Active Campaign for Zoho Desk

Key Points

1. Easy-access
Access Active Campaign Contacts, Organisations.
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2. Increase opportunities
Create a New opportunity from a ticket.
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3. Grow your contacts
Create a New contact from a ticket.
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4. Auto-mapping
Default contact mapping.
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Install Now

Step 1

Setting Up

1. Choose Department

2. Choose the Profile to access

3. Agree Terms and conditions

4. Click Install

Step 2

Authorize Zoho Desk Service

1. API key : A support agent can get the API key from the Insightly portal.
1.1 Click your profile from the top right drop down menu.
1.2 Select “User settings”
1.3 Go to API Key.
1.4 Copy the API key
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2. Paste it into the Active Campaign app and it is good to go.

Step 3

Access Active Campaign contacts

1. Access Active Campaign contacts, organisations in Zoho Desk ticket view.

Step 4

Add Contact Button

1. Click Add Data button a new contact form, from a Zoho Desk ticket view.

Step 5

Add Contact

1. Create a new contact from a Zoho Desk ticket view.
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2. If have data, auto added to contact form.

3. Click submit button, to save Active Campaign people.