Connect your CRM with WhatsApp using Integrately

Automate Notifications on WhatsApp

Connect your favourite apps (Hubspot, Calendly etc) with AiSensy to automate WhatsApp API campaigns such as sign-up confirmations, event reminders, abandoned cart notifications, orders updates, application drop-off alerts, and more - all through 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.

Connecting Integrately with AiSensy

Step-by-Step Guide

Sign Up for Integrately

Choose Your Apps

In Integrately's Dashboard, search for the apps you want to connect. Here, we'll connect Calendly with AiSensy.

Tip: For AiSensy, search using keywords like "WhatsApp" or "AiSensy."

Select Triggers & Actions

Define the purpose of the connection. For example, in Calendly, select triggers like "Invitee Created" or "Invitee Canceled."

Note: Only one trigger can be used per WhatsApp API campaign.

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.

Go to Integrations in Calendly

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".

Copy Calendly's API Key

In the next screen, copy Calendly's API key.

Paste the API Key in Integrately

Go to Integrately's Dashboard & paste Calendly's API Key.

Click "Continue" after you paste the API key.

Copy Meet Key from Calendly

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!

Hit "Refresh Data"

Back in Integrately, hit "Refresh Data". It will appear as shown in the image.

If not, go back 👉 Schedule another meet 👉 Refresh Data.

Copy AiSensy API Key

Now, let's connect the API Key of AiSensy to connect Calendly & AiSensy.

Go to AiSensy App 👉 Manage 👉 API Key 👉 Copy API Key

Paste AiSensy API Key in Integrately

Paste the AiSensy API Key by clicking "Add Connection" in Integrately.

Map Attributes

Map user data from Calendly to AiSensy. This includes details like name, mobile number, and country code.

Here, add your Campaign name exactly as it shows on AiSensy Campaign Page.

Note: If you haven't yet set an Active Campaign live in AiSensy, do it! This step is compulsory for the integration to work!

How to set API Campaigns in AiSensy

Add Tags & Attributes

Add tags and attributes in AiSensy to better organize your leads.

In this example, we segregate based on gender.

These tags will appear in the user's profile in AiSensy.

How to Create Tags and Attributes in AiSensy

Test & Activate Automation

Once you've mapped all data, verify & hit "Test & Activate" to activate your automation.

Automation Activated Successfully🎉

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.

Message received

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

How the lead appears 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.

Get Started

Connect Integrately with WhatsApp via AiSensy

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Automate Notifications on WhatsApp