Active Campaign Zoho Desk Integration

Active Campaign for Zoho Desk

Key Points

  1. Easy-access
    1. Access Active Campaign Contacts, Organisations
  2. Increase opportunities
    1. Create a New opportunity from a ticket.
  3. Grow your contacts
    1. Create a New contact from a ticket
  4. Auto-mapping
    1. Default contact mapping






Step 1


Setting Up

1. Choose Department
2. Choose the Profile to access
3. Agree Terms and conditions
4. Click Install







Step 2

Authorize Zoho Desk Service

  1.  API key :  A support agent can get the API key from the Insightly portal.
    1. Click your profile from the top right drop down menu.
    2. Select “User settings”
    3. Go to API Key.
    4. Copy the API key
  2. Paste it into the Active Campaign app and it is good to go.





Step 3

Access Active Campaign contacts

1. Access Active Campaign contacts, organisations in Zoho Desk ticket view.





Step 4

Add Contact Button

1. Click Add Data button a new contact form, from a Zoho Desk ticket view.






Step 5

Add Contact

  1. Create a new contact from a Zoho Desk ticket view.
  2. If have data, auto added to contact form.
  3. Click submit button, to save Active Campaign people.






All set go , Explore Active campaign integration and contact us For any support help@oapps.xyz

    • Related Articles

    • Active Campaign for Zendesk

      Key Points Easy-access: Access Active Campaign Contacts, Organisations. Increase opportunities: Create a New opportunity from a tickets Grow your contacts: Create a New contact from a ticket. Auto-mapping: Default contact mapping. Install Now ​ Step ...
    • Zoho Desk - WorkflowMax Integration

      Key Points Easy Add/Update Adding a timesheet entry from Zoho Desk to WorkflowMax. Auto-updates In a note, the description of the ticket will automatically be populated and you can update it if needed. Timeline tracking Time spent in the Zoho Desk ...
    • Vimeo for Zoho Desk

      Key Points Keep-Track of Comments Video comments can be added as tickets in Zoho Desk. Instant reply Agents can reply through Zoho Desk On-Track with updates Comment replies will be added to the corresponding ticket as a thread Auto-update Agent's ...
    • Viber Chatbot for Zoho Desk

      Key Points SMS and MMS messaging SMS and MMS Inbound and Outbound Support Tickets and threads concepts Tickets and threads concepts implementation for SMS/MMS Incoming messages Incoming messages will be created as new tickets inside Zoho Desk Viber ...
    • Zoho Desk - Zoom Integration

      Key Points Quick sharing Generate Zoom meeting URL in the ticket details page and send it to the customer Easy-sharing Use audio, video, and screen sharing features to get a better understanding of customer's issue Multi-hosting Multiple agents in an ...