This schematic was done for a client requiring their form intake system and healthcare management system to integrate with ActiveCampaign. The schematic demonstrates the methodology from elicitation meetings to gather the concepts and requirements through the process of creating the systems integration model, logic and payloads. Basically, it shows how the synthesis between the business events and the enabling technology (ActiveCampaign) is achieved. This was presented during a project review meeting and includes ancillary items being discussed. Note that in the case of this client there is a one to many relationship between the Contact and the Deals (Appointments) that cannot be handled by ActiveCampaign native logic and will be done at the server level to update the Deals based on a foreign key.
This is my third year as an ActiveCampaign Certified Consultant. Their reaching this milestone validates the move to become a business partner with ActiveCampaign. They are a tremendous off-the-shelf engine that canbe customized to automate various business events and, collectively, the business objectives, policies and procedures for many small to mid-sized businesses. The ROI is incredible. No limit on users for a set fee. The mobile app is great for seeing and working Tasks and Deals (in multiple Pipelines and Stages). And so much more!
When I first started with ActiveCampaign I had 13 years of previous experience putting in CRM systems. Their CRM (Deals or Opportunities) has now developed as a totally integrated part of the Contacts. The CRM plus the Automations (I love them!) are the drivers behind them going from 80 employees when I joined the program to almost 500 now.
If you have not tried ActiveCampaign please visit our website to sign up for a free trial no credit card required. We will give you free coaching or consulting time applied to any project we assist on.
If you would like to read more about ActiveCampaign’s 100,000 milestone, funding round that just completed or Customer Experience slant on Marketing Automation visit ACTIVECAMPAIGN.
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Orange Country’s top rated mortgage broker and lender.
Thanks to everyone at Arbor for the opportunity to have worked on multiple projects the last eighteen months. After integrating the mortgage loan system BytePro to ActiveCampaign we were allowed to complete the custom Best Offer portal for Realtors.