For small businesses that run email marketing and sales in ActiveCampaign: contacts are recognised when they call, created from 3CX when needed, and every call or chat is added to their history.
Highlights
- ActiveCampaign record shown before you answer
- Search from the 3CX dialler and contacts
- New contacts created from the 3CX client
- Calls, chats and texts in the contact history
- 3CX AI analysis added when enabled
ActiveCampaign combines email marketing, automation and a sales CRM. Marketing can see who opens campaigns and clicks links, but phone conversations stay out of view until someone logs them.
Our native template closes that loop. When a contact calls after receiving an offer, the rep sees their ActiveCampaign record before answering and can greet them knowing their history. A first-time caller can be added as a contact straight from the 3CX client. When the call ends, the conversation is logged on the contact, so marketing and sales work from the same history.
You upload the template to your 3CX and it talks directly to the ActiveCampaign API. There is no service to host.
- Lookup by phone number or email, with the record displayed
- Search from the 3CX dialler and contacts page
- Contact creation from the 3CX client
- Calls, chats and texts logged, with 3CX AI analysis when enabled
Frequently asked questions
What do you need to connect?
The API URL and API key from your ActiveCampaign account. You also need 3CX V20 Pro or AI with CRM integration enabled.
Is the new contact created in ActiveCampaign or in 3CX?
In ActiveCampaign. It is created from the 3CX client, but the record lives in your CRM.
