Tutorial Articles – Third Party Services
Dive Deeper Into ActiveCampaign (4/4) – How to use Deals
As a little bonus, I'll walk you through a scenario of what you might do next after you have a call with someone. Below I clicked "Add a deal" and added myself as a prospect in the "To Contact" column. This is where we want to put people when they book a call.If I...
Dive Deeper Into ActiveCampaign (3/4) – Creating an Automation
For creating a deal, we'll just create a new automation from scratch. If you want a more complex setup that moves prospects along through various stages of the deal based on booking a series of calls, ActiveCampaign has a pre-made "recipe" for that. But that was...
Dive Deeper Into ActiveCampaign (2/4) – Setting up your “Deals”
The first thing you'll need to do is define your "Deal" how you want it to work in your business. Keep in mind, the Deals feature is only available for the Plus plan and above. If you haven't already created a deal, I'll quickly walk you through the steps. You'll find...
Dive Deeper Into ActiveCampaign (1/4) – Set up Automations in ActiveCampaign
Now we need to create an Automation in Active Campaign so that things will happen when a contact gets the tag we specified. We're going to need 2 automations: one for sending messages to the person who books a call to remind them about the call so they show up and are...
How to Connect ActiveCampaign To Calendly Using Zapier (part 2 of 2)
If you have multiple team members in your Calendly account who people can book calls with, the built-in integration in Active Campaign won't work, at least not yet. So you'll need to use Zapier for that. There may be other cases where you'd prefer to use...
How to Connect Active Campaign to Calendly (pt 1 of 2)
This is the first of 2 multipart tutorial series that will explain how to properly setup a few essential tools you can use to automate important parts of your business like lead managment, email campaigns and scheduling calls with potential clients.In part 1 of the...
Third Party Services – Connecting to Podio Via Zapier
Third Party Services are great tools that can help you grow and manage your business. However connecting the forms on your website to these Third Party Services can be a bit tricky. As we currently do not have a way to directly connect Podio to your forms, we're going...
Third Party Services – ActiveCampaign
Third Party Services are great tools that can help you grow and manage your business. However connecting the forms on your website to these Third Party Services can be a bit tricky. So to help you, we're going to show you in a few simple steps how you can connect to...
Third Party Services – Zapier
Third Party Services are great tools that can help you grow and manage your business. However connecting the forms on your website to these Third Party Services can be a bit tricky. So to help you, we're going to show you in a few simple steps how you can connect to...
Third Party Services – MailChimp
Email marketing can be an amazing tool to help gain more clients. However connecting the forms on your website to a 3rd party email marketing tool can be a bit tricky. So to help you, in the series of tutorials called Third Party Services, we're going to show you how...