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ActiveCampaign + Toky

Add contact notes in ActiveCampaign for every new Toky calls

  1. When this happens

    Step 1: New Call

  2. Then do this

    Step 2: Find Contact

  3. Then do this

    Step 3: Add Contact Note

Add Toky calls as contact notes in ActiveCampaign so your agents will always have every contact with your customers in one place. This Toky-ActiveCampaign integration will keep your ActiveCampaign contacts history with data for every inbound or outbound call made.

Note: The customer's phone number must exist in Toky's Directory. A previous synchronization is recommended.

How this Toky- ActiveCampaign integration works

  1. A call is made or received in Toky and the phone number exists in Toky's Directory
  2. ActiveCampaign finds the contact Id using the email address associated to the customer in Toky's Directory.
  3. ActiveCampaigns add a Note with calls data with the Contact Id

Apps involved

  • Toky
  • ActiveCampaign

Supported triggers and actions

What does this mean?
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About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses better engage customers. Access pre-built automations that combine email marketing, marketing automation, CRM, & machine learning for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn More

Related categories

Marketing Automation

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About Toky

Toky is a cloud telephony service that helps you to start your business call center, make and receive calls, send SMS and much more.
Learn More

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