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CRM Invoices for Contacts in FuseDesk

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...

CRM Subscriptions for Contacts in FuseDesk

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...

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 Keep Reading...

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 Keep Reading...

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 Keep Reading...

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 Keep Reading...

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 Keep Reading...