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How to Connect Webhooks with Messaggio

How to Connect Webhooks with Messaggio

How to Connect Webhooks with Messaggio

The integration will allow you to get data from Webhooks and transfer them to Messaggio to add contacts. This way you can automate the process of processing data from the Webhooks using Messaggio as efficiently as possible.

Let's go through the entire Webhooks with Messaggio setup steps together!

Navigation:

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

To start setup click "Create Connection".

How to Connect Webhooks with Messaggio | Create connection

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

How to Connect Webhooks with Messaggio | Data Source system selection

Next, you need to specify the system to which the data from the Webhooks will be transmitted. In this case, you must specify Messaggio.

How to Connect Webhooks with Messaggio | Data Destination system selection

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

If desired, you can change its name or simply click "Continue".

How to Connect Webhooks with Messaggio | Data Source account
How to Connect Webhooks with Messaggio | Data Source account

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

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

How to Connect Webhooks with Messaggio | Data Source account selection

Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.

How to Connect Webhooks with Messaggio | Data Source account connection

For the example work in this help, we will copy this link and go to the Kajabi account, setup an publication for transferring data via Webhooks.

You can do the same on any other system that supports Webhooks.

Go to the "Sales" - "Offers" tab, then select the publication from which you want to Data Destination.

How to Connect Webhooks with Messaggio | Data Source account connection

Click on three dots and select "Webhooks".

In the "Purchase Webhook URL" field, paste the link you copied earlier from the SaveMyLeads system. After that, click "Send Test" to create a test event in the Kajabi system.

If you don't see the "Send test" button, click "Save" and go to the "Webhooks" section again.

How to Connect Webhooks with Messaggio | Data Source account connection
How to Connect Webhooks with Messaggio | Data Source account connection

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

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

How to Connect Webhooks with Messaggio | Data Destination account connection

In the window that opens, enter your Login and Password for your Messaggio account.

How to Connect Webhooks with Messaggio | Data Destination account connection

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

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

How to Connect Webhooks with Messaggio | Data Destination account selection

Now you need to assign variables to the required fields to send data to Messaggio.

Select the required Webhooks data, click on the parameter and it will be assigned to the selected Messaggio field.

First you need to choose Group Messaggio, to which SaveMyLeads will send lead data.

How to Connect Webhooks with Messaggio | Assigning fields
How to Connect Webhooks with Messaggio | Assigning fields

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.

Click "Continue" when you're done with assigning fields.

Please note that you can use not only Webhooks variables, but also manually entered data. Also, all these data can be combined with each other.

How to Connect Webhooks with Messaggio | Assigning fields
How to Connect Webhooks with Messaggio | Assigning fields

Now you can see Test data.

Click "Send test data to Messaggio" and check your Messaggio.

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

In order for data from Webhooks to be transferred multi-venously to Messaggio, click "Finish setup".

How to Connect Webhooks with Messaggio | 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 Webhooks with Messaggio | 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 Webhooks with Messaggio | Enable auto-update

This completes the integration setup between Webhooks with Messaggio! See how easy it is!?

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