Chrome extension

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 discuss:

Installing the Chrome Extension

You'll need to be using the Chrome browser

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 where you can view and add tasks, create a new deal, and search for/add new contacts.

When you open an email message, you will see the Chrome extension in the right sidebar.

If you receive an email from an individual who is a contact in your ActiveCampaign account, you will be able to view and manage their contact record right from your Gmail account. To do so click the horizontal line that appears above their name.

Their contact record will load in the sidebar. From here you can:

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

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.

Create new deals

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

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.

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.”

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.”

Access contact details anywhere

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

The Chrome extension allows you to track when the Gmail messages you send to contacts are opened. You can view when a contact opened your message in your ActiveCampaign account.

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

When opens tracking is enabled, the logo will turn blue.

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