Connect Hilos to ActiveCampaign

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Connect Hilos to ActiveCampaign

The integration of Hilos with ActiveCampaign enables users to leverage Hilos as an end-to-end WhatsApp automation platform which includes functionalities such as broadcast messaging, chat automation, and a two-way conversation inbox. This feature is essential for businesses seeking to enhance their messaging capabilities through automated workflows and seamless contact management between platforms.

This article explains how to set up the Hilos connection, synchronize contacts, and utilize the integration effectively.

How to Access This Feature

To access the connection setup for Hilos in your ActiveCampaign account, follow the steps outlined below. Ensure you have an ActiveCampaign account and an active Hilos account ready, as you'll need both to complete the integration process.

Step-by-Step Instructions

1. **Log into your ActiveCampaign account**. 2. **Click on **WhatsApp** on the left menu**. This leads you to the WhatsApp settings page where integrations are managed. 3. **Click the “Connect” button**. A modal window will appear requesting your Hilos API key. 4. **Type or paste your Hilos API key into the field provided** and then click “Connect”. If you need your Hilos API key, navigate to **Integrations > API keys** within the Hilos app. 5. **Map Hilos fields to ActiveCampaign fields**. It is crucial to ensure that the following fields are mapped correctly:

  - Email Address
  - Phone Number

6. **Once the mapping is complete, click the “Finish” button**. Your integration will now be active, and contacts possessing a valid email address in Hilos will start syncing to ActiveCampaign.

Configuration Options and Settings

After completing the initial setup, your ActiveCampaign will display the integration connection status and details on the WhatsApp page. You can review and manage the following configurations:

- **Contact Syncing**: Contacts with a valid email address in Hilos will automatically sync to ActiveCampaign. This includes automatically created contact records from Hilos as new contacts are added. - **Contact Tags**: As contacts sync back and forth, they will be tagged with Hilos-whatsapp-integration, enabling better segmentation within ActiveCampaign. - **Automation Actions**:

  - **Add Contact to Hilos**: This action will sync a contact to Hilos when it is triggered within an ActiveCampaign automation.
  - **Add Contact to Hilos Flow**: This action adds a contact to a specific Hilos flow to receive WhatsApp messages automatically.

Best Practices and Tips

- Ensure that every contact has a valid email address in Hilos and a valid E164 WhatsApp number in ActiveCampaign for successful synchronizations. - Use the Contact is Updated trigger to identify any changes to contact information, particularly the phone number, to ensure timely syncs to Hilos. - Utilize the Hilos-whatsapp-integration tag to segment contacts effectively based on their WhatsApp engagement.

Common Use Cases

- **Automating Customer Communications**: Businesses can set up automation that triggers a welcome message in WhatsApp whenever a new subscriber joins through ActiveCampaign. - **Feedback Collection**: After an engagement or event, automate a follow-up WhatsApp message through Hilos to collect customer feedback. - **Promotional Campaigns**: Sync contacts who have opted in for marketing communications to receive exclusive offers via WhatsApp directly.

Troubleshooting

If you encounter issues with the Hilos integration, check the following:

- Ensure that all required fields in both ActiveCampaign and Hilos are correctly filled and mapped. - Confirm that the contact records being synced have valid email addresses and E164 WhatsApp numbers. - Verify your connection status within the WhatsApp settings page of ActiveCampaign to ensure the integration is live.

FAQ

Q1: Can I use the Hilos integration without having a WhatsApp Business Account? A1: Yes, as long as you have an active Hilos account that is connected to your ActiveCampaign.

Q2: What happens if a contact does not have an email address in Hilos? A2: Contacts without an email address in Hilos cannot sync to ActiveCampaign.

Q3: How do I perform a manual bulk sync from ActiveCampaign to Hilos? A3: Click on WhatsApp on the left menu, then click the “Sync Contacts” button to execute a bulk sync operation.

Q4: Will existing contacts in ActiveCampaign automatically sync to Hilos? A4: Existing contacts will sync if they meet the criteria (valid email and WhatsApp number) during the initial integration setup.

Q5: How can I segment contacts synced from Hilos? A5: You can segment these contacts using the Hilos-whatsapp-integration tag that is automatically applied.

Q6: Can I use Hilos with other automation tools besides ActiveCampaign? A6: Currently, this integration is specifically designed for use with ActiveCampaign.

Q7: Is there documentation for troubleshooting Hilos integration? A7: For specific issues, consult the official [1] Hilos integration support documentation.

For more information on WhatsApp messaging features, refer to the WhatsApp Messaging section in ActiveCampaign's help articles. ```