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ActiveCampaign

Kristian Ek
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Introduction

Provides a call popup to the end-user with matched contacts. Will show multiple hits and provides a deeplink to the contact page.

for every contact the most recent 3 notes can be viewed from the popup.

ACTIVECAMPAIGN API LIMITATIONS

  • Only number exact matches on the last 9 digits are found. Customers must not use special characters or formatting in their phone fields

  • API does not provide the capability to search ‘accounts’ by phone number

Configuration

To configure the ActiveCampaign integration we need to have the Accountof the customer and an API Key. Both can be found in ActiveCampaign with the administrator account.

  • In ActiveCampaign go to settings > developer

  • The Account can be found in the URL field. This is the value between https:// and .api-us1.com (dstny1683211922 in example below)

  • The Key can be found in the Key field. Take the full value.


Assignment

You can now assign the integration to the customer in VoIPcube.

  • Use the Account value in the Account field

  • Use the Key value in the Key field

     

  • Install the VoIPcube clients for the end-user so that they can receive the pop-ups

Example Popup
Troubleshooting
No popup?

The ActiveCampaign playbook does not provide a popup if the number of matches is 0! See the workflow logs to check.

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