The ActiveCampaign bidirectional integration is available starting at the Elite tier — and carries forward through Enterprise and Enterprise+. If your practice is ready to connect your EHR and your marketing platform as one system, Elite is where it begins.
FxMedSupport × ActiveCampaign × Cerbo
The nervous system of FxMedSupport connects you to ActiveCampaign.
Something happens in ActiveCampaign — Cerbo knows. Something happens in Cerbo — ActiveCampaign acts. Two platforms. One signal. Zero manual handoff.
What bidirectional actually means
Both systems listen.
Both systems act.
Most integrations move data in one direction — a one-way valve that only goes so far. This one is a circuit. When either platform changes, the other responds. Automatically.
Something happened in your marketing platform
- A new lead fills out an intake form — create the patient record in Cerbo instantly
- A contact reaches a workflow tag — trigger appointment scheduling or staff notification in Cerbo
- An automation marks a contact as “ready to book” — the Cerbo queue updates, no manual step
- A campaign opt-in fires — patient status, consent flag, or custom field syncs to the chart
Something happened in your EHR
- A patient completes an appointment — trigger the post-visit nurture sequence in ActiveCampaign
- A patient’s status changes (new, active, inactive) — move them to the right AC list automatically
- Labs come back or a milestone is reached — fire a targeted outreach campaign without a staff touch
- A patient goes inactive — trigger a re-engagement sequence before they’re gone for good
Under the hood
How FxMedSupport
bridges the two platforms
Cerbo was built for clinical excellence. ActiveCampaign was built for marketing precision. FxMedSupport is the translation layer that makes them speak the same language.
What practices are doing with it
Real workflows.
Zero manual steps.
A prospect fills out a discovery call form in ActiveCampaign. FxMedSupport creates the patient record in Cerbo immediately — name, contact, intake status — before the first appointment is even booked.
An appointment is marked complete in Cerbo. ActiveCampaign automatically sends the post-visit care instructions, follow-up survey, and lab reminder sequence — without staff touching a single button.
Labs are finalized in Cerbo. A targeted ActiveCampaign email campaign fires to that patient — results are ready, review your portal, book your follow-up. Timely. Personalized. Automated.
A patient hasn’t been seen in 90 days. Cerbo flags the status change. ActiveCampaign fires a re-engagement sequence before the relationship goes cold — without anyone running a report.
A patient signs up for a membership tier. FxMedSupport updates their Cerbo record and triggers the full onboarding sequence in ActiveCampaign — welcome email, portal access instructions, first check-in.
An ActiveCampaign automation applies a tag (“needs follow-up call”). FxMedSupport creates a task directly inside Cerbo, assigned to the right staff member. Marketing drives clinical workflow.
Built on the four pillars of FxMedSupport
Why this integration
exists.
The ActiveCampaign bidirectional integration is the four-pillar philosophy in motion — all four at once, working together.
Availability
An Elite tier feature —
and above.
The ActiveCampaign bidirectional integration is unlocked at the Elite tier and carries through Enterprise and Enterprise+. Basic and Pro practices have access to the broader FxMedSupport integration suite — this integration specifically begins at Elite, where the full power of the CRM bridge opens up.
Contact FxMedSupport to confirm configuration options and upgrade path for your current plan.
Your EHR and your marketing platform are the two most important systems in a growing functional medicine practice. FxMedSupport makes them one nervous system.
FxMedSupport · The DreamMakers for Cerbo providers · fxmedsupport.com