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CRM & sales

ActiveCampaign

Add ActiveCampaign to your phone agent. Look up and update contacts, deals and automations during the call.

Connect ActiveCampaign and your agent can work with the contacts and deals you already manage. While a caller is on the line, it can find a contact, add a note, create a follow-up task, or enroll them in an automation. After the call, the same records are ready for your team in ActiveCampaign. Connect your account from the AgentCalls dashboard using your own credentials, and the agent will use the tools you allow.

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What your agent can do with ActiveCampaign

  • Look up a contact by email or phone during the call
  • Add notes and follow-up tasks to a contact after the conversation
  • Create new contacts with name, company and tags from a caller's details
  • Add a contact to an automation, such as a welcome or reminder sequence
  • Add a secondary contact to an existing deal

ActiveCampaign exposes 298 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question from an existing client

  1. Caller

    Hi, this is Dana Whitfield. I'm calling about my renewal invoice.

  2. Agent

    Hello Dana, I can see your account. Your renewal is due on the 14th. Would you like me to add a note asking the billing team to call you back?

  3. Caller

    Yes please, and tell them I'd prefer afternoons.

  4. Agent

    Done. I've added the note and a callback task for tomorrow afternoon.

New lead books a demo

  1. Caller

    I saw your ad and wanted to know more about the platform.

  2. Agent

    Happy to help. May I take your name and email so we can send you the details?

  3. Caller

    Marcus O'Neill, marcus@brightlanefitness.co.uk.

  4. Agent

    Thanks Marcus. I've created your contact, tagged it as a website lead, and enrolled you in our welcome sequence. You'll get the first email within the hour.

Outbound follow-up on a deal

  1. Agent

    Hello, may I speak with Priya Raman? I'm calling about the proposal for Halden Logistics.

  2. Caller

    Speaking. We're still reviewing it with our finance lead.

  3. Agent

    Understood. I'll add Ahmed Saleh from finance as a secondary contact on the deal so he gets the updates.

  4. Caller

    That works. Thank you.

How to connect ActiveCampaign

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect ActiveCampaign

    From Integrations in the dashboard, choose ActiveCampaign and enter the connection details from your ActiveCampaign account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the ActiveCampaign actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with ActiveCampaign during the call or after it?

Both. Your agent can look up and update records while the caller is on the line, and it can add notes or tasks once the call ends.

What do I need to connect ActiveCampaign?

An ActiveCampaign account with your own sign-in credentials. Add them in the AgentCalls dashboard under Integrations, then choose which actions your agent may use.

Which plan includes this integration?

Integrations are included from the Growth plan onward.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with ActiveCampaign.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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