deals feature

ActiveCampaign Deals: Automate Your Pipeline

It’s raining new tools! First up, ActiveCampaign Deals.

This tool was designed to help manage the Deals within ActiveCampaign, and gives you the platform to find, update and copy information between the contact record and the Deal record.

Let’s start with what a Deal actually is. Deals are considered to be the contacts that are qualified leads that have a strong sale opportunity. Deals is a separate CRM that tracks these qualified leads as they become sales.

Now – just like your main CRM, automation can come into play to not only save you time, but also improve your chances of converting more leads.

With the new PlusThis Deals tool, you can automate and manage your Deals CRM to be sure that the Stage and Status are up to date, and the contact’s information can be found within the Deals record.

Let’s go through an example of how you’d configure the Deals tool. Whether it be creating a new deal and updating it after the first contact is made, or if it’s been a while since they responded, the Deals tool can definitely speed up the automation within your campaign.

Step 1: Search the toolkit for Deals

The tool is ActiveCampaign specific, but it is simply called Deals within the toolkit.

Step 2: Select a Pipeline

Select a previous created Pipeline to locate the Deal you’re looking to configure. This dropdown is to easily locate the Deal.

Step 3: Choose the Deal

Once the Pipeline is selected, determine which Deal you’d like to update – including an option for the most recently created deal or the option to search for a specific Deal based on Owner, Title or Stage.

Step 4: Update the Deal

When the Deal is found, the tool gives you the option to update the Stage or Status of the Deal directly within configuration.

Step 5: Set a field on the Deal or Contact Record

The last portion of the tool is focused on the information between the Deal and Contact Record.

In the dropdown, there is the option to copy information from the Contact record to the Deal record, or you can enter your own information directly onto the Deal record.

Contact Record to Deal Record
Enter your own text onto the Deal Record

Now you can add or copy as much or as little information as you’d like, then continue on to save the tool to your toolkit.

Step 6: Apply a Deals automation

When the tool is saved, you will receive a URL to place into a Webhook action within your campaign – when you want the Deal to be triggered.

Let’s say you want to update the Deal record when a lead becomes a qualified lead by watching one of your videos.

We’ll set up a simple ActiveCampaign automation, and place a webhook in the sequence following the video tag, and have the tool run only if the contact has successfully watched the video.

Check out the demo below for a more in depth run through of this example.

Just another simple, effective PlusThis tool coming in to save the day. Check out Deals in your PlusThis toolkit now, it’s live!

See the tool in action

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Tool Update: Calendly Connection

Time for another tool update!

This time, our team focused on the Calendly integration – specifically Calendly Connection – and making improvements to the tool by listening to what our users were looking for.

Here’s what’s new:

  • Authentication is now handled via OAuth
    • no more copy and pasting API keys
  • Now requires an Admin or Owner Calendly Account
    • Allows one integration to create tools for every singular
      event for an entire organization
    • No more duplicate events for each employee entry
  • Custom Question responses can now be saved to the contact record
    • Once the Custom Questions are set up in the Calendly event,
      a panel will appear in tool configuration to manage where
      the responses will be saved

A few updates that will minorly change your tool integration process, but majorly affect the automation of the Calendly Connection tool.

Let’s check out the differences in the tool configuration.

How it works:

Set It Up

Begin by creating your event in Calendly with the appropriate settings and questions included. Previously, PlusThis did not have a section to track and save custom question responses. Now – we do. These questions can vary, and are saved to a specific field within your contact records.

An example of a few custom questions that PlusThis can automatically save may look like this:

Re-Authorize Your Integration

Once your event is created – and ready to be automated – it’s time to head over to PlusThis. When creating a new Calendly Connection tool, you will be prompted to re-authorize your integration with Calendly in order to manage the appropriate Admin account.

Manage Custom Question Responses

After your account is updated, you will continue on to configure the tool very similar to before – only now there is a panel for you to decipher where to save the custom question responses within the contact record.

Those are the key differences in the configuration that you will notice when setting up your Calendly Connection tool.

If you have any questions or concerns regarding setting up tools, please don’t hesitate to reach out to us. PlusThis is happy to help, and we want to be sure that our tools are being as useful as possible.

WebhookCatcher Blog Cover

New Tool: Webhook Catcher

Another new tool? Yep!

We know how frustrating, time-consuming, and annoying manually entering contact information from one platform to another can be. But, we also know how important it is to keep all your contacts information in one place.

We heard you guys when you asked for a way to implement automation when transferring data from third party platforms. That’s why we created our new tool Webhook Catcher.

Webhooks are naturally a little techy, so you may need help from your developer for creating the webhooks that will be sent to our servers for this tool. However, I am going to try my best to simply explain what this tool does, what’s needed from you, and the effect it can have on your time and business. Let’s keep going!

Let’s say that you’re using a third-party point of sale system to run your Gift Shop business. The POS system runs your transactions and stores all your customer’s information in their own database, ready for you to manually transfer the daily transactions data into your CRM platform. Tedious, right?

Well, applications generate webhooks that contain valuable information and allow for messages and information to be sent to other apps. In this instance, the POS system fires off a webhook containing the data for daily transactions made at your store.

Here’s where PlusThis’ new tool comes into play. Webhook Catcher catches that webhook and transfers the related customer information to your CRM platform. I know, very technical. Still with me?

Good! Now, let’s go through what information you’ll need to provide to set the tool up to transfer the appropriate information, and connect the right fields.

Here’s How It Works

Input Contact Information

In this section, you’ll pick a field to identify your contacts by that’s shared by your CRM (Keap/Activecampaign) and the platform you want to “catch” the information from. This will sync the information with the correct contact.

We recommend using your contacts email address, as it is the most common information shared, and effectively distinguishes who is a contact in your CRM.

The next field is a bit technical. This is going to be the webhook key that is included in the extended party’s webhook for the contact identifier. So for this example, the webhook that contains the data for the contacts email address may look like “webhook{key}contact.email”

You’ll notice the toggle below this information is on by default. This asks if you’d like us to create a contact if there’s no contact record found in your CRM.

Add Field Maps

Next, you’ll indicate the webhook key and related contact field you want to be transferred to your CRM. This can be fields such as payment, date, number of transactions, etc.

You are able to add as many as you’d like, but be sure that the webhook key and the contact field are aligned.

For this scenario, say you’d like to transfer the amount paid per customer transaction into your CRM records. The contact field we would select is Payment, and then we would input the correct webhook data key associated with the payment data records.

Apply Tag To Contact

If you’d like to, we included the option to add a tag to contacts when this tool is run.

For this example, you might tag the customer as “purchased.”

Input Tool URL Into Your Third Party Platform

Once you’ve named the tool and saved the configuration, you’ll receive a Tool URL. Typically, the URL is pasted into an HTTP Post within your campaign, but this tool operates a little differently.

Instead, you will input the URL received into the third-party platform when prompted to allow for the tool to catch the configured webhooks and data.

For this example, the Point Of Sale software is where you would input the Tool URL when asked where you’d prefer to have the predetermined webhooks sent.

This will activate the tool between the two entities, and efficiently transfer the information you configured in the tool to simplify and organize the data transfer process.

Phew! I know this was a lot of technical information, but the difference that this tool can make in your business, your schedule, and your sanity makes the technicalities important to understand.

I’ve created a demonstration video to give you some more background and a visual representation of Webhook Catcher. Check it out!

Demo Videos