{"id":3077,"date":"2021-03-24T00:41:21","date_gmt":"2021-03-24T00:41:21","guid":{"rendered":"https:\/\/pickyassist.com\/blog\/?p=3077"},"modified":"2021-06-24T12:26:09","modified_gmt":"2021-06-24T12:26:09","slug":"whatsapp-integration-with-activecampaign","status":"publish","type":"post","link":"https:\/\/pickyassist.com\/blog\/whatsapp-integration-with-activecampaign\/","title":{"rendered":"WhatsApp Integration with ActiveCampaign"},"content":{"rendered":"\n<p>In this guide, we are going to explore the possibilities of integrating WhatsApp with ActiveCampaign using Picky Assist Connector.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Pre-Requisite<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>WhatsApp Channel Enabled Picky Assist Account<\/li><li>Access to Picky Assist Connector<\/li><li>ActiveCampaign Account with Admin Privileges<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">About ActiveCampaign<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.activecampaign.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"ActiveCampaign (opens in a new tab)\">ActiveCampaign<\/a> is a category-defining Customer Experience Automation Platform that helps over 130,000 businesses in 170+ countries meaningfully connect and engage with their customers. It creates optimized customer experiences by automating many behind-the-scenes marketing, sales, and support processes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Capabilities with Picky Assist Connector<\/h2>\n\n\n\n<p>When you connect your ActiveCampaign platform with Picky Assist Connector you can achieve below mentioned capabilities to enhance your communication with your customer&#8217;s<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Send A WhatsApp Message When A <strong>Campaign is Opened \/ Clicked <\/strong><\/li><li>Send A WhatsApp Message When <strong>Deal Added or Deal Status Changed<\/strong><\/li><li>Send A WhatsApp Message When an <strong>Email Get Reply <\/strong><\/li><li>Start a <strong>WhatsApp Drip Campaign<\/strong> When a <strong>Link is Clicked \/ Added <\/strong><\/li><li>Integrate with ActiveCampagin <strong>Workflow Automatio<\/strong>n to Perform Advanced Actions <\/li><li>Send a WhatsApp Message \/ Start a WhatsApp Drip Campaign When an <strong>Abandon Cart is Recorded in the Connected E-commerce site with Active Campaign <\/strong><\/li><li><strong>Send a WhatsApp Message \/ Start a WhatsApp Drip Campaign<\/strong> when a <strong>form is filled<\/strong> and submitted. <\/li><\/ol>\n\n\n\n<p><strong>Primarily you will able to take actions\/perform condition in the Picky Assist Platform when any of the below events happens in your ActiveCampaign Platform, below are the list of events ActiveCampaign Supports now<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Campaign forwarded (through the ActiveCampaign forward link)<\/li><li>Campaign opened<\/li><li>Campaign shared (to Facebook or Twitter)<\/li><li>Campaign starts sending<\/li><li>Contact added<\/li><li>Contact note added<\/li><li>Contact tag added<\/li><li>Contact tag removed<\/li><li>Contact unsubscription<\/li><li>Contact updated<\/li><li>Deal added<\/li><li>Deal note added<\/li><li>Deal pipeline added<\/li><li>Deal stage added<\/li><li>Deal task added<\/li><li>Deal task completed<\/li><li>Deal task type added<\/li><li>Deal updated<\/li><li>Email bounces<\/li><li>Email replies<\/li><li>Link clicked<\/li><li>List added<\/li><li>SMS reply<\/li><li>SMS sent<\/li><li>SMS unsubscribe<\/li><\/ol>\n\n\n\n<div style=\"height:58px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">How It Works?<\/h2>\n\n\n\n<p>Picky Assist Connector makes use of the ActiveCampaign inbuilt Webhook module to listen the real-time event alerts from the platform and then based on the event type you will able to create a filter and relevant action to be taken.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Getting Started<\/h2>\n\n\n\n<p>The first step is to go to Picky Assist and create a Connector URL, just make sure the Connector is in Online Mode to start accepting requests from ActiveCampaign whenever the subscribed event is triggered.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"blob:https:\/\/pickyassist.com\/224ad1e8-231f-48ad-8005-5c64e1d4bd19\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"510\" src=\"https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Connector-URL-2nd-Step-1-1024x510.png\" alt=\"\" class=\"wp-image-3048\" srcset=\"https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Connector-URL-2nd-Step-1-1024x510.png 1024w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Connector-URL-2nd-Step-1-300x149.png 300w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Connector-URL-2nd-Step-1-768x383.png 768w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Connector-URL-2nd-Step-1-370x184.png 370w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Connector-URL-2nd-Step-1-270x134.png 270w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Connector-URL-2nd-Step-1-570x284.png 570w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Connector-URL-2nd-Step-1-740x369.png 740w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Connector-URL-2nd-Step-1.png 