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ActiveCampaign CRM (Sales Automation, Pipelines, Deals, Calendly Integration)

1.6K viewsΒ· 13 likesΒ· 20:44Β· Feb 19, 2024

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πŸ‘‰ Create your ActiveCampaign account https://try.activecampaign.com/learnwithrobbin?sid=YouTubeACSubTutorials In this video we're going to look at ActiveCampaign's sales tools, like the pipeline and Deals features. In this tutorial, I'll show you how to build a pipeline, connect a scheduling tool like Calendly for booking calls, and automate creating deals in ActiveCampaign. To start a free 14-day trial with ActiveCampaign, go to https://try.activecampaign.com/learnwithrobbin?sid=YouTubeACSubTutorials. Using my link helps me out at no extra cost to you. I get a referral fee from ActiveCampaign, which lets me keep making these videos for free instead of charging for a course. Thank YOU! Watch my full 2-hour ActiveCampaign course for FREE https://www.youtube.com/watch?v=GxWu7CyFgdA πŸ‘‰ My ActiveCampaign newsletter https://creatoregg.com/ac-newsletter My ActiveCampaign review https://creatoregg.com/activecampaign-review /// Timestamps /// 0:00 Case Study Explanation / Tutorial 04:35 Calendly Integration ActiveCampaign for Booking calls 09:01 Calendly Integration Testing 10:11 Automation 1: Create DEAL After Call Booked 12:47 Automation 2: Create TASK After Call Booked (explanation) 16:03 Automation 2: Create TASK After Call Booked (automation tutorial) 18:22 Summary 18:56 Other ideas for CRM automation Watch my full 2-hour ActiveCampaign course for FREE https://www.youtube.com/watch?v=GxWu7CyFgdA

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