Zoho CRM - ActiveCampaign Integration

Zoho CRM - ActiveCampaign Integration

Key Points

  1. Easy-access:
    1. Access Active Campaign Contacts and Deals, Organisations.
  2. Increase opportunities:
    1. Create a New opportunity from a Leads and Contacts
  3. Grow your contacts ​and Deals:
    1. Create a New Contact and Deals from a Leads and Contacts.
  4. Auto-mapping:
    1. Default Contact and Deals mapping.





Step 1


Setting Up

1. Install the plugin from Zoho CRM Marketplace listings
2. Accept the Terms of Service and authorize integration to access and process datail.







Step 2

Authorize

1. Provide Domain and SecretKey to authorize the ActiveCampaign account.
2. Save and complete the installation.






Step 3

​Leads / Contacts module

1. ActiveCampaign button will be actionable in List View Page/Detail View Page Leads/Contacts module







Step 4

Add Deal Button

1. Click Add Deal button(+) a new Deal form, from a Zoho CRM contact view.







Step 5

Add Deal

1. Create a new Deal from a Zoho CRM contact view.
2. If have data, auto added to Deal form.
3. Click add button, to save ActiveCampaign contact Deals.






Step 6

Access ActiveCampaign contact Deals

1. Access ActiveCampaign Deals, organisations in Zoho CRM contact view.




All set go , Explore ActiveCampaign- Zoho CRM Integration and contact us For any support help@oapps.xyz


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