Integrating ActiveCampaign with Better Proposals allows you to quickly and easily search for a contact in your CRM account when you're filling in who your document is for. This means that you don't have to remember every client's details off the top of your head.
Connecting your Account (Video Walkthrough)
Connecting your Account
To connect your ActiveCampaign account:
1. To access Integration settings, just hover over your profile picture in the top right corner of your Dashboard and click 'Integrations' in the drop down menu.
2. Once you're there, you'll see various software categories and be able to locate ActiveCampaign under CRM integrations.
3. Open a new tab and log in to your ActiveCampaign account.
4. Click on your name in the top right and click 'My Settings'.
5. Click the 'Developer' link in the left navigation panel and copy your URL and personal API key.
6. Click the button below on this page, enter the API key and URL and click the 'Connect' button.
7. Once you're done, you'll be sent back to a page that looks like this which confirms that you've connected your account
How the ActiveCampaign integration works (Video Walkthrough)
Searching your Account
Once your account is connected, when you create a new document, you will see a new third option to send to 'Someone from my CRM'.
When you click this, you'll see a search box. Simply type part of or the whole name of the company you're looking for and hit the 'Search' button.
Choose the company you're after in the results and then tick the relevant contacts that you'd like this to be sent to (don't worry, you can edit this later).
Click 'Continue' and finish filling in the rest of the details as normal.