Do you spend a lot of time browsing the web, doing research, and sitting in your Gmail inbox? If you are, you need to know how powerful the ActiveCampaign Chrome Extension tool is. Because the webpage you are on already contains all the necessary lead information you need. This method of managing contacts that are already in your Gmail account can help you save time.
You may view and manage contact, deal, and account information without leaving your email using this browser extension. This article will demonstrate how to set up the ActiveCampaign Chrome extension and other relevant stuff.
What Is the ActiveCampaign Chrome Extension?
It is a tool for lead generation, lead management, and follow-up for finding more resources inside the articles, which enables you to access and communicate with your contacts straight from your browser. You can manage deals from Gmail, track openings for emails sent from Gmail, and add contacts to your account from anywhere on the internet.
ActiveCampaign Chrome Extension
You can smoothly manage your CRM’s (Customer Relationship Management) pipeline processes, contact data, and automation using the ActiveCampaign Chrome extension without switching tabs.
CXA in your Gmail inbox
Have access to all of your crucial information, including your contact records, custom field values, any ongoing automated processes, and open deal records.
ActiveCampaign Features (Chrome Extension)
Contact Lookup and Additions
You will see a sidebar with all of your contacts’ information whenever you are drafting an email. This will enable you to handle any newly acquired contact information and send more pertinent communications. Better open rates, greater sales, and even more customer trust result.
Email Open Tracking
Using this plugin the email’s open time will be added to your contact’s activity stream. That will make it easier to organize your email campaigns, so you can choose the best course of action.
Easy Contact Automation
Do you need to leave Chrome to add contacts to automation? No, no more.
Imagine you have an automation sequence that demonstrates to subscribers some quick changes they can make to their website to increase conversions. They can be added to that sequence with just one click.
In addition to including contacts in automation sequences, you can instantly build a new deal.
Create a Deal
Right from your Gmail inbox or Chrome browser bar, you can use the ActiveCampaign Chrome extension to create a deal for any contact or account by following these steps:
Create a Deal from your Gmail account
- Open the Gmail inbox.
- Open any email correspondence that exists between you and the contact you want to add a deal. On the right side panel, the extension will load.
- In the top right corner of the side panel, click the plus sign (+).
- Select “add a deal” from the available choices.
- A new panel called “add a deal” will appear. To establish a deal, fill out the fields marked with a red asterisk (*) that are necessary.
- Then, fill out the remaining fields if you have the necessary data. If you do not have any other facts; you can always change them later.
- Press the “add” button on the form’s bottom when done.
- It will appear in the Chrome extension’s side panel from the Contact view or Account view, where you may later access and change details.
Create a Deal from the browser bar
- Click the ActiveCampaign logo in your browser bar.
- It will launch a modal window. In this window’s header, click the (+) button.
- Decide to “add a deal”.
- To create the deal, fill out the fields marked with a red asterisk (*) in the Deal form. You must omit any special characters, such as commas, from the value field.
- Press the “add” button on the form’s bottom when done. A confirmation message will appear in the modal window.
View and Edit Deals
On the search page for the extension, you may also look for Deals there.
- Open your Gmail inbox.
- Look for and open any emails from contacts that you want to include a note in. On the right-side panel, the extension will load.
- On the contact or account page of the side panel, click the deal view.
- The side panel will refresh and show the most recent deal information for the contact or account, which you may examine and modify. Data on the deal will include.
- Click the field you want to change, type the new information, or choose it from a dropdown menu to amend anything on the deal.
- To return to the Deal detail page, click the back arrow in the header.
Send Personalized Emails
ActiveCampaign accounts allow personalizing tags and saving responses to insert information about the contact you are emailing phrases and messages.
It contains contact, deal, and account standard and unique fields. Then, you can add these tags to your emails to provide dynamic content and give your contacts individualized, human experiences.
Personalize emails sent from Gmail
- Launch your Gmail account’s email composer.
- Click the “saved responses” icon located next to the ActiveCampaign logo.
- Select “personalization tags” from the menu.
- Look for the personalization tag and select the one you want to add to your email.
Note: Personalization tags in your ActiveCampaign account will be purple and feature an emblem of a lightning bolt.
- If the contact does not have a personalization tag in your ActiveCampaign account will be highlighted in red with an alert icon.
Create a Task
Just as you can use the ActiveCampaign Chrome Extension to create deals, you can also use it to create tasks in your Gmail account.
Create a task from your Gmail account
- Open your Gmail inbox.
- Find and open any emails from contacts you want to add a note to. On the right-side panel, the extension will load.
- In the top right corner of the side panel, click the plus sign (+). Choose “add a task” from the menu of choices.
- A panel titled “add a task” will appear. Type the task’s title and a brief description in the space provided.
- Set the task’s due date and time using the date and time dropdown columns.
- Using the “assigned to” dropdown field. Then you can allocate the job to any team member.
- To choose the task type, use the “task type” menu. You can select a custom task type that you generated or any default options that come with your account.
- You can designate a task as completed using the status dropdown. The default state when starting a new task will be “incomplete.”
- To link a task with a contact or a deal, use the “task relation” menu. Keep in mind that only “contact” will be listed in this selection if the contact does not yet have a deal.
- Press the “add” button on the form’s bottom when done.
- From the contact view in the side panel, you may get to the task you made. Anytime you want, you can examine and modify details.
Create a task from the browser bar
- Click the ActiveCampaign logo in your browser bar.
- It will launch a modal window. In this window’s header, click the (+) button.
- Select “add a task”.
- The task form’s fields must be filled out.
- Press the “add” button on the form’s bottom when done. A confirmation message will appear in the modal window.
Some Benefits of ActiveCampaign Chrome Extension
When you are browsing the web, this plugin is useful. With just a few clicks, you can add these facts directly to their profile.
Regardless of whether you are contacting someone for the first time or running across a new lead while using Chrome, you may add contacts to your account with just one click.
No more waiting for a follow-up or reminder email to be sent.
FAQs
What if My Chrome Extension Doesn’t Load?
Check for the following possible issues:
1. Clear Browser Cache and Cookies: The ActiveCampaign platform on your browser may occasionally perform differently depending on the data stored in your cache and cookies. You can resolve the problem by deleting the cookies and cache from your browser.
2. Turn Off Browser Extensions: You can identify the extension that is obstructing your work by turning off each one at a time.
3. Remove Then Reinstall the Chrome Extension: Try uninstalling the Chrome extension and then installing it again. An extension may occasionally be uninstalled and then reinstalled to resolve a problem.
Does ActiveCampaign Chrome Extension Integrate With Gmail?
Yes. By doing this, email correspondence with and to contacts in your ActiveCampaign account is synced automatically.
How to Exclude Gmail Addresses From Syncing in the Activecampaign Chrome Extension?
- In your browser’s address bar, open the ActiveCampaign Chrome Extension popover.
- Select the gear icon next to Settings.
- Open up the section for managing emails. There is an input section where you must add the emails that ActiveCampaign should not track.
Wrap-Up
As already mentioned, the ActiveCampaign Chrome extension is a helpful tool since it has some incredible benefits that help you save time, like integrating your Gmail account, publishing and sending customized emails, searching and filtering capabilities, adding new contacts and deals, and adapting to other tools and platforms. If this article helps you do not forget to leave a comment. Also, if you have any questions about ActiveCampaign Chrome, you can ask. Thanks for reading!
