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How to Connect Facebook with Webex Interact

How to Connect Facebook with Webex Interact

How to Connect Facebook with Webex Interact

The integration will allow you to receive new leads from Facebook and send them messages from Webex Interact. For example, you can write to potential clients that their application has been accepted for work and they will be called back soon, or send personalized offers. This will allow you to effectively automate workflows and save a lot of time, eliminating the need to manually send messages.

Let's go through the entire Facebook with Webex Interact setup steps together!

Navigation:

1. What will integration Facebook with Webex Interact do?
2. How to connect your Facebook account?
3. How to connect your Webex Interact account to?
4. How to set up data transfer to Webex Interact in the selected action? 
5. An example of the data that will be sent to your Webex Interact.
6. Auto-update.

To start setup click "Create Connection".

How to Connect Facebook with Webex Interact | Create connection

Select a system as the Data Source. In this case, you must specify Facebook.

How to Connect Facebook with Webex Interact | Data Source system selection

Next, you need to specify the system to which the data from the Facebook will be transmitted. In this case, you must specify Webex Interact.

How to Connect Facebook with Webex Interact | Data Destination system selection

The next step is to select the Facebook account from which SaveMyLeads will get the data.
If there are no account connected to the system, click "Connect account".  

Enter your email and password and give all access to work with this account.

How to Connect Facebook with Webex Interact | Data Source account
How to Connect Facebook with Webex Interact | Data Source account
How to Connect Facebook with Webex Interact | Data Source account

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

How to Connect Facebook with Webex Interact | Data Source account selection

Select a Page and Form from the drop-down list and click the "Continue" button.

How to Connect Facebook with Webex Interact | Data Source account selection
How to Connect Facebook with Webex Interact | Data Source account selection

The next step is to select the Webex Interact account to which the data will be sent.

If there are no accounts connected to the SaveMyLeads system, click "Connect account".  

How to Connect Facebook with Webex Interact | Data Destination account connection

In the window that opens, you need to fill in the "API token" field.

To do this, go to your Webex Interact personal account.

How to Connect Facebook with Webex Interact | Data Destination account connection

Go to the "Developers" - "API projects" tab.
Enter a name for the key and click "Create".

How to Connect Facebook with Webex Interact | Data Destination account connection
How to Connect Facebook with Webex Interact | Data Destination account connection

After that, copy the API key and paste it into the appropriate field in the SaveMyLeads system.

How to Connect Facebook with Webex Interact | Data Destination account connection

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

How to Connect Facebook with Webex Interact | Data Destination account selection

Now you need to specify the field where the recipient's phone number will be taken from.

You also need to specify the sender's alpha name, which you have registered in the Webex Interact service.

In the Message field, you can use both system variables, such as time, date, year, month, day, and variables from the Data Sources system.

You can combine these variables in any way convenient for you.

How to Connect Facebook with Webex Interact | Assigning fields
How to Connect Facebook with Webex Interact | Assigning fields
How to Connect Facebook with Webex Interact | Assigning fields

Now you can see what the future SMS message will look like, according to the selected data.

Click "Send test data to Webex Interact" and go to the Webex Interact cabinet in the appropriate group to test the connection.

If something does not suit you - click "Back" and go back one step.

If everything suits you, click "Finish setup" to continue the setup.  

How to Connect Facebook with Webex Interact | Test data

On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.

How to Connect Facebook with Webex Interact | Name and group connection

When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.

How to Connect Facebook with Webex Interact | Enable auto-update

This completes the integration setup between Facebook with Webex Interact! See how easy it is!?

Now you don't have to worry, SaveMyLeads will do everything on its own!