Availability: Business and Enterprise plans
This guide will walk you through setting up and using the ActiveCampaign integration to create documents with dynamically populated content from your CRM data.
Get your API credentials in ActiveCampaign
In your ActiveCampaign account, go to Settings > Developer
Copy the API URL and API key
Connect ActiveCampaign in PandaDoc
Navigate to Settings > API and Integrations in PandaDoc
Locate and select ActiveCampaign from the available integrations
Click Connect to begin the integration setup
Paste the API URL and API key into the connection fields and select Authorize
That's it! Your ActiveCampaign integration is now connected and ready to use.
Link integration to your template
Create a new template or open an existing one
Select +Add step and select Pull data from integration step
Select ActiveCampaign
Select the object you'll be pulling the data from. You can select Deals, Contacts, or Accounts.
Add dynamic variables
Select Go to editor on the Variables button to add variables to the template.
Hover over a variable (data field from the selected object in ActiveCampaign) and select Copy. Then paste it in a text block in your template.
You can also add a variable directly within a text block. Click inside the block, type an open square bracket, choose the object you want to pull the variable from, then select the specific variable. It will be inserted at your cursor, highlighted in yellow.
Add all the variables you need and click Save changes at the top right.
Configure merge fields
You can pass data from ActiveCampaign deals into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you must not include square brackets — you can simply select the field you need from the Merge field data.
Select a field or add a new one
In Properties on the right, the Merge field data source should list the 'ActiveCampaign deal'
You can search and select the needed ActiveCampaign deal field to pre-populate them for the recipients
Generate a document
Select Use this template to start document generation.
Choose the specific deal/contact/account record you want to use
Add document recipients.
Select Edit document at the top right and preview the document to verify all variables are populated correctly. Add missing details if needed
Select Continue to editor to review the generated document to ensure all information is accurate
Select Review and send at the top right to review document settings, add an email message, and send the document
Generating documents in ActiveCampaign
You can also create and manage documents directly within your ActiveCampaign account.
To do this, first, install the PandaDoc App:
Navigate to the ActiveCampaign Integrations
Search for "PandaDoc"
Click Set up integration
After installation, you'll need to authorize PandaDoc to access your ActiveCampaign data if you haven't yet connected and authorized it from your PandaDoc account:
Open any supported record (Deal, Contact, or Account)
Locate the PandaDoc app panel
Click the Authenticate button
Follow the authentication prompts
Once authorized, the document creation workflow is the same as creating documents from PandaDoc:
Navigate to the record you want to create a document for
Scroll to the PandaDoc embedded app
Click +Document
Select your template
The document will automatically populate with data from the current ActiveCampaign record
Add recipients, review, and send the document
Limitations
The integration is compatible only with pandadoc.com (not pandadoc.eu).
A PandaDoc admin user must install the app and connect it for each workspace.
You can connect only one data source (deals, companies, or contacts) per PandaDoc template.
Documents created from an ActiveCampaign object will not appear on its associated objects. For example, a document created from a deal will not appear on the associated contact or account.