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HyperTeam CRM & ActiveCampaign Integration

Integration of ActiveCampaign and HyperTeam CRM

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Page 1: Integration of ActiveCampaign and HyperTeam CRM

HyperTeam CRM &

ActiveCampaign Integration

Page 2: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.comWhat is ActiveCampaign?

Page 3: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.comWhy Use ActiveCampaign?

Page 4: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.comWhy Use ActiveCampaign?

Page 5: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.comWhy Use ActiveCampaign?

Page 6: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.comHyperTeam CRM & ActiveCampaign Integration

Contact information is automatically integrated in 2 ways

Page 7: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.com1. By Adding a Contact to HyperTeam CRM

Add a new contact in

your CRM by clicking

on the + icon

Then just quickly fill in the fields with your

contact’s information

Page 8: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.com1. By Adding a Contact to HyperTeam CRM

Your CRM contact is then successfully synchronized with your

ActiveCampaign contact list in real time!

Page 9: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.com2. By Adding a Contact to ActiveCampaign

Or upload your contact’s information

to your ActiveCampaign account

Page 10: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.com2. By Adding a Contact to ActiveCampaign

You will then find your contact’s details saved in

your CRM

Page 11: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.comTag Integration

You can find the tags associated with

each contact in your

ActiveCampaign account

Page 12: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.comTag Integration

These tags will then also appear in

your CRM system

Page 13: Integration of ActiveCampaign and HyperTeam CRM

www.sharepoint-florida.comFusion of Two Systems

Contacts are automatically synchronized between the two

systems

An easy way to manage your contacts and marketing

efforts

All modifications and tags are automatically saved in both

systems in real time

You can connect more than one ActiveCampaign account

to your CRM system

You can connect more than one CRM account to your ActiveCampaign system

Maintain a two-way connection between both

systems

Page 14: Integration of ActiveCampaign and HyperTeam CRM