ActiveCampaign Agency

— FAQ

Frequently asked questions

• Can ActiveCampaign replace our CRM?+

  For a small sales team, often yes — its deals pipeline covers the basics and keeps everything in one tool. Once you need forecasting, territories or a real reporting layer, a dedicated CRM alongside it is the better answer, and we build that too.

• What does site tracking actually give us?+

  Automations that can react to what someone read — a pricing page visit, a specific guide, three visits in a week — instead of only to what they submitted. It is the difference between a sequence and a relevant one.

• Will you migrate our existing automations?+

  Yes, where they are worth keeping. Most accounts we inherit have automations that overlap or never finish; we will show you which ones to rebuild and which to retire.

• Can ActiveCampaign work alongside Pipedrive or Salesforce?+

  Yes. Marketing stays in ActiveCampaign and the sales pipeline stays in the CRM, with contacts and their score passed across, so a salesperson sees who is warm without opening a second tool. We build the CRM side as well, for example on our Pipedrive page.

• Can you connect ActiveCampaign to our WordPress site?+

  Yes. Gravity Forms, Contact Form 7 or your own markup can write into ActiveCampaign with custom fields and tags set, and site tracking goes into the theme so page visits count. The standard setup is the fixed-price ActiveCampaign Integration package.

• How do you build the lead-scoring model?+

  From your own closed deals rather than a template. We look at what the contacts who became customers did before buying, such as the pages they visited, the emails they opened and fields like company size, and weight those. Once enough new deals have closed, it is worth checking whether the scores predicted them, and adjusting.