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Invoco's Integration with ActiveCampaign
ActiveCampaign is a great easy to use online CRM system for businesses, individuals and sales teams.
So what does Invoco’s Call Tracking and Hosted PBX integrations into ActiveCampaign do? Well, some pretty cool stuff actually…
Creating new contacts and updating existing contact records
So when you receive a call to one of your numbers we’ll do a real-time lookup to your ActiveCampaign database and:
- If we find a contact that matches the caller’s number we’ll add a call note against that contact record and provide a link to the call recording in the Invoco portal, or;
- If we don’t find a contact that matches the caller’s number, we’ll create a new contact in ActiveCampaign automatically for you and provide a link to the call recording in the Invoco portal.
So now, as well as all of the online and email tracking that ActiveCampaign does so well, you now also have a comprehensive call history for that contact.
Desktop call notifications with real-time lookups into your ActiveCampaign system
See who’s calling you in real-time with desktop notifications linked to your system. Clicking on the notification will take you straight into the contact record as well!
And if you’re using the Invoco Hosted PBX system, we’ll even send the caller information straight to your Invoco VoIP phone.
How to set up the integration between Invoco and ActiveCampaign…
Stuck? Contact us
Still unsure about how it all works or just need some advice?
Request a call back from one of our friendly sales team!
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