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Identifies contacts on incoming and outgoing calls.
Automatically creates Phone Call entities for incoming and outgoing calls for call involving CRM Contacts.
Provides links to open Phone Call and Contact entities from the Ringotel app.
Allows you to create contacts in CRM using the Ringotel mobile or desktop app.
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Please take note the the Email field is a required field for ActiveCampaign CRM so if you want for the contact created in Ringotel to be brought over to the CRM it needs to have an email address filled. |
Imports contacts from CRM into the Contact lists of Ringotel users.
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Navigate to your instance of ActiveCampaign and navigate to Settings ->Developer→ Developer.
Take not a note of the API URL and API key, they will be used to set up the integration on the Ringotel side.
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Set up the integration in Ringotel Shell Portal
Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an organization → Integrations tab → click Enable Integration on the ActiveCampaign CRM card.
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Put Enter the ActiveCampaign API URL in the Domain field and API key in the corresponding fields in the API key field and Ringotel integration settings. Then click Save & Continue button.
If the integration settings were specified correctly, you should now be redirected to the next step where you need to link your Ringotel users with their ActiveCampaign CRM accounts.
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Switch to the ActiveCampaign CRM tab, which should appear if the integration is successfully configured.
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Click the Next button to pull the list of CRM contacts.
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