Are you using a CRM that you'd like to tie in to ActiveIQ? We have tied ActiveIQ into Zapier, a tool that links web apps together so they can share data.

Because of this, ActiveIQ can now send lead information directly to CRMs like:

SalesForce
Microsoft Dynamics
Pipedrive
Zoho
Base
SugarCRM
And more - see full list at https://zapier.com/apps/categories/crm/

Once Zapier is connected, you can select any company, prospect, or lead and push the contact and their activity history to Zapier.

How does Zapier work?

Zapier lets you build your own automated workflow (a Zap) to tie your CRM to ActiveIQ in the Zapier editor with a few clicks, no code required.

A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you.

Currently available Zaps:

Send selected contacts from ActiveIQ to your CRM for your sales team's use

Getting Started

To integrate your CRM with ActiveIQ through Zapier:

Email your account manager or our support team at support@activeiq.co to have the Zapier connection enabled
Sign up for a Zapier account at https://zapier.com/
Log in to Zapier
Go to the following link and click the “Accept Invite & Build a Zap” button
https://zapier.com/platform/public-invite/6760/7842c3d757e10b7a7c03d99b671fd4b8/

To send selected ActiveIQ contacts to your CRM:

Zapier’s free accounts support single-step Zaps. This means you could find a contact in ActiveIQ (trigger) and create a new contact in your CRM (action) using a free account.

To set up the trigger (ActiveIQ) portion of your Zap:

Log in to ActiveIQ
Go to Configure > Connectors > Zapier and copy the “Activation Key” found there
Log in to Zapier
Click the orange “Make a Zap” button, top right
On the “Choose a Trigger App” screen, type “ActiveIQ” into the dropdown box and select it
On the “Select ActiveIQ Trigger” screen, select “Push Contact to Zapier” and click “Save + Continue”
Click the “Connect an Account” button
Paste your “Activation Key” into the “API Key” field in Zapier and click “Yes, Continue”
Click the “Test” button to ensure the connection works
Once you receive a “Success” message, click “Save + Continue”
On the “Set up ActiveIQ Contact” screen, click “Continue” - don’t fill anything in on this screen
On the “Pick a Sample” screen”, click “Skip this step”
Click “Continue With Default Sample”

To set up the action (CRM) portion of your Zap:

Choose an Action App (your CRM)
Run through the wizard and map out what you’d like to have happen in your CRM.

When setting up your Zap, you’ll be able to create a template to tell your Zap were contact information from ActiveIQ should appear in your CRM. Most of our users Zap the first and last names job title, email address, phone number, and company name.

Once the Zap is set up and running, new contacts in ActiveIQ should automatically start appearing in your CRM.

Sample Zap connecting ActiveIQ to Pipedrive:

Frequently Asked Questions

How much does the Zapier/ActiveIQ integration cost?

ActiveIQ currently integrates with Zapier for free. If technical support is required, it is available at our standard hourly rates by emailing support@activeiq.co

Zapier pricing information is available at https://zapier.com/pricing/

Why is my Zap creating duplicate contacts in my CRM?

The most likely reason is if you’re using a single-step Zap to add a contact, but not checking first if that contact already exists.

I’m having other issues with my Zap

Zapier has provided a thorough troubleshooting and setup guide in their Help Center: https://zapier.com/help/troubleshooting/