ActiveCampaign

What the app does

• Contacts in both directions: first name, last name, email and phone stay the same in ActiveCampaign and SendApp. When you connect, the ActiveCampaign contacts with a phone or an email arrive in SendApp with the tag you choose.
• WhatsApp conversations on ActiveCampaign: one note per conversation and day on the contact, with every message, its time and who wrote it. Who writes to you on WhatsApp for the first time can be created in ActiveCampaign too, with a tag of your choice to start an automation.
• Templates from automations: the Webhook action of an ActiveCampaign automation sends your approved WhatsApp template to the contact.

How to connect

1. In SendApp open Apps, switch on ActiveCampaign and press Configure.
2. In ActiveCampaign open Settings (bottom left) → Developer.
3. Copy the URL (like https://youraccount.api-us1.com) and the Key and paste them in SendApp. The key is your own ActiveCampaign user's: use an administrator user.
4. Choose the WhatsApp Account and press Connect ActiveCampaign: the contacts arrive in SendApp and from then on the WhatsApp chats reach ActiveCampaign.

Templates from automations

1. In SendApp, in Apps → ActiveCampaign, choose the template and its variables and copy the address.
2. In ActiveCampaign, in an automation, add the action Conditions and workflow → Webhook and paste the address.
3. The contact who reaches that action receives the template. Keep the address private: whoever has it can send your templates.

Good to know

• ActiveCampaign creates a contact only with an email, unless phone-only contacts are switched on in your ActiveCampaign account.
• ActiveCampaign is connected to your whole SendApp space: the chats of all your Accounts arrive, from the moment you connect the app.
• A WhatsApp number works with one provider at a time: with SendApp, use ActiveCampaign for email, SMS and CRM.
• «Disconnect ActiveCampaign» in SendApp removes the access. Contacts and chats stay in SendApp.
• The app is included only in some SendApp plans: check the Apps included in your plan.

Or: the webhook

If bringing the contacts into SendApp is enough, you can still use the webhook below in an ActiveCampaign automation: every contact with a phone or an email is created or updated in SendApp and tagged. The webhook does not record chats nor send templates: for that you need the app.