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ActiveCampaign and
OnePageCRM
Integration - initial setup
First Steps
1. Login to your OnePageCRM account:
app.onepagecrm.com
(if you don’t have an account yet sign up
for free tri...
Import contacts from OnePageCRM
1. Select Contacts
2. Click Import Contacts
Import contacts from OnePageCRM
1. Select OnePageCRM icon
2. Click Next
3. Click “Approve” connect OnePageCRM with Active ...
Import contacts from OnePageCRM
1. Decide if contacts are
imported automatically in the
future as they are added to
OnePag...
Import contacts from OnePageCRM
1. All contact are now
imported into your Active
Campaign account.
Note that it may take s...
Import contacts from OnePageCRM
1. You will notice following data pulled
from OnePageCRM
○ First Name / Last Name
○ Backgr...
Thank You
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Active campaign setup

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OnePageCRM converts leads to customers fast. It does it in a beautiful user experience on one, simple, dashboard.

Start your Marketing Automation with OnePageCRM and Active Campaign. Check how to set up connection between these two amazing applications and start Nurturing Leads automatically as they are added to the CRM system.

Check out other SlideShares for setting up different Nurturing scenarios

Published in: Business, Technology
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Active campaign setup

  1. 1. ActiveCampaign and OnePageCRM Integration - initial setup
  2. 2. First Steps 1. Login to your OnePageCRM account: app.onepagecrm.com (if you don’t have an account yet sign up for free trial here: www.onepagecrm.com) 2. Login to your Active Campaign Account
  3. 3. Import contacts from OnePageCRM 1. Select Contacts 2. Click Import Contacts
  4. 4. Import contacts from OnePageCRM 1. Select OnePageCRM icon 2. Click Next 3. Click “Approve” connect OnePageCRM with Active Campaign 4. Select Destination List
  5. 5. Import contacts from OnePageCRM 1. Decide if contacts are imported automatically in the future as they are added to OnePageCRM (perfect for marketing automation) or they are imported just once. 2. If you have an advanced filter saved in OnePageCRM you can apply it to the contacts you are importing
  6. 6. Import contacts from OnePageCRM 1. All contact are now imported into your Active Campaign account. Note that it may take some time for all the contacts to be added if you have a large number of contacts in OnePageCRM
  7. 7. Import contacts from OnePageCRM 1. You will notice following data pulled from OnePageCRM ○ First Name / Last Name ○ Background ○ Lead Source ○ Physical Address ○ Status ○ Tags ○ Phone All these fields will be updated upon a change in OnePageCRM. Contacts are updated every 30 minutes
  8. 8. Thank You

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