Send WhatsApp Messages for New Tags in ActiveCampaign Using Pabbly Connect

Learn how to send WhatsApp messages automatically for new tags in ActiveCampaign using Pabbly Connect. Follow our step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages for new tags in ActiveCampaign, you first need to access Pabbly Connect. Start by visiting Pabbly’s website and signing in to your account. If you don’t have an account, you can create one for free.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. For this tutorial, we will name it ‘ActiveCampaign to WhatsApp’ to reflect the integration between these two applications.

2. Setting Up Trigger in Pabbly Connect

In this step, we will set up the trigger in Pabbly Connect to detect when a new tag is added in ActiveCampaign. Select ActiveCampaign as your trigger application. The trigger event will be ‘Contact Tag Added’ since we want to send a WhatsApp message whenever a tag is added to a contact.

• Choose ‘Contact Tag Added’ for the trigger event.
• Connect your ActiveCampaign account by adding the necessary API keys.
• Copy the API key and URL from ActiveCampaign settings and paste them into Pabbly Connect.

Once the connection is established, you will need to create a webhook name, which can be anything you prefer. After saving this, you can send a test request to ensure everything is working correctly. Now, let’s add a tag to a dummy user in ActiveCampaign to test the integration.

3. Adding Tags in ActiveCampaign

After setting up the trigger in Pabbly Connect, the next step is to add a tag to a contact in ActiveCampaign. Navigate to the ‘Contacts’ section on the left sidebar and select a dummy contact. Here, you can add the desired tag that you wish to test.

For example, let’s add the tag ‘Email Marketing’ to a contact named ‘Demo Dummy’. Once the tag is added, go back to Pabbly Connect and check if the test request received the correct data from ActiveCampaign. You should see the contact’s details, including their email, first name, last name, and the newly added tag.

4. Setting Up Action in Pabbly Connect

Now that we have successfully set up the trigger, it’s time to set up the action in Pabbly Connect to send WhatsApp messages. Select WhatsApp Cloud API as your action application. The action event will be ‘Send Template Message’.

• Connect to WhatsApp Cloud API by adding the temporary access token and phone number ID.
• Copy the WhatsApp Business Account ID and paste it into the connection settings.
• Select the template name you want to use for the message.

For this example, we will use a template named ‘Tag Added’. In the message body, you will customize the message to include the recipient’s name and the tag that was added. Map the first name and last name from the test data received from ActiveCampaign to personalize the message.

5. Testing the Integration

With both the trigger and action set up in Pabbly Connect, it’s time to test the entire integration. Ensure that you have mapped all necessary fields correctly, including the recipient’s mobile number and the message body. Once everything is in place, send a test request.

Check the WhatsApp account of the user to confirm if they received the message. The message should read: ‘Hi Demo Dummy, we are happy to inform you that the Email Marketing tag has been added to your account.’ This confirms that the integration is working perfectly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically send WhatsApp messages when new tags are added in ActiveCampaign. This integration streamlines communication and ensures that your customers stay updated effortlessly. By following these steps, you can enhance your customer engagement through automated messaging.