Overview
To integrate your Active Campaign account you will need to get your API access information, and enter that into your Cerbo EHR under Admin > Manage > Integrations. Note that API information should be kept secure. Please DO NOT send this information via email.
Related Articles
- About the ActiveCampaign Integration
- ActiveCampaign Tutorial Videos
- Using ActiveCampaign to Keep an Up-to-Date Active Patients Mailing List
Details
To find your API keys in ActiveCampaign, click on Settings in the righthand menu. If you do not see a sub-menu appear, hover over that menu near the top, and click on the double rightward-pointing arrows that appear >> to expand the Settings sub-menu. Click on Developer.
Copy the URL and Key that appear under API Access at the top. Use that information to setup your integration under Admin > Manage > Integrations > ActiveCampaign in Cerbo. Let us know at [email protected] when that is done if you want us to sync over your existing patients. Going forward, newly added patients will be automatically synced to ActiveCampaign.
