Tutorial Articles – Third Party Services

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...

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...

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...

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...

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...

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...