Before starting, please make sure:
You've successfully added an Essential, Expert, or Custom plan with CloudTalk
You have an ActiveCampaign account
You are an admin for both ActiveCampaign and CloudTalk
Adding ActiveCampaign in CloudTalk
First, you'll need your ActiveCampaign API Key and API URL. Not sure where to find them? Follow this guide.
Once you have your API Key and API URL:
Login to your CloudTalk Dashboard.
Go to Account > Integrations.
Look for Add Integration. In the Add Integration section, find ActiveCampaign and click
Optional - Give your integration a unique name (useful for companies with separate ActiveCampaign integrations for different teams).
Look for Workflow Settings. In the Workflow Settings section, click
Enter your ActiveCampaign API URL and API Key. Click
Finishto save Workflow Settings.
To only log calls for specific CloudTalk numbers, add desired numbers to the Connected numbers section.
To only log SMS messages for specific CloudTalk numbers, add desired numbers to the Connected numbers for SMS section.
Check the top of the page. Make sure Integration is set to Active.
When changing settings, always click