Email Marketing Platform Integrations

Connect LeadConduit to popular email marketing platforms like Mailchimp, ActiveCampaign, and Constant Contact. Learn configuration, best practices, and advanced features.

📍 You Are Here

You need to automatically add leads to email marketing lists, trigger campaigns, and maintain clean subscriber data. This guide covers the major email platforms and how to integrate them effectively.

🎯 What You'll Learn

Platform-specific configurations
Field mapping strategies
Consent and compliance
List management
Automation triggers
Best practices

📧 Mailchimp Integration

Initial Setup

Add Mailchimp Step
- Add Step → Delivery → Mailchimp
- Click "Connect to Mailchimp"
- Authorize LeadConduit

Select Audience

Audience: Main Newsletter List
Or map dynamically: {lead.list_name}

Field Mapping

Standard Fields:

LeadConduit → Mailchimp
────────────────────────
email       → EMAIL (required)
first_name  → FNAME
last_name   → LNAME  
phone_1     → PHONE
state       → STATE
zip         → ZIP

Custom Fields:

lead_source → SOURCE
interest    → INTEREST
score       → LEADSCORE

Subscription Management

Status Options:

subscribed - Active subscriber
pending - Requires confirmation
unsubscribed - Opted out
cleaned - Invalid/bounced

Double Opt-in:

// Require confirmation
status: "pending"
send_welcome: false

// Skip confirmation (with explicit consent)
status: "subscribed"
consent_timestamp: {lead.consent_date}

Tags and Segments

Add Tags Dynamically:

tags: [
  lead.source,
  lead.campaign,
  "webform",
  Date.now()
]

// Conditional tags
if (lead.score > 80) tags.push("hot-lead")
if (lead.state == "CA") tags.push("california")

Marketing Permissions

For GDPR compliance:

marketing_permissions: [
  {
    marketing_permission_id: "email",
    enabled: lead.email_consent
  },
  {
    marketing_permission_id: "sms",
    enabled: lead.sms_consent
  }
]

🚀 ActiveCampaign Integration

Connection Setup

Get API Credentials
- Log into ActiveCampaign
- Settings → Developer → API Access
- Copy URL and Key

Configure in LeadConduit

API URL: https://youracccount.api-us1.com
API Key: your-api-key-here

Contact Creation

Basic Mapping:

email      → email (required)
first_name → firstName
last_name  → lastName
phone      → phone

Custom Fields:

// Map to custom field IDs
fieldValues: [
  {
    field: "1",  // Lead Source field ID
    value: lead.source
  },
  {
    field: "2",  // Score field ID
    value: lead.score
  }
]

List Management

Add to Lists:

// Single list
list: "2"  // List ID

// Multiple lists
lists: [
  { id: "2", status: "active" },
  { id: "5", status: "active" }
]

// Dynamic list assignment
list: lead.interest == "solar" ? "3" : "2"

Automation Triggers

Enter Automation:

automation: "5"  // Automation ID

// With entry point
automation: {
  id: "5",
  entry_point: "subscribed"
}

Deal Creation

Create deals automatically:

deal: {
  title: `${lead.first_name} - Web Lead`,
  value: lead.estimated_value || 1000,
  currency: "USD",
  pipeline: "1",
  stage: "1",
  owner: "3"
}

📮 Constant Contact Integration

Authentication

Connect Account
- Add Step → Constant Contact
- Click "Connect"
- Authorize access
Select Account
- Choose from available accounts
- Verify correct account

Contact Configuration

Required Fields:

email → email_address (required)

Recommended Fields:

first_name   → first_name
last_name    → last_name
phone_1      → cell_phone
phone_2      → home_phone
company      → company_name
address      → street_address
city         → city
state        → state_code
zip          → postal_code

List Assignment

Static List:

list_ids: ["abc123def456"]

Dynamic Lists:

// Based on interest
list_ids: lead.interest == "newsletter" 
  ? ["list_1_id"] 
  : ["list_2_id"]

// Multiple lists
list_ids: [
  "main_list_id",
  lead.source_list_id
].filter(Boolean)

Custom Fields

Map to custom fields:

custom_fields: [
  {
    custom_field_id: "lead_source",
    value: lead.source
  },
  {
    custom_field_id: "lead_score",
    value: String(lead.score)
  }
]

