Sending Data from Active Campaign to LeadPath
Please complete this first:
https://help.leadpath.ai/article/25-setting-up-your-active-campaign-account
Then go here and add a new webhook:
https://app.leadpath.ai/integrations/incoming-webhooks
Enter a name for this integration (IE: Active Campