Summary

Learn how to integrate ActivePipe with Box+Dice so marketing emails sent through ActivePipe appear on your contact timelines.

This article covers:


About the ActivePipe integration

The ActivePipe integration connects your CRM with your ActivePipe marketing platform so that email activity from ActivePipe appears directly on a contact’s timeline. This provides richer visibility into how contacts engage with your campaigns.


How it works 

Note: This integration requires activation by ActivePipe and must also be enabled by your office in Box+Dice.  

Once the integration is enabled and ActivePipe has activated their side, any marketing email sent from ActivePipe to a Box+Dice contact will automatically create an entry on that contact’s timeline.

The timeline entry includes:

  • The email subject
  • A link to the email
  • The latest action (sent, opened, clicked)