Send System and Campaign Notifications to Your Cross-Functional Teams

MS Teams Notifications

Send a chat notification to your Microsoft Teams chat when an Automated Program starts or stops.

Integration Recipe

{
"text": "**Program Name:** Program Name Example \n**Program
Description:** Program Description Example \n**Started on:**
mm-dd-yyyy \n**People Entering Program:** 0 \n**Program Entry
Type:** Manual \n**Schedule:** Pending contacts added manually
\n**Link to Program:** https://example.actonsoftware.com/app/
automation/programs/##-####/program-performance",
"title": "The following Automated Program has started."
}

What should I expect when the webhook is enabled?

Whenever an Automated Program is started or restarted in Act-On, the following message will be sent to the team or channel.

Exchange Data Between Act-On and Other Applications in Your Tech Stack

Zoho CRM Subscription Sync

Update Zoho CRM with a prospect’s subscription state as soon as the prospect opts out of Act-On communications.

Integration Recipe

1. Create a webhook URL from Zoho CRM using Zoho’s Flow Builder. Refer to this documentation for details. 
   • Copy the webhook URL and store it securely.
2. In Act-On, go to Settings > Connectors > Custom Integrations > Outgoing Webhooks.
3. In the Endpoints tab, at the top right, click + Add Endpoint.
4. Enter the URL from the CRM in the Endpoint URL field.
5. Select the event contact-opt.global-opt-out
6. Click Create to save the Endpoint.
7. Test and Enable the Endpoint.

What should I expect when the webhook is enabled?

Whenever a prospect unsubscribes from email communications from Act-On, the subscription field in the CRM will be updated to display the Opted Out state.

Automate Workflows with Activities Occurring Across Different Channels

Use Case: Calendly

Send a personalized email to a prospect scheduling a time for a demo through an appointment application such as Calendly. For example, if the appointment is for a product demo, you can send an email with additional information or resources related to the product or services during the demo call.

Integration Recipe

Contact Incoming Webhook Setup:

1. In Act-On, go to Settings > Connectors > Custom Integrations > Incoming Webhooks.
2. Click + Create Webhook.
3. Provide a name for the webhook.
4. Add a description. This is an optional field but it is recommended you enter details for the function of the webhook.
5. Select Calendly from the Source options.
6. Select Act-On Contacts from the Channels options.
7. Click Create to save your webhook.
8. Copy the Act-On Incoming Webhook URL and store it securely.
9. Skip testing.
10. Create an outgoing webhook subscription in Calendly.
    • This requires an API call. Refer to these instructions on how to create a webhook subscription in Calendly.
11. Return to Act-On and click on the Test option for the created Incoming Webhook.
12. Click on Test.
13. Return to your API builder and send an API request.
14. Review the test result in Act-On.
15. Complete data mappings.
16. Enable the Incoming Webhook in Act-On.

Custom Touch Point Behavior Incoming Webhook Setup:

1. In Act-On, go to Settings > Connectors > Custom Integrations > Incoming Webhooks.
2. Click + Create Webhook.
3. Provide a name for the webhook.
4. Add a description. This is an optional field but it is recommended you enter details for the function of the webhook.
5. Select Custom from the Source options.
6. Select Custom Behavior Touch Points from the Channels options.
7. Click Create to save your webhook (leave Verification and Data Mappings disabled)
8. Copy the Webhook URL and store it securely.
9. Skip testing.
10. Create an outgoing webhook subscription in Calendly.
11. This requires an API call. Refer to these instructions on how to create a webhook subscription in Calendly.
12. Return to Act-On and click on the Test option for the created Incoming Webhook.
13. Click on Test.
14. Return to your API builder and send an API request.
15. Review the test result in Act-On.
16. Complete data mappings.
17. Enable the Incoming Webhook in Act-On.

Automated Program Setup:

1. Create a new Automated Program.
2. Choose a segment that contains Act-On contacts created from the Calendly Webhook.
3. Add a Send Email step with the desired email template and resource assets.
4. Configure the program to enter contacts in real-time (Immediately).

What should I expect when the webhook is enabled?

Whenever a prospect signs up for a demo using a salesperson’s Calendly appointment calendar, they will be immediately sent an email.