Connect your favourite apps (Hubspot, Calendly etc) with AiSensy to automate WhatsApp API campaigns like sign up confirmation, event reminders, Abandoned Carts, orders, application dropoff, and more via Integrately.
You can do it easily by integrating Integrately with AiSensy, an official WhatsApp Business API based marketing platform.
Here, we'll tell you how you can integrate AiSensy with Integrately to connect AiSensy with multiple apps to automate API-based campaigns on WhatsApp👇
Integrately acts as an intermediate, connecting one application to another in 1-Click.
It works on triggers & actions. A trigger is basically some activity from the user that enables an action!
A trigger on one app will lead to an action on the other app.
Here are some trigger examples for better understanding-
1. A customer purchases something from your store.
2. A person books an appointment.
3. A person makes a payment.
Here are the actions that you might want to follow:
1. Deliver notification on WhatsApp for the same event
2. Add the person to your AiSensy contacts
3. Add the person to your CRM.
and much more...
Let's understand this with an example of how you can connect Calendly to AiSensy via Integrately to automate WhatsApp API Campaigns.
To connect Integrately with AiSensy, you must sign up for an Integrately account. (If you already have, skip to the next step)
Sign up on Integrately with your Google Account for Free by clicking here.
In Integrately's Dashboard, search for the apps you want to connect.
Here, we are connecting Calendly & AiSensy.
For AiSensy, you can type the Keywords, "WhatsApp" or "AiSensy".
For what purpose are we connecting Calendly with AiSensy?
Create Triggers & Actions. Triggers are the events that will lead to an action
So, in Calendly, you can choose from triggers; "Invitee is created" or "Invitee is Cancelled".
Note- You can only choose one trigger for one WhatsApp API Campaign!
Now, what will be the result of the trigger?
A WhatsApp message will be automated to the user upon activation of the trigger.
When a trigger activates, it will initiate an action via AiSensy. i.e. Send a WhatsApp Template Message.
After selecting the Trigger & Action, press "Go", to create your automation.
Now, we need to copy the API Keys of both the Apps to integrate them.
First, go to Calendly & reach the Integrations page.
Then, scroll down & click on, "API & Webhooks".
In the next screen, copy Calendly's API key.
Go to Integrately's Dashboard & paste Calendly's API Key.
Click "Continue" after you paste the API key.
On the next screen, you'll be asked to send a test record in Calendly that will fire up when an "Invitee is created" (our trigger).
You can also make changes to the "Meeting" like adding questions, changing meeting duration etc.
In a fresh Tab, open the link & schedule a test meet!
Back in Integrately, hit "Refresh Data".
It will appear as shown in the image.
If not, go back 👉 Schedule another meet 👉 Refresh Data.
Now, let's connect the API Key of AiSensy to connect Calendly & AiSensy.
Go to AiSensy App 👉 Manage 👉 API Key 👉 Copy API Key
Paste the AiSensy API Key by clicking "Add Connection" in Integrately.
In the next step, Map the User Data with the data included in Calendly.
Here, add your Campaign name exactly as it shows on AiSensy Campaign Page.
If you haven't yet set an Active Campaign live in AiSensy, do it! Check how to set API Campaigns in AiSensy. This step is compulsory for the integration to work!
Map the name & Mobile Number of the user along with their country code.
Mapping here means that whenever a user adds their name, mobile number or other data, it gets stored in the AiSensy App.
So, to map the data, just select it from the data in the right column as shown in the image.
Perform the same for Number, Email etc.
In the source, just add Calendly as these are all Calendly leads.
In this example, we segregate based on Gender.
So, we added Male or Female Tags in AiSensy App.
Adding these tags will show in the user's profile in AiSensy App. (Refer to the last slide to know more)
Check out how to create tags & attributes in AiSensy App.
Once you've mapped all data, verify & hit "Test & Activate" to activate your automation.
If all steps were performed correctly, you'll see the screen shown in the image.
This means your automation is successfully activated.
Whenever a user schedules a meeting, they will receive an automated notification with their name & time of the meeting.
Here, you can see that upon scheduling a meeting, a message was automated instantly on WhatsApp.
Here's a look at how the lead would appear in AiSensy App 👇
Automated messages do not appear in Live Chat until the user replies.
In this case, the user replied with a "Thanks".
Here, you can see that in Tags, the user has been assigned a "Male Tag". Similarly, if it's a female, then the 'female' tag would be assigned.
That's it. Now, go on & connect Integrately with WhatsApp Business API based platform AiSensy to connect multiple apps & automate API Campaigns. 🎉