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Add Contacts to Ontraport Campaigns from FuseDesk

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 [...]

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Applying Ontraport Tags to Contacts from FuseDesk

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 [...]

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Importing Ontraport Email Templates to FuseDesk

All of your Ontraport Email Templates are available for you to use inside of FuseDesk. To import your Email Templates, head to Settings, Templates, Email Templates. Click the blue Import button and choose all of the Ontraport Email Templates you'd like to import to FuseDesk. After you've imported, you can edit your new email templates [...]

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Connecting FuseDesk to Ontraport

Ontraport users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Ontraport during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting Ontraport after Onboarding If you have already completed your FuseDesk onboarding and you want to [...]

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Disconnecting FuseDesk from your CRM

If you have changed CRMs or are simply no longer using your CRM, you can easily disconnect FuseDesk from existing CRM. To disconnect FuseDesk from your CRM, login to FuseDesk as an admin and head to App Options under Settings. Scroll down to CRM and click the red Disconnect CRM button. Depending on your CRM, [...]

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ActiveCampaign Users in FuseDesk

ActiveCampaign 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 ActivateCampaign User, their FuseDesk case activity will be properly linked to their User inside of ActiveCampaign. Inviting ActiveCampaign Users to FuseDesk There are [...]

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Applying ActiveCampaign Tags to Contacts from FuseDesk

Your ActiveCampaign Tags are available for your team to use inside of FuseDesk. From a case, click Automation and choose which ActiveCampaign Tag you’d like to apply to your Contact. Click Apply and the contact will be tagged inside of ActiveCampaign. Tagging a contact is a great way to trigger powerful automations in ActiveCampaign without [...]

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Run ActiveCampaign Automations on Contacts from FuseDesk

All of your ActiveCampaign Automations are available for your team to use inside of FuseDesk. From a case, click into Add to Automation and choose which ActiveCampaign Automation you'd like to add your contact to. Click Run and the contact will be added to the selected Automation inside of ActiveCampaign. Note that only Active Automations [...]

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