Chrome extension

Our Gmail Chrome Extension lets you work out of your Gmail account to add and manage ActiveCampaign contacts, add contacts to automations, apply tags, create notes, and manage and create deals. Instead of switching between tabs to make changes in your ActiveCampaign account as you communicate with contacts, you can perform many actions in ActiveCampaign from the sidebar.

In this article:

Take note

  • This extension only works with the Google Chrome browser
  • Lite, Plus, Professional, and Enterprise plans can use the Chrome extension to add and manage ActiveCampaign contacts from Gmail
  • Plus, Professional, and Enterprise plans can also use the Chrome extension to add/manage deals, access contact details from anywhere online, and track email opens

Installing the Chrome Extension

Visit the extension's listing in the Chrome Store.

Click “Add to Chrome.”

A confirmation modal will appear. Click "Add Extension."

You'll be redirected to a page asking for your ActiveCampaign account information. Enter your account URL, the email address you use to log into your ActiveCampaign account, and your ActiveCampaign account password.

Click Login. 

Navigate back to your Gmail account. You will see the ActiveCampaign logo by your URL bar.  

Clicking this will open a modal window.

Depending on your plan level, you'll be able to:

  • View and create tasks (Plus and above)
  • View and manage Deals (Plus and above)
  • Search for and create new contacts in ActiveCampaign (Lite and above)

Managing and adding contacts from Gmail

Users on Lite, Plus, Professional and Enterprise plans will be able to:

  • View the contact record of a contact who sent an email
  • Create a new contact in ActiveCampaign from Gmail
  • Edit contact information from Gmail
  • Add tags
  • Add/remove the contact from lists
  • View automations the contact entered
  • Add the contact to automations
  • Add a note
  • Delete the contact from ActiveCampaign
  • Add the contact to your Ignore list

Users on Plus, Professional, and Enterprise plans will be able to create and manage deals.

To view the contact record of an individual who sent you an email in Gmail:

1. Click the email they sent you in Gmail. This will open the Chrome extension in the right-hand sidebar. 

2. Click the horizontal line that appears above their name.

Their contact record will load in the sidebar. 

Depending on your plan level, you will be able to: 

  • Add tags 
  • Add the contact to lists 
  • View/edit field information 
  • View automations that the contact entered
  • Add the contact to automations
  • Add a note
  • Create and manage deals

Clicking the hamburger will let you:

  • Edit the contact in ActiveCampaign
  • Delete the contact from your ActiveCampaign account
  • Add the contact to your Ignore list

If the contact doesn't exist in your ActiveCampaign account, you can click the "Add new Contact" link to add them right from your Gmail account. 

Add or remove a contact from a list

Available on Lite, Plus, Professional, and Enterprise plans.

If a contact has been added to your ActiveCampaign account, you can add or remove that contact from a list right from your Gmail account.

To do so, click "Lists" then click the "Add" button located in the “Info” section.

This will display a list of your lists. Select whether you want to subscribe or unsubscribe the contact using the Status:

Click the list(s) you would like to add the contact to or remove the contact from then click “Save.”

Note that subscribing the contact will trigger any automations that run when “Subscribed to list.”

Add a contact to an automation

Available on Lite, Plus, Professional, and Enterprise plans.

If a contact has been added to your ActiveCampaign account, you can add that contact to an automation right from your Gmail account.

To do so, click the “+” symbol that appears to the right of the Automations section:

Select the automations you'd like to add the contact to. Click “Save.”

Create new deals

Available on Plus, Professional, and Enterprise plans.

If a contact has been added to your ActiveCampaign account, you can add and manage their deals from your Gmail account. This helps you consolidate communication, create tasks that will move the deal forward, and track the deal through the stages of your sales process.

With an email from the contact open, click the “+” button that appears next to the “Deals" section of the extension:

A modal window will appear to collect the information you have about the deal:

Click “Save” to add the deal record to your pipeline.

Manage deals

Available on Plus, Professional, and Enterprise plans.

After you've created the deal record, you're able to perform a variety of actions within Gmail.

You can move the deal to another pipeline stage by clicking the name of the stage. This will display a dropdown menu of your pipeline's stages. Select the stage you want to move them to.

You can mark the deal as Open, Won, or Lost by clicking the toggle:

To create a task associated with a deal, click “Add task” under the deal record. Enter the task information and click “Add.”

To add notes to a deal record, click “Add note,” enter the note into the text field that appears, and click “Add” to save it.

Access contact details anywhere

Available on Plus, Professional, and Enterprise plans.

You can select an email address from anywhere on the internet to display a contact's information. If they don't yet exist in your ActiveCampaign account, you can add them instantly.

Track email opens

Available on Plus, Professional, and Enterprise plans.

You can use the ActiveCampaign Google Chrome extension to track opens for your Gmail messages. All tracked emails will display the ActiveCampaign logo right in your inbox, and show you the number of times a particular email was opened.

  • Unread emails are white and display a zero
  • Read emails are blue and display the  number of times the contact opened your email

Untracked emails will not display the ActiveCampaign logo.

To see when a tracked email was opened by a contact, you'll need to navigate to that contact's profile page in your ActiveCampaign account and click the "Emails" tab located under "General Details."

To enable opens tracking, click the grey ActiveCampaign logo that appears at the bottom of your email composer:

Once the logo is clicked, opens tracking will be turned on:

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