This article will help you add an ActiveCampaign integration into CloudTalk.
User Level:
Admin
ActiveCampaign + CloudTalk
Requirements
An Essential, Expert, or Custom plan with CloudTalk
ActiveCampaign account admin
ActiveCampaign account API Key and API URL
Configuration
Add ActiveCampaign into CloudTalk
Have the API Key and API URL of your ActiveCampaign account ready to copy and paste.
Login to your CloudTalk Dashboard.
Go to Account > Integrations.
Look for Add Integration. In the Add Integration section, find ActiveCampaign and click
+ Add.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
New Authentication.
Enter your ActiveCampaign API URL and API Key. Click
Create.
Click
Finishto save Workflow Settings.
Additional Tips:
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
Save.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!