Passing information through to Active Campaign
Didn't quite see this, but it would be awesome if the information we have clients fill in on their document and then sign (the same document) could then be passed through to Active Campaign to update the user or an of the other CRMs out there...It's just odd that it only allows tags, or adding to a list? Gravity Forms does this already...but going through the Gravity Forms add-on takes away the ability to customize the contract from a template, before sending it, and still be able to send it to more than one signee.
We like this idea and will likely improve our this integration once 2.0 ships.
-
We like this idea and will likely improve our this integration once 2.0 ships.