How to integrate RD Station with Blip – Blip | Blip Help

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Sending Messages

If you're using RD Station and still not getting the most out of the tool, this article is for you. Did you know you can even integrate RD Station with WhatsApp? In this article, you'll learn how to be more efficient using the WhiteWall integration for RD Station on Blip! With it, you'll be able to send WhatsApp messages whenever an event is triggered in any RD Station Automation Flow!

First Steps

You should initially install the extension in Blip. If you have any questions about installation, contact us at support@whitewall.dev.

Creating a New Flow

It's not necessary to create a new flow if you already have one. But you'll need to modify it to enable the integration. See the section "Activating Integration in the Flow."

Then, you should create an Automation Flow using RD Station. The Automation Flow is a tool in RD Station that allows various actions to be triggered based on defined conditions in the flow.

Note: You need to be a subscriber to RD Station to integrate the flow with the WhiteWall extension.

To create a new flow, access your RD Station Marketing account and, in the "Relate" menu, select the "Marketing Automation" option.

Next, you should create the flow as needed. There are several possibilities: from sending emails and adding tags to leads, to more advanced functions like A/B testing. You can also combine all these actions and many more!

If you still have doubts about creating the flow, check out the official RD Station guide.

Creating WhatsApp Template Messages

To send messages via WhatsApp, it's necessary to use (templates). The templates must be authorized by Meta itself. You can follow Blip's step-by-step guide to build your templates.

Setting Up the Extension

With a template and a flow in hand, you can start the integration. Select the "RD Station" extension by clicking on the three dots that appear at the top of the bot in Blip. Then, select the "WhatsApp Automation" tab.

If your bot is a router bot, you will already be directed to the template selection screen.

On the other hand, if you are using a bot builder, you will need to select a router.

Select a template. If the template has variables, you'll need to fill them out (it's even possible to use values from RD Station itself!). You also have the option to position the bot in a specific block of the flow (if it's a router bot, you can also redirect to other bots). An example of a template configured by WhiteWall is shown in the image below:

After completing your configuration, click on "Next".

Activating Integration in the Flow

The step-by-step process for this stage is also detailed in the 'Install Automation' tab. In your RD Station automation flow, when you wish to send a message via WhatsApp, create an action of type "Send Leads to Integration". This action can be found under the "Lead Path" category.

Copy the URL of your automation and paste it into the field "This flow should send the Leads to the URL".

Attention:do not share your URL with anyone. And finally, click on "Save and Activate" to publish the flow:

To exemplify, see the automation below. It sends a WhatsApp message to users whose "Field TesteWhiteWall" field is filled.

Ready! Now, just perform a test with the created automation and verify if the message reaches the desired user's WhatsApp. If the message doesn't arrive, repeat the steps above carefully and verify if the URL was created correctly.

Synchronizing Contacts

Did you know that you can integrate your Blip chatbot conversations with RD Station? You can both synchronize your contact data in RD Station (based on conversations) and use RD Station data in your bot. And yes, you can also create new contacts in RD Station directly from a conversation with the bot! All of this is possible thanks to the WhiteWall integration for RD Station. In this guide, you'll learn how to make the most out of the extension.

Attention: this integration is only for RD Station CRM. If you would also like to use RD Station Marketing, please send a suggestion to our team at support@whitewall.dev.

First Steps

Initially, you must install the extension in Blip. It's also necessary to install the Google Chrome extension. You can find it here.

Setting Up the Extension

The configuration of the extension itself is simple: the only required parameter is the RD Station token. Attention: do not share your token with anyone. To obtain your token, visit the profile page in RD Station CRM. Then, you should open the "RD Station" extension in Blip by clicking on the three dots at the top of your bot's page. You will be taken to this screen:

Paste the token in the appropriate location and click "Save". Now you can use the integration in the builder! In the next two sections, some examples of use are given for two of the functionalities: "Get Contact" and "Create or Update Contact".

Using RD Data in Blip

With the builder open, click on the "+". Then click on the option "New integration":

If this option does not appear, please check if the Google Chrome extension is indeed installed.

With the new block selected, go to the "Integration" tab and select "RD Station". If any other integration has caught your interest, be sure to check out the other WhiteWall extensions in the Blip Store.

Tip: It's recommended to go to the "Content" tab and delete the "User Input" block. It's a good practice to divide block responsibilities in the builder.

Remember:the integration is for RD Station CRM, not Marketing!

For this example, select the "Get Contact" action. You can choose which field the search will be performed on: email, phone, and name.

For illustration purposes, we will search for this contact by e-mail:

Finally, to be able to use the contact's data, you must fill in the return variable with some value. In the end, the complete block looks like this:

Tip: It's a good practice to put explanatory names on the blocks. "New Integration" was used just as an example!

Now, to use the RD data, simply reference the return variable. If we wanted to use the contact's name, we could add a new block (normal), with the following content:

At the end, the flow looks like this:

And an example conversation:

Notice that the bot indeed fetched the contact's name from RD Station! Other variables, such as email, can also be used.

Updating RD Contacts through Blip

It's also possible to update the data of an existing contact. If the contact doesn't exist yet, a new contact will be created. The process is very similar to the previous one, but we change the selected action:

The email is mandatory (as it's used for search), but the other parameters are optional: only the fields you want to update should be filled. If a value isn't passed to the bot, it's not overwritten (this prevents unintentional data erasure). In addition to the default options (name and phone), all custom fields from RD Station (in this example, neighborhood and city) can be modified through the WhiteWall integration.

For illustration, let's create a flow where we ask the user what the new name of the contact associated with the email teste@email.com should be. Then, we'll make the change in RD Station. To do this, let's first add a normal block, which will read the user's input and store it in the variable newName:

Using the variable in the integration block:

With that, the flow looks like this:

Notice that this time the "New block" comes before the "New integration". Finally, an example conversation:

In this example, the default output of the integration block was changed to return to the beginning, so the question is sent again. However, we can observe that indeed the change was made in RD Station:

Also notice that, because we didn't inform the "Phone" field, its value wasn't changed (it didn't become empty). Of course, this was just an illustrative example to teach how the extension should be used. In practice, contact synchronization is very powerful, especially when combined with a registration section in the bot.

For more information, visit the discussion on the subject in our community or the videos on our channel. 😃

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