Ringotel integration for ActiveCampaign CRM offers the following features:
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.
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.
Get the API URL and API key
Navigate to your instance of ActiveCampaign and navigate to Settings → Developer.
Take a note of the API URL and API key, they will be used to set up the integration on the Ringotel side.
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.
Enter the ActiveCampaign API URL and API key in the corresponding fields in the 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.
Import CRM contacts
The integration provides automatic contact identification on incoming calls. Additionally, you can import existing CRM contacts into the contact lists of the Ringotel users.
Navigate to your Organization -> Contacts, then click Import 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.
Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts in your CRM, it may take some time to finish. You may close the window as the process will be finished in the background.