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To install the integration of your product with Active Campaign, it is crucial that the user has administrator permissions in the Active Campaign account.

Steps to install the Active Campaign integration in Treble

  1. Sign in to

    app.treble.ai

  2. Go to Settings
  3. Go to Integrations
  4. Click the “Connected Apps” tab
Install Active Campaign in Treble
1

Active Campaign installation flow in Treble

At this point, follow the instructions. Click the “Connect App” button and a modal will open with the connection options. Click “Active Campaign”.Install Active Campaign in Treble
2

Sign in and authorize in Active Campaign

After clicking “Active Campaign”, the Sign in and authorize screen will open, where Treble.ai requests access to your Active Campaign account. Complete the following fields:
  • API Key: enter your Active Campaign API key. You can find it in your account, in the developer settings section.
  • Domain: enter the domain name of your account (just the name, without the full URL). It usually corresponds to the subdomain of your API endpoint.
When the information is correct, click Authorize to complete the connection. If you wish to cancel the process, click Cancel.Active Campaign sign in and authorize screen with API Key and Domain
3

Connected application

You have now connected the Active Campaign application in Treble.Install Active Campaign in Treble
4

Use Active Campaign tools for AI in Treble

You can now use Active Campaign tools for AI in Treble. To do this, go to the “AI Center” section and create a new AI agent. You must select the “Automate complex tasks” option. After creating the agent, go to the “Tools” section and select the “Connected Apps” option in the tools list. In this section, select the “Active Campaign” application and you will see the available tools to use in AI.Install Active Campaign in Treble
Congratulations! You have successfully installed the Active Campaign integration in Treble.
In the next section, we explain how to use Active Campaign tools for AI in Treble.