integration of activecampaign and hyperteam crm
TRANSCRIPT
![Page 1: Integration of ActiveCampaign and HyperTeam CRM](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/1.jpg)
HyperTeam CRM &
ActiveCampaign Integration
![Page 2: Integration of ActiveCampaign and HyperTeam CRM](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/2.jpg)
www.sharepoint-florida.comWhat is ActiveCampaign?
![Page 3: Integration of ActiveCampaign and HyperTeam CRM](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/3.jpg)
www.sharepoint-florida.comWhy Use ActiveCampaign?
![Page 4: Integration of ActiveCampaign and HyperTeam CRM](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/4.jpg)
www.sharepoint-florida.comWhy Use ActiveCampaign?
![Page 5: Integration of ActiveCampaign and HyperTeam CRM](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/5.jpg)
www.sharepoint-florida.comWhy Use ActiveCampaign?
![Page 6: Integration of ActiveCampaign and HyperTeam CRM](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/6.jpg)
www.sharepoint-florida.comHyperTeam CRM & ActiveCampaign Integration
Contact information is automatically integrated in 2 ways
![Page 7: Integration of ActiveCampaign and HyperTeam CRM](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/7.jpg)
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](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/8.jpg)
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](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/9.jpg)
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](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/10.jpg)
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](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/11.jpg)
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](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/12.jpg)
www.sharepoint-florida.comTag Integration
These tags will then also appear in
your CRM system
![Page 13: Integration of ActiveCampaign and HyperTeam CRM](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/13.jpg)
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](https://reader031.vdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a5/html5/thumbnails/14.jpg)