🔄 Common Configuration Patterns

Only subscribe with explicit consent:

// Check consent before adding
if (!lead.email_consent) {
  skip_step = true
} else {
  status = "subscribed"
  consent_source = lead.consent_source
  consent_timestamp = lead.consent_date
}

Lead Scoring Integration

Pass lead scores to email platform:

// Mailchimp
merge_fields: {
  SCORE: lead.score,
  GRADE: lead.score > 80 ? "A" : "B"
}

// ActiveCampaign
fieldValues: [
  { field: "score_field_id", value: lead.score }
]

// Add to high-value list if score high
if (lead.score > 90) {
  lists.push("vip_list_id")
}

Source Attribution

Track where leads came from:

// Standard fields
source: lead.source
campaign: lead.campaign
medium: lead.medium

// Tags for segmentation
tags: [
  `source:${lead.source}`,
  `campaign:${lead.campaign}`,
  `date:${new Date().toISOString().split('T')[0]}`
]

🛡️ Compliance and Best Practices

Always Verify Consent:

// Only add if explicit consent
if (lead.email_consent !== true) {
  outcome = "skipped"
  reason = "No email consent"
  return
}

Double Opt-in

When required by law:

// Mailchimp
status: "pending"  // Triggers confirmation email

// ActiveCampaign
status: "unconfirmed"
send_confirmation: true

// Constant Contact
confirm_opt_in: true

Unsubscribe Handling

Honor opt-outs:

// Check suppression list first
if (suppression_list.contains(lead.email)) {
  skip = true
  reason = "Previously unsubscribed"
}

// Update status if unsubscribed
if (lead.unsubscribed) {
  status = "unsubscribed"
  reason = lead.unsubscribe_reason
}

🚫 Common Issues and Solutions

"Contact Already Exists"

Solution: Enable update mode

// Mailchimp
update_existing: true

// ActiveCampaign
update_if_exists: true

// Constant Contact
update_contact: true

"Invalid Email Format"

Pre-validate:

// Check format before sending
if (!isValidEmail(lead.email)) {
  skip = true
  reason = "Invalid email format"
}

// Clean email
email = lead.email.toLowerCase().trim()

"List Not Found"

Debug:

Verify list ID is correct
Check permissions for list
Ensure list is active
Try refreshing connection

Rate Limiting

Handle API limits:

// Add delays between requests
delay: 100  // milliseconds

// Batch where possible
batch_size: 500

// Implement exponential backoff
retry_delay: [1000, 2000, 4000, 8000]

💡 Advanced Features

Dynamic Content

Personalize based on lead data:

// Mailchimp merge tags
merge_fields: {
  FNAME: lead.first_name,
  PRODUCT: lead.interested_product,
  DISCOUNT: lead.score > 80 ? "20%" : "10%"
}

Automation Triggers

Start sequences automatically:

// ActiveCampaign automation
if (lead.downloaded_guide) {
  automation_id = "nurture_sequence"
} else if (lead.requested_demo) {
  automation_id = "sales_sequence"
}

Lead Scoring Updates

Keep scores synchronized:

// Update score on each interaction
contact_score = existing_score + lead.engagement_points

// Move between lists based on score
if (contact_score > 100) {
  move_to_list = "hot_leads"
}

📊 Testing Email Integrations

Test Checklist

Authentication
- Connection successful
- Correct account selected
- Permissions adequate
Contact Creation
- New contact created
- All fields mapped
- Tags applied
- Lists assigned
Updates
- Existing contacts updated
- No duplicates created
- Fields merge correctly
Compliance
- Consent checked
- Opt-outs honored
- GDPR fields set

Test Scenarios

// Test 1: New subscriber
{
  email: "new@example.com",
  consent: true,
  source: "webform"
}

// Test 2: Existing contact
{
  email: "existing@example.com",
  update_fields: true
}

// Test 3: No consent
{
  email: "noconsent@example.com",
  consent: false  // Should skip
}

// Test 4: High-value lead
{
  email: "vip@example.com",
  score: 95,  // Should trigger VIP handling
  consent: true
}

First Integration - Integration basics
Data Mapping - Field transformation
TCPA Compliance - Consent management

📧 Email Excellence: Proper email integration ensures your leads receive timely, relevant communication while maintaining compliance. Test thoroughly and monitor deliverability for best results!