Zoho CRM – Active Campaign Integration

April 16, 2024

Key Points

1. Easy-access:
Access Active Campaign Contacts and Deals, Organisations.

2. Increase opportunities:
Create a New opportunity from a Leads and Contacts.

3. Grow your contacts ​and Deals:
Create a New Contact and Deals from a Leads and Contacts.

4. Auto-mapping:
Default Contact and Deals mapping.

Install Now
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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