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.
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 not of the API URL and API key , they will be used to set up the integration on 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.
Put the API URL in the Domain field and API key in the API key field and click Save & Continue.
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.