Guni facilitates you to integrate and connect with several CRMs so that you can use them side by side with Guni. Active Campaign is one those CRMs.

Workflow

• Open your Active Campaign account.
• Select ‘Automations‘ from the navigation menu.
• Click on ‘Create an automation‘.

• Choose a Recipe for your workflow.

Here we will be creating from Scratch, you can choose any.

• Add Trigger for Workflow.
• Choose the Trigger condition.

We will be choosing Contact field changes as trigger, you can choose any.

• Provide the changes for the chosen field as trigger.
• Click on ‘Save’.
• You can add more triggers if needed.

• Click on ‘+’ to add action.

• Add An Action panel will appear.
• Search ‘Guni SMS’ in it.
• You will find ‘Guni SMS’ app, click on it.

• Enter your account ‘API token’.
• Click on ‘Connect’.

• Choose Sender ID as your message sender.
• Enter the message you need to send as action.
• Add personalisation if needed.
• Click on ‘Finish’.
• You can Add more actions if needed.

• Active Your Workflow if you need it working right way.
• Otherwise, you can do that later when needed.
• You can Name the Workflow as well.

• Your workflow is ready and will work as per your configuration.