1331w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Setup Webhook in ActiveCampaign<\/h2>\n\n\n\n<p>There are two different places where you can setup a webhook:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Developer Settings under My Settings<\/strong><br>Will fire every time a specified action(s)\/event is completed<\/li><li><strong>Webhook automation action<\/strong><br>Will fire only when a contact completes the webhook automation action step. You do not need to create a webhook under &#8220;Developer Settings&#8221; in order to fire a webhook from automation. Learn how to&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/help.activecampaign.com\/hc\/en-us\/articles\/115000161204-How-can-I-send-a-webhook-in-an-automation-\" target=\"_blank\">send a webhook from an automation<\/a>.&nbsp;<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating Webhook &#8211; Global<\/h2>\n\n\n\n<p>Now, we need to create a webhook for getting event updates, i.e whenever an event happens in the ActiveCampaign Picky Assist will be notified through Webhooks about the event and the Connector will perform the steps configured by you. <\/p>\n\n\n\n<p>Login into ActiveCampaign Admin Panel Navigate to <strong>Settings -&gt; Developers -&gt; Webhook<\/strong>s as shown below;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a class=\"gridlove-popup-img\" href=\"https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings-1024x512.jpg\" alt=\"\" class=\"wp-image-3080\" srcset=\"https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings-1024x512.jpg 1024w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings-300x150.jpg 300w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings-768x384.jpg 768w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings-370x185.jpg 370w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings-270x135.jpg 270w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings-570x285.jpg 570w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings-740x370.jpg 740w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/active-campaign-webhook-settings.jpg 1439w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Subscribing to Event Types<\/h2>\n\n\n\n<p>You have the option to subscribe only to the specific event type that needs to be sent to Picky Assist Connector, based on your requirements you can select the event type as shown below;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a class=\"gridlove-popup-img\" href=\"https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"978\" height=\"1024\" src=\"https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-978x1024.jpg\" alt=\"\" class=\"wp-image-3081\" srcset=\"https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-978x1024.jpg 978w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-287x300.jpg 287w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-768x804.jpg 768w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-1467x1536.jpg 1467w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-1957x2048.jpg 1957w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-370x387.jpg 370w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-270x283.jpg 270w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-570x597.jpg 570w, https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/activecampaign-webhook-configurations-740x775.jpg 740w\" sizes=\"auto, (max-width: 978px) 100vw, 978px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Initialize From <\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>By a contact &#8211; Runs when a contact causes the action (eg, subscribes, opens a campaign, etc)<\/li><li>By an admin user &#8211; Runs when an admin user causes the action (eg, adding a contact from the admin area)<\/li><li>By the API &#8211; Runs when API call causes the action (eg, adding a contact using contact_add API call)<\/li><li>By system processes &#8211; Runs when automated system causes the action (eg, bounces, automation emails, etc)<\/li><\/ul>\n\n\n\n<p class=\"has-text-color has-background has-gridlove-bg-color has-gridlove-highlight-bg-background-color\">You can subscribe to multiple events by creating more webhooks with same Connector URL or different Connector URL and make use of the Filter tool &amp; Router to filter the event value and route to the right step or connector in the Picky Assist Connector as per your requirements.<\/p>\n\n\n\n<div style=\"height:73px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Setting Up Webhooks in Automation<\/h2>\n\n\n\n<p>Will fire only when a contact completes the webhook automation action step. You do not need to create a webhook under &#8220;Developer Settings&#8221; in order to fire a webhook from automation. Learn how to&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/help.activecampaign.com\/hc\/en-us\/articles\/115000161204-How-can-I-send-a-webhook-in-an-automation-\" target=\"_blank\">send a webhook from an automation<\/a>.&nbsp;<\/p>\n\n\n\n<p>The \u201cWebhook\u201d action in an automation is located under \u201c<strong>Conditions and Workflow.\u201d<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><a class=\"gridlove-popup-img\" href=\"https:\/\/help.activecampaign.com\/hc\/article_attachments\/115001968204\/conditions_and_workflow.png\"><img decoding=\"async\" src=\"https:\/\/help.activecampaign.com\/hc\/article_attachments\/115001968204\/conditions_and_workflow.png\" alt=\"conditions_and_workflow.png\"\/><\/a><\/figure>\n\n\n\n<p><strong>To add this action to your automation:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Click on the node<\/strong>&nbsp;(+ symbol)<\/li><li><strong>Select \u201cConditions and Workflow\u201d<\/strong><\/li><li><strong>Select \u201cWebhook\u201d<\/strong><\/li><li><strong>Enter the URL<\/strong>&nbsp;to post to<\/li><li><strong>Click \u201cSave\u201d<\/strong><\/li><\/ol>\n\n\n\n<p>The type of contact information that is sent to your URL from a webhook automation action includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>First Name<\/li><li>Last Name<\/li><li>Email address<\/li><li>Custom fields<\/li><li>Tags<\/li><li>Organization<\/li><li>Phone number<\/li><li>Contact ID<\/li><li>IP address<\/li><li>Series ID (Automation ID)<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">References<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><a rel=\"noreferrer noopener\" aria-label=\"Creating Steps in Picky Assist Connector \u2028 (opens in a new tab)\" href=\"https:\/\/help.pickyassist.com\/setting-up-guide\/setting-up-connector\/getting-started#steps\" target=\"_blank\">Creating Steps in Picky Assist Connector <\/a><\/li><li><a rel=\"noreferrer noopener\" aria-label=\"Creating Filters in Picky Assist Connector \u2028 (opens in a new tab)\" href=\"https:\/\/help.pickyassist.com\/setting-up-guide\/setting-up-connector\/getting-started#filter\" target=\"_blank\">Creating Filters in Picky Assist Connector <\/a><\/li><li><a rel=\"noreferrer noopener\" aria-label=\"Setting Up Action in Picky Assist Connector\u2028 (opens in a new tab)\" href=\"https:\/\/help.pickyassist.com\/setting-up-guide\/setting-up-connector\/getting-started#actions\" target=\"_blank\">Setting Up Action in Picky Assist Connector<\/a><\/li><li><a href=\"https:\/\/help.pickyassist.com\/setting-up-guide\/setting-up-connector\/formatter\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Setting Up Formatter in Picky Assist Connector (opens in a new tab)\">Setting Up Formatter in Picky Assist Connector<\/a><\/li><li><a rel=\"noreferrer noopener\" aria-label=\"ActiveCampaign Webhook Reference for Values (opens in a new tab)\" href=\"https:\/\/developers.activecampaign.com\/page\/webhooks?_ga=2.146691504.507611903.1616528244-1392309126.1616528244\" target=\"_blank\">ActiveCampaign Webhook Reference for Values<\/a><\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>In this guide, we are going to explore the possibilities of integrating WhatsApp with ActiveCampaign using Picky Assist Connector. Pre-Requisite WhatsApp Channel Enabled Picky Assist Account Access to Picky Assist Connector ActiveCampaign Account with Admin Privileges About ActiveCampaign ActiveCampaign is a category-defining Customer Experience Automation Platform that helps over 130,000 businesses in 170+ countries meaningfully [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3086,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[138,139,131],"tags":[143],"class_list":["post-3077","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-forms","category-integrations","tag-activecampaign-whatsapp-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>WhatsApp Integration with ActiveCampaign - Picky Assist Official Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pickyassist.com\/blog\/whatsapp-integration-with-activecampaign\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"WhatsApp Integration with ActiveCampaign - Picky Assist Official Blog\" \/>\n<meta property=\"og:description\" content=\"In this guide, we are going to explore the possibilities of integrating WhatsApp with ActiveCampaign using Picky Assist Connector. Pre-Requisite WhatsApp Channel Enabled Picky Assist Account Access to Picky Assist Connector ActiveCampaign Account with Admin Privileges About ActiveCampaign ActiveCampaign is a category-defining Customer Experience Automation Platform that helps over 130,000 businesses in 170+ countries meaningfully [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/pickyassist.com\/blog\/whatsapp-integration-with-activecampaign\/\" \/>\n<meta property=\"og:site_name\" content=\"Picky Assist Official Blog\" \/>\n<meta property=\"article:published_time\" content=\"2021-03-24T00:41:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-06-24T12:26:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/pickyassist.com\/blog\/wp-content\/uploads\/2021\/03\/Active-Campagin.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"327\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Danny\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Danny\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/pickyassist.com\/blog\/whatsapp-integration-with-activecampaign\/\",\"url\":\"https:\/\/pickyassist.com\/blog\/whatsapp-integration-with-activecampaign\/\",\"name\":\"WhatsApp Integration with ActiveCampaign - 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