies if the Account Name field is not synced at all— WP Fusion will update the contact’s existing account based on the linked account ID stored on their contact record.
If the contact is synced with an Account Name that does not match their current account, WP Fusion will attempt to find an existing account with that name. If a match is found, the contact’s existing account relationship will be deleted, and they will be linked to the new account (ActiveCampaign contacts can only be linked to one account at a time).
The existing account will be updated with any custom account fields supplied with the contact data.
If no match is found, WP Fusion will create a new account based on the Account Name and provided account data, and the contact will be linked to that account.
In the example above from the WP Fusion logs, you can see WP Fusion updating an existing contact’s account association after they supplied a new Billing Company at checkout.
The new account was created based on the provided data, the contact was un-linked from their previous account, and linked to the new account.
