Step 1- Log in to your ActiveCampaign account.
Step 2- Go to the left side menu and click on Settings.
Step 3- Now click on Developer from the open submenus of setting -
Step 4- Now copy your URL and Key. Write it somewhere.
Step 5- Now you have both your URL and Key.
Steps to follow in your CallHippo account -
Step 1- Log in to your CallHippo account and go to the integrations tab.
Step 2- Now click on Connect button and Integration setup popup will open up as below.
Step 3- Now enter your API key and API URL that you saved earlier in the below Integration Setup popup and click on Connect Now button.
Hurray!!! You have now successfully integrated ActiveCampaign with CallHippo. Integration status shows “Integrated”. And once contact syncing is completed, we will update you by email.
Integration Settings
Now your CallHippo account is successfully integrated with ActiveCampaign and the Integration Settings popup will open up as below.
Call Activities performed with an ActiveCampaign Contact Reflected in your ActiveCampaign Account
If you have enabled this toggle, All the call activities that are performed on an ActiveCampaign contact through CallHippo will be reflected in the ActiveCampaign contact’s activity
SMS Activities performed with an ActiveCampaign Contact reflected in your ActiveCampaign Account
If you have enabled this toggle, All the SMS activity will log in to the ActiveCampaign contact’s Activity section.
- Create a contact in the active campaign for unsaved calling contacts
If you have enabled this toggle, all the unsaved incoming/outgoing calling contacts will get synced in CRM
and CH dialer.
Select in which section of Activecampaign Activities should be sent
You can select in which section Call/SMS activity should be logged either Notes/Tasks as below (By Default Notes will be selected)
If you have selected Tasks then you will be asked to select task type for Call as below.
Activities as a Notes :
Activities as Tasks :
Features provided with ActiveCampaign integration:
1) all existing contacts (with at least one phone number) will be synced with CallHippo after click-to-call.
2) Whenever you update or add a new contact in ActiveCampaign, it will sync to CallHippo after click - to -call is performed.
3) Whenever your agent makes a call to ActiveCampaign contact with the CallHippo dialer, the Call log activity will be synced to your ActiveCampaign contact activity.
4) Whenever an SMS is sent to ActiveCampaign Contact/received from ActiveCampaign Contact with CallHippo dialer SMS log will be synced to your ActiveCampaign contact activity.
5) Whenever a call(outbound/inbound) on unsaved number.It will create a contact in the active campaign for unsaved calling contacts.
Important Note:
Contact deleted from the ActiveCampaign will not be deleted from CallHippo. You need to delete it manually.
It will only delete contacts automatically when integration is removed.
Enable Click to Call:
Install the CallHippo Click-to-Call Chrome extension from the below link:
https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci
Call activity will be associated with the deal if the call was initiated from the deal detail page.
Call activity will be associated with the contact if the call was initiated from the contact detail page.