Our Gmail Chrome Extension allows you to work out of your Gmail account. Rather than 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. You can create and manage deals, add and manage contacts, start and stop automations, apply tags, create tasks, and more.
In this article we'll cover how to install and use the Chrome extension.
Installing the Chrome Extension:
You'll need to be using the Chrome browser.
Visit the extension's listing in the Chrome Store.
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. If you successfully logged in, you'll see a “Currently connected” confirmation message.
Navigate back to your Gmail account. Open an email message. In the sidebar, you should see the extension:
Creating a contact from Gmail:
If you receive an email from an address that is not already in your ActiveCampaign account, you'll be given the option to add the email address as a contact. After adding them as a contact, you'll be able to add them to lists, start automations, create deal records, and more.
With a message from the contact open, click “+ Add New Contact.” The extension will reload and you'll be able to add information to the contact such as their organization, apply tags, and fill in custom field data.
To view the contact in ActiveCampaign or delete the contact record, click the hamburger menu that appears in the top-right hand corner of the extension:
Creating a deal record so you can manage an opportunity in the Deals CRM:
After you've added the contact to your ActiveCampaign account, you can create a deal record so that you can 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.
Managing a deal:
After you've create 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.
Add or remove a contact from a list:
Under the “Info” section, click “Lists” then click the “Add” button:
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.”
To add a contact to an automation:
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.”