...
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.
Info |
---|
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.
...
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.
...
Enter the ActiveCampaign API URL and API key in the corresponding fields in the Ringotel integration settings. Then click Save & Continue button.
...
Switch to the ActiveCampaign CRM tab, which should appear if the integration is successfully configured.
...
Click the Next button to pull the list of CRM contacts.
...