ActiveCampaign + Orcabase

Your ActiveCampaign results, in plain answers.

Sync ActiveCampaign through Fivetran and ask which campaigns and automations bring replies, deals and sales, in plain words, next to the rest of your business.

Get started How to connect

Synced by Fivetran
Syncs every 6 hours
No Fivetran account needed

AgentActiveCampaign connected

Which automation brings the most wholesale deals?

Reading your ActiveCampaign data…

The café-owner sequence brought 11 deals this quarter, more than all the others combined.

Its third email, the tasting kit offer, gets the most replies.
Contacts who reply within a week are four times as likely to buy.
The office sequence gets opened a lot, but rarely answered.

Deals from each automation, this quarter

How I got this· 4 steps

Looked at your ActiveCampaign automations and deals
Linked deals to the contacts in each automation
Counted this quarter’s deals by automation
Checked which emails got replies

Example answer. Numbers are illustrative.

In plain words

How do I report on ActiveCampaign automations?

ActiveCampaign runs your sequences and, if you use it, your deals. Fivetran copies contacts, campaigns, automations and deals into a database Orcabase hosts for you, next to your sales.

Ask which automation brings the most deals, or which email in a sequence gets replies, and get the answer with a chart.

Ask in plain words

What you can ask about your ActiveCampaign data

The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.

Meet the data agent

Which campaigns get the most clicks?
Which automations lead to deals?
How many contacts did we add this month, and from where?
Which email in a sequence gets the most replies?
How many deals are in each stage?
Which tags hold our most engaged contacts?
How many people unsubscribed last month?
Show me opens and clicks by campaign.

What comes in

Your ActiveCampaign data, ready to ask about.

A copy in a database Orcabase hosts for you, with its own folder for each app.

Contacts

People, their tags, lists and custom fields.

Campaigns and messages

Every send, with its opens, clicks and bounces.

Automations

Your sequences, and who went through them.

Deals

Deals, pipelines and stages, if you use ActiveCampaign’s CRM.

Numbers worth defining

Define them once. Every answer agrees.

Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your ActiveCampaign data.

How metrics work

Click rate
Unique clicks divided by emails delivered.
Automation-to-deal rate
Share of contacts in an automation who end up with a deal.
List growth
New contacts minus unsubscribes, each month.
Win rate
Deals won divided by deals closed.

Dashboards to start with

Your ActiveCampaign numbers at a glance.

Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.

Email

4 charts

Clicks by campaign
Automations by deals
List growth
Unsubscribes

Pipeline

3 charts

Deals by stage
Win rate by month
Deals by automation

About dashboards

Better together

Ask across ActiveCampaign and the rest of your business.

The best questions need more than one app. The agent can pull from several sources for one answer.

“Which campaigns bring customers who order again?”

ActiveCampaign + Shopify

“Do contacts who book a call from an email buy more often?”

ActiveCampaign + Calendly

“How much revenue came from contacts in each automation?”

ActiveCampaign + Stripe

How to connect

Connect ActiveCampaign, step by step.

1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for ActiveCampaign. Pick the database to sync into.
2
Connect ActiveCampaign on Fivetran’s page
Fivetran’s page asks for your ActiveCampaign API address and key, which you’ll find under Settings → Developer.
3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your ActiveCampaign data.

What you’ll need

An ActiveCampaign login that can see your API address and key, under Settings → Developer.
The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.

At a glance

How it connects: Synced by Fivetran
How fresh: Every 6 hours, as standard.
Where your data lives: A copy in a database Orcabase hosts for you, with its own folder for each app.
Who can set it up: An admin in your organization.
Your login: You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
Cost: Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.

Sync apps with FivetranStep-by-step, in the docs.

Questions

About ActiveCampaign and Orcabase

More in the docs: Sync apps with Fivetran

Does it include deals?

Yes, if you use ActiveCampaign’s CRM: deals, pipelines and stages come along with contacts and campaigns.

Can Orcabase send emails or change contacts?

No. Orcabase only reads the synced copy.

Do I need a Fivetran account?

No. Orcabase uses its own. You sign in to ActiveCampaign on Fivetran’s page, and the data lands in a database Orcabase hosts for you, so there’s nothing else to set up or pay Fivetran for.

How fresh is my ActiveCampaign data in Orcabase?

Fivetran syncs it every 6 hours as standard, and an admin can run a sync by hand at any time. The page for each source shows when it last synced and when it syncs next.

What does syncing cost?

Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard. Each distinct row that’s added or changed in a month counts once, however often it changes, and the first full copy is free. You choose which tables sync, so you only spend the allowance on what you need.

Keep exploring

More data sources

All data sources

Your ActiveCampaign data already has the answers.

Connect it, ask your first question, and pin the answers you want to see every week.

Get started All data sources