Start your free trial
English (United States) Español Français

How to link Ringover with ActiveCampaign?

  • Updated

ActiveCampaign’s CRM allows you to track contacts, organize business opportunities in customizable pipelines, automate routine tasks, and centralize all prospect and client interactions. In this guide, you’ll learn how to obtain your API credentials from ActiveCampaign, activate the integration within Ringover, and prepare your account for automated contact and call syncing.

Prerequisites

  • You must have an active Ringover Business plan to use this integration.
  • The integration setup must be performed by an administrator or technical account in Ringover.
  • You must log in with an administrator account in ActiveCampaign to access API keys.

Link ActiveCampaign CRM integration with Ringover

1. Retrieve your API credentials from ActiveCampaign

Locate your environment URL and API key inside ActiveCampaign to prepare for the integration link.

  1. Log in to your ActiveCampaign account.
  2. Click on Settings in the navigation menu.
  3. Select the Developer tab.
  4. Copy your URL and API Key.

2. Activate the integration in Ringover

Connect your ActiveCampaign environment to Ringover to complete the initial link.

  1. Go to your Integrations page on the Ringover Dashboard.
  2. Search for ActiveCampaign and click on the integration card.
  3. Enter the URL and API Key from your ActiveCampaign environment.
  4. Click on Activate.

3. Configure your ActiveCampaign integration in Ringover

Tailor call logging, contact syncing, and workflow settings according to your business needs.

  1. Manage call types: Specify exactly which types of calls (inbound, outbound, missed) should be logged.

  2. Include recordings in call logs: Activate this option to add calls between team members to the call log.

  3. Restrict access to recordings: Choose to add recordings to the call history and restrict access to them if necessary.

  4. Select the phone numbers.

  5. Select the SMS messaging numbers.

  6. Manage users by linking users with an account.

  7. Assign missed IVR calls to an user.

  8. Log internal calls : Activate this option if you want to log calls between Ringover agents.

  1. Empower Insights: Add Empower transcriptions and summaries directly to the call history. A summary and a link to the full transcription will appear in the activity card's comments section.

  2. Activate or deactivate the option to include scenario name for incoming IVR calls logs.
  3. Logs display language: Select the language that you want your logs to be displayed in.
  4. Statuts of created task: display the status of your tasks (completed or missed).
  5. Log Whatsapp messages: sync your whatsapp messages in your integration. 
  6. Create contact for calls
  7. Create contact for SMS messages
  8. Create contact for whatsapp messages

  1. Contact Synchronization (v4).

  2. Sync contacts on a call-by-call basis : Activate this to extract contact details from your CRM and store them in your Ringover account only when you make or receive a call from that specific contact.

  3. Display Contact Info: Choose to display a contact's information during a call. Their details will only be saved in Ringover if the "sync call-by-call basis" option is activated.

🎉 You now know how to link your ActiveCampaign CRM with Ringover and can start centralizing prospect interactions directly within your sales pipelines!