Using Active Campaign with SoterAI
Connect your ActiveCampaign account to SoterAI to look up contacts, lists, tags, deals, and campaign activity — and bring that information into your chat and reports.
At a glance
| Provider | ActiveCampaign |
| Access | Read-focused. SoterAI can look up contacts, lists, tags, deals, and campaign reports, and can add a small number of updates such as a contact note. It cannot delete records or send campaigns. |
| Good for | Finding a contact or account and its tags, lists and deals; reviewing recent campaign activity; and pulling CRM and marketing details into a summary. |
| You will need | Your ActiveCampaign API URL and API key, both found in ActiveCampaign under Settings → Developer. |
Before you start: find your API URL and key
ActiveCampaign connects using an API key rather than a sign-in window, so you will need two details from your ActiveCampaign account:
- In ActiveCampaign, go to Settings → Developer.
- Copy your API URL — it looks like https://youraccount.api-us1.com and is specific to your account's region.
- Copy your API Key.
Keep your API key private. Your API key grants access to your ActiveCampaign data. Treat it like a password and only enter it on the official connection page.
Connecting ActiveCampaign
There are two ways to start, both the same as any other SoterAI app.
Using the Connectors icon (recommended)
- Click the puzzle piece icon in the chat input bar to open the Connectors panel.
- Find Active Campaign in the list, or type it into the Search connectors bar.
- Click Connect. A secure connection page opens.
- Paste your API URL and API Key into the two fields.
- Submit the form, then return to the chat — Active Campaign now shows a green Connected badge in the Connectors panel.
Using the chat
You can also ask SoterAI in General Chat:
"Connect to ActiveCampaign"
SoterAI replies with a connection link; the flow is the same from there. Your connection is persistent, so you do not need to reconnect for each new conversation. To remove access later, click Disconnect next to Active Campaign in the Connectors panel.
Wrong region? If the connection fails, the most common cause is an API URL from a different region. Double-check the exact API URL shown under Settings → Developer and try again.
What you can ask
| What you want | Example |
|---|---|
| Look up a contact | “Find the ActiveCampaign contact for jane@example.com” |
| See a contact's tags and lists | “What tags and lists is that contact on?” |
| Review deals | “Show me the open deals for Acme Corp” |
| Check campaign activity | “How did last month's newsletter campaign perform?” |
| Add a note | “Add a note to that contact: spoke on the phone, following up next week” |
Things to know
- Read-focused. SoterAI can look up contacts, lists, tags, deals and campaign reports, and can make a few safe updates such as adding a contact note, a tag, or creating/updating a contact. It cannot delete records or send campaigns.
- Connects with an API key, not a login. You provide your API URL and API key once; there is no separate sign-in window.
- Region matters. Your API URL is specific to your account's region — using the wrong one is the usual reason a connection fails.
- You can revoke access at any time. Disconnect in the Connectors panel, and rotate your API key in ActiveCampaign if you ever need to.