Skip to main content

[Extension] How to Automatically Send Active Messages Using the Piperun CRM

  • Updated
  1. Introduction
  2. Features
  3. Installation and configuration
  4. User guide
  5. Support


With the Piperun (Notifications) extension, you can automate the sending of active messages on WhatsApp based on card updates in the PipeRun CRM. Connect stages and funnels to Blip to engage customers in real time, reducing manual work and optimizing conversions. 

Keywords: Piperun, Automatic notifications, Active messages, CRM triggers, CRM integration, Blip extension, Sales automation.

 

Introduction

Piperun (Notifications) is an extension integrated with the Piperun CRM that allows you to automatically send active messages when a card undergoes an action within the CRM.

As an example of how it works, imagine a company with multiple funnels and stages in its Piperun CRM that wants to send active messages according to the movements of each card in order to get closer to its customers. Since manually sending active messages can be exhausting, especially with large volumes, moving cards in the CRM and then sending active messages to customers whose cards underwent actions can become an impractical task. This is where the Piperun (Notifications) extension comes in, automating the sending of active messages based on card actions in the Piperun CRM, significantly increasing productivity and allowing you to focus your time on what really matters. 

 

Features

The Piperun (Notifications) extension was developed to simplify and speed up the process of sending active messages, which can be sent automatically depending on actions in the CRM itself.

The following features are offered:

  • Integration with the Piperun CRM to retrieve the funnels being used;
  • Integration with the Piperun CRM to retrieve the stages used in each funnel;
  • Integration with the Piperun CRM to retrieve the possible actions for each card;
  • Integration with the Blip content section to automatically retrieve all previously approved active message templates ;
  • Automatic sending of active messages depending on actions originating in the CRM.

 

Installation and configuration

To use the Piperun (Notifications) extension, you need to access the contract where you want to install it and then access the bot Router. After that, navigate to the extensions section, which will open the Blip Store, and search for “Piperun”. Once you find it, you need to activate and install it. 

After activating and installing the extension and accepting the terms, you need to complete a short configuration. An active Piperun CRM account is required.

Step 1) Once you accept the extension terms, an automatic link will be generated. This link is essential for configuring PipeRun, and you can copy it just below the extension name:

Step 2) After copying the link, log in to PipeRun.

Step 3) Once you are in the system, hover over the profile avatar in the upper-right corner, as shown in the image:

Step 4) When you hover over the avatar, you will see information in a modal. Click “Settings and configuration”, as shown below:

Step 5) Now click “Automatic actions”.

Step 6) On the automatic actions screen, click “+ Add action”.

Step 7) At this point, you need to register the desired action. To do this, you will need to fill in some fields, as instructed by Piperun.

 

Registering the automatic action

1) Fill in the required fields in the “Trigger and automatic action type” section, as shown below:

In field 1.1, enter the name of the action to be performed. In field 1.2, enter the trigger for the action, which can be of different types, such as “An opportunity enters the selected stage”, “An opportunity leaves the selected stage”, “An opportunity remains in the selected stage for X days”, among others.

In field 1.3, select the action type “Webhook - Send opportunity to URL”

2) Fill in the required fields in the “Execute the trigger only if the opportunities are:” section, as shown below:

In field 2.1, select the desired funnel; in field 2.2, select the desired funnel stage; and in field 2.3, select the opportunity status, which can be Open, Won, or Lost. In short, the automatic action will occur when the opportunity in the desired funnel, stage, and status undergoes an occurrence selected in field 1.2. 

3) After filling in the required fields, click “Next” in the lower-right corner.

4) Now fill in the “URL” field with the Webhook URL you copied from the extension on the Blip platform, as described in step 1 of the installation and configuration process.

Once this is done, click Save and you will be able to view the action. That's it! Now that the configuration is complete, continue to the “User guide” below. 😉

 

User guide

Users with administrator permissions can perform all extension functions, including registering and editing which active messages should be sent for which stages and funnels.
Once the Piperun (Notifications) extension is installed, users with administrator permissions can use it immediately when they access it. Before accessing and using the extension, you need to register the message templates that will be used for each corresponding action. If you don't know how to do this, go to your Router bot, click the three dots, then click Content, and follow the Blip tutorial: How to create, approve, and use WhatsApp templates in Blip.

 

Step-by-step guide to using the extension

Step 1) Go to your router, click the three dots, and select Piperun.

 

Step 2) To automatically send active messages, you need to register some important information. Click “Register”, as shown in the image below:

Step 3) Choose the funnel where you want to register the automatic active message sending.

Step 4) In the Stages field, you will be able to view all stages in the selected funnel. Then select the stage where you want to register the automatic sending.

Step 5) In the trigger field, choose the conditions or events that will trigger the active message, that is, select what needs to happen for the message to be sent.

Step 6) Now select the status in which the message will be sent.

There are three types of status in a stage: Open, Won, and Lost. 

  • The “open” option is when the card is open in Piperun and has not been marked as either “lost” or “won”.
  • The “won” option is when an opportunity has been marked as “won” in the CRM, meaning it was approved by the customer.
  • “Lost” is when the opportunity is lost.

Step 7) Select the message template you want to send. If you don't know how to create a message template, see the tutorial How to create, approve, and use WhatsApp templates in Blip.

Step 8) If your text contains parameters, define their values in the text boxes.

The following variables are available by default: “Person's name”, “Pipeline name”, and “Stage name”.

Step 9) After selecting the variables, click Save, as shown in the image:

 

That's it! Your automatic sending is now configured successfully!
 

Support

The Piperun (Notifications) extension supports up to 5,000 requests per month. If you need a higher limit, have questions, or encounter any issues with the extension, contact us by email at suporte@sharkdev.com.br or by phone at +55 (35) 99148-3887.


 

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

Related articles