There are a few steps to ensure you can take advantage of the ActivePipe finance nurture campaigns.
Add leads and profiles to clients in Infynity, and sync to ActivePipe
Before activating the nurture campaigns, ensure the contact tags used to trigger these campaigns have been added and synced across from your Infynity account:
- Learn how to assign and sync lead status in Infynity to trigger ActivePipe nurture campaigns
- Learn how to assign and sync Infynity client profiles as tags to your ActivePipe account.
Activate the campaigns in ActivePipe
Once you have added and synced your contact tags, you can Activate the nurture campaigns in your ActivePipe account.