You can easily log directly into FuseDesk using Keap! Even better, if you're already logged into Keap, you don't have to enter your username and password. Simply confirm the Keap app that you're using and you'll be logged right into FuseDesk. From the login page - if your app is connected to Keap - click Keep Reading...
If you're using Keap (like Keap Max, or Keap Pro), and you're looking for your App Name and API Key, simply click into your profile from the top right of your app. Keap will show you your "Current app" which is your app name. To create your API Key to use with FuseDesk and other Keep Reading...
Using ActiveCampaign, you can easily create a new FuseDesk case. First, in ActiveCampaign, head into Automations and then click Edit on an existing automation (or Create an Automation) where you want to create a new FuseDesk Case. Setup your triggers how you like, and then on the righthand side under Actions search for FuseDesk and Keep Reading...
To view a contact's recent orders in FuseDesk, click to open up their contact editor and click on the Orders tab up top. The Orders tab will show you recent order data from your CRM right in FuseDesk empowering your team to see what's been recently ordered. Click on an individual order to open the Keep Reading...
To view a contact's payments in FuseDesk, click to open up their contact editor and click on the Payments tab up top. The Payments tab will show you all recent payments from your CRM right in FuseDesk enabling your team to see the latest transactions for your customers. Click on an individual payment to open Keep Reading...
To view a contact's subscriptions in FuseDesk, click to open up their contact editor and click on the Subscriptions tab up top. The Subscriptions tab will show you all subscriptions from your CRM right in FuseDesk empowering your team to see what subscriptions a contact has, both active and inactive. Click on an individual subscription Keep Reading...
To view a contact's invoices in FuseDesk, click to open up their contact editor and click on the Invoices tab up top. The Invoices tab will show you all recent invoices from your CRM right in FuseDesk empowering your team to see what invoices a contact has and if there are any balances past due. Keep Reading...
All of your Ontraport Campaigns are available for your team to use inside of FuseDesk. From a case, click into Add to Campaign and choose which Ontraport Campaign you'd like to add your contact to. Click Add and the contact will be added to the selected Campaign inside of Ontraport. Note that contacts can only Keep Reading...
Your Ontraport Tags are available for your team to use inside of FuseDesk. From a case, click Automation and choose which Ontraport Tag you’d like to apply to your Contact. Click Apply and the contact will be tagged inside of Ontraport. Tagging a contact is a great way to trigger powerful automations in Ontraport without Keep Reading...
Ontraport Users can easily log into FuseDesk as reps. They just need to be invited to FuseDesk or linked to an existing FuseDesk rep. Once a FuseDesk Rep is linked to an Ontraport User, their FuseDesk case activity will be properly linked to their User inside of Ontraport. Inviting Ontraport Users to FuseDesk There are Keep Reading...
