Connect Integrately with WhatsApp via Messegy for 1-Click integration of multiple apps like Hubspot, Calendly etc to Messegy with ease.
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Automate Notifications on WhatsApp
Connect your favourite apps (Hubspot, Calendly etc) with Messegy 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 Messegy, an official WhatsApp Business API based marketing platform.Here, we'll tell you how you can integrate Messegy with Integrately to connect Messegy with multiple apps to automate API-based campaigns on WhatsApp.
Connecting Integrately with Messegy
Step-by-Step Guide
Sign Up for Integrately
Sign up for a free Integrately account. If you already have one, proceed to the next step.
Sign Up (FREE)
Choose Your Apps
In Integrately's Dashboard, search for the apps you want to connect. Here, we'll connect Calendly with Messegy.Tip: For Messegy, search using keywords like "WhatsApp" or "Messegy."
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 Messegy. 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 Messegy API Key
Now, let's connect the API Key of Messegy to connect Calendly & Messegy. Go to Messegy App 👉 Manage 👉 API Key 👉 Copy API Key
Paste Messegy API Key in Integrately
Paste the Messegy API Key by clicking "Add Connection" in Integrately.
Map Attributes
Map user data from Calendly to Messegy. This includes details like name, mobile number, and country code.Here, add your Campaign name exactly as it shows on Messegy Campaign Page. Note: If you haven't yet set an Active Campaign live in Messegy, do it! This step is compulsory for the integration to work!
How to set API Campaigns in Messegy
Add Tags & Attributes
Add tags and attributes in Messegy to better organize your leads. In this example, we segregate based on gender.These tags will appear in the user's profile in Messegy.
How to Create Tags and Attributes in Messegy
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 Messegy App
How the lead appears in Messegy 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.
Magic Done! 🎉
That's it. Now, go on & connect Integrately with WhatsApp Business API based platform Messegy to connect multiple apps & automate API Campaigns.
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