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...
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, Keep Reading...
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 Keep Reading...
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 Keep Reading...
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 Keep Reading...
All of your ActiveCampaign Saved Responses are available for you to use as email templates inside of FuseDesk. To import your Saved Responses, head to Settings, Templates, Email Templates. Click the blue Import button and choose all of the ActiveCampaign Saved Responses you'd like to import to FuseDesk. After you've imported, you can edit your Keep Reading...
ActiveCampaign users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting ActiveCampaign 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 ActiveCampaign after Onboarding If you have already completed your FuseDesk onboarding and you want to Keep Reading...
