We are using ActiveCampaign for over a year now, automating both our marketing and sales activities. One of the missing features currently is the option to link or upload files related to deals in ActiveCampaign. It would be a great feature to link AC to Google Drive or enable at least a ‘files’ section on each deal.
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And also files sending by the customers or leads.
I thought we could already do this…
Have you entered the idea to the appropriate page at https://ideas.activecampaign.com/ideas ?
If so, post the link and I will upvote it!!! Thanks! Kevin
Hey! Customer Experience team here to update this post. I’m super glad to share that we do have this solution for a while now, in the Deals, Contacts and Accounts profile there is a component that you can upload files in it. Check below the details for each one:
How to attach files to a Deal record
Attach files to an Account record
Attach files to a Contact record