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...
Infusionsoft by Keap users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Infusionsoft by Keap 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 Infusionsoft by Keap after Onboarding If you have already completed 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...
FuseDesk logins that authenticate with your CRM are handled completely by your CRM. When your password expires in your CRM, you'll need to reset it directly in your CRM. Currently this is supported with Infusionsoft by Keap. FuseDesk reps that authenticate directly to FuseDesk need to create a new password every 90 days. This follows Keep Reading...
You can create cases in FuseDesk directly from within Keap's Campaign Builder. To do so you will first need to create an API key in FuseDesk. You can create your API key following these steps: In FuseDesk, go to Settings -> API Keys. Click + New Key. In the window that will open give your API Keep Reading...
FuseDesk reps can optionally be linked to CRM reps like Infusionsoft reps. Once a FuseDesk rep is linked to a CRM rep, they'll be able to login using their InfusionsoftID and Infusionsoft password. Logging in with an InfusionsoftID allows the emails that your reps send in FuseDesk, the notes they add in FuseDesk, and the actions Keep Reading...
Leverage the power of Infusionsoft automation and the collaboration of Slack by sending notifications from a Campaign Builder sequence in Infusionsoft to a channel or user in Slack with ease. No need for third party add-ons. No need for paid integrations. No need for a paid Slack account. Just connect the two up instantly using a simple HTTP Keep Reading...
When a customers' credit card is going to expire or it declines, you can have Infusionsoft automatically send out an email to your customer and run other automation right from within Billing Triggers in Infusionsoft That automation can even include creating a case in FuseDesk for your team to follow up with the customer directly. First, setup Keep Reading...
