Activecampaign Chrome Extension

How 7 Things Will Change The Way You Approach Activecampaign Chrome Extension

How 7 Things Will Change The Way You Approach Activecampaign Chrome Extension

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Active Campaign assists organisations understand their contacts and power their sales procedures. With an automated sales CRM you’ll fulfill your sales objectives faster while producing raving fans. The Active Project extension brings the power of Active Project’s marketing & sales automation to your Gmail inbox. Now, you’ll have the ability to work out of Gmail while seamlessly handling your marketing and sales processes.

A CRM THAT KEEPS UP TO DATE & ARRANGED As you qualify your leads and opportunities, you can develop a new deal record in Active Campaign. As the offer progresses, you can move it through the stages of your pipeline. As you collect extra info about the contact or opportunity you can include that details to their contact record.

THE DATA YOU REQUIRED, WHEN YOU NEED IT As you move through your inbox, you’ll have all your contact data at your fingertips, best next to the message you are typing. You’ll see your contact’s social media network profiles, any tags you have actually applied, customized field values, any automated processes they are currently included in, and open deal records related to them.

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When you learn what product a prospect is interested in, you can drop them into an automated follow-up series with targeted material and offers to move your sales procedure along quicker. If a contact schedules a visit, you can drop them into an automation that instantly reminds them one hour before and follows-up with them after to see if they have any extra concerns.

DISCOVER MORE Discover More about Active Campaign’s CRM performance at: ASSISTANCE If you have a tip or issue, please see and send us a message: We’ll respond quickly. Please note that the Active Campaign for Chrome extension is supported by timeless Gmail, however some functions might not deal with the brand-new 2018 Gmail.

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The Active Campaign Chrome extension brings your Active Project account straight to your Gmail inbox. With this browser extension, you can do the following without ever leaving your email: Develop and manage contacts (all strategy levels) View a list of automations that a contact has gone into (all strategy levels) View list subscription status (all strategy levels) Apply tags to contacts (all plan levels) Develop notes (all strategy levels) Create and handle offers (Plus, Professional, and Enterprise plans) Develop and designate tasks (Plus, Professional, and Business plans) Track e-mail opens (Plus, Professional, and Enterprise strategies) Using this extension will conserve you time from switching back and forth in between windows and tabs and will appear a contact’s record and/or deal info in a side panel when you open an email from them.

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While the Active Project Chrome Extension and linking your IMAP/Exchange e-mail account to Offers might have very comparable performances, they likewise have a few essential distinctions. This can cause some confusion when choosing which feature to use and what to anticipate when either or both are allowed. In this post, we’ll specify both features, discuss what each feature does, and lay out the differences between the 2.

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For accounts on Plus plan and up, you can likewise handle deals from Gmail, track opens for e-mails sent out within Gmail, and include contacts to your account from anywhere on the web. Find out more about this feature and how to set it up here . The functionalities opened in this function depend upon what plan level you have: Performances Lite Plus Specialist Enterprise Develop and handle contacts from Gmail Yes Yes Yes Yes Develop and manage contacts from anywhere online No Yes Yes Yes Erase contacts in Active Project from Gmail Yes Yes Yes Yes Add tags to contacts Yes Yes Yes Yes Update custom field information from Gmail Yes Yes Yes Yes Add a note to a contact from Gmail Yes Yes Yes Yes Add contact to an automation from Gmail Yes Yes Yes Yes Create and manage tasks from Gmail No Yes Yes Yes Create new offers No Yes Yes Yes Track e-mail opens for messages sent out from Gmail * No Yes Yes Yes * When open tracking is enabled, the contact will be included to your account if they do not yet exist and the message will be synced to their contact profile page; any replies gotten from your contact will not be synced.

Connecting your IMAP/Exchange email account under My Settings > Deals When you link your IMAP or Exchange email account under My Settings > Offers, all sent one-to-one e-mails will be noted on the contact profile page if that contact has a deal with an open status. Replies and other e-mails sent out from the contact to the linked account will also be synced in Active Campaign.

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Find out more about this function and how to set it up here . Noted below are more benefits to using this feature: One-to-one e-mails associated with an open deal for a contact will be listed in their activity stream All received emails, consisting of replies from your contacts to your linked e-mail account will also be listed in the activity stream Emails can be sent out either from the Active Project user interface or your connected email account Opens are immediately tracked, allowing you to set off an automation to run when a contact opens to your email.

All sent out emails and replies are combined into the activity stream for that contact, making it viewable to all account users.

If you’re like me, you probably invest a lot of time online, searching the web, researching, and being in your Gmail inbox. Now, picture if you might see all your pertinent lead details right from the webpage you’re on. That suggests costs less time going back and forth between your Active Project control panel and your Gmail inbox, or the site you’re on, and more time engaging with your leads.

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