[Extension] How to Engage Active Campaign Leads on WhatsApp

1. Introduction

2. Features

3. Installation and Configuration

4. Usage Examples

5. Support

Brief Description: Intrigg for Active Campaign allows you to send automatic outbound messages on WhatsApp to your contacts and opportunities whenever a Contact or Deal event occurs in the CRM.

Keywords: Active Campaign, Intrigg, CRM, Automation, WhatsApp, Webhook, Sales

Introduction

Intrigg for Active Campaign is an extension developed by Inmo exclusively for Blip users. It allows you to send outbound messages on WhatsApp whenever a Contact or Deal event occurs in Active Campaign.

A practical example of using this extension: when the webhook is configured for Deal events, every time a deal changes stages in the Active Campaign funnel, the contact automatically receives an updated notification on WhatsApp.

Features

Intrigg for Active Campaign offers the following features:

• Automatic sending of WhatsApp messages based on Contact and Deal events.

• Support for custom triggers based on actions and changes in the CRM.

• Use of message templates approved by Meta/WhatsApp.

The Intrigg for Active Campaign extension is supported on the following channel: WhatsApp.

Installation and Configuration

After activating the extension through the Blip Store, it must be installed on the Router or Service Bot. After activation, you will need to create message templates and configure the webhooks in Active Campaign.

Follow the steps below:

1. Create and activate the message template in Blip

• Access the Blip portal.

• Create the desired message template.

• Submit the template for approval by Meta/WhatsApp Inc. (Intrigg users can request Inmo's consulting service for assistance in creating the template.)

• Contact the Inmo team by email at contato@inmo.work as soon as you have at least one approved template to link to the extension settings.

2. Configure the Webhook in Active Campaign and connect it to Intrigg

• Access the Active Campaign dashboard.

• Click the gear icon (Settings) located in the left sidebar menu.

• Select the Developer option.

• Copy the information displayed in the URL and Key fields and send it to contato@inmo.work by email to establish the connection via API.

• Click the Manage Webhooks button.

• Click Add a Webhook and select the Standard option.

• Complete the fields in the Webhook configuration form:

  • Name: Enter a name to identify the webhook.

  • URL: Paste the URL provided by the Inmo team after the initial contact.

  • Lists: Select the All Lists option.

  • Events: Check the desired events for the Contacts and Deals objects.

  • Source: Check all available options.

• Click Add to save the webhook settings.

Learn here how to configure webhooks in Active Campaign.

Usage Examples

A sales team configures the webhook for the Deal object. This way, the contact receives an instant notification on WhatsApp whenever the deal advances to the next stage in the funnel, keeping the customer informed and engaged throughout the negotiation.

Support

If you have any questions or experience problems with the extension, contact us by email at suporte@inmo.work.

To expedite service, have the following information on hand when contacting us:

• Blip contract name
• Router ID (learn how to find it here)
• Name of the Message Template you want to use

If you have any questions during this step, our team is available to assist you.

Need more help? Explore our content on Blip Academy or Blip Community, watch tutorials on our YouTube channel or get your questions answered through our support channel 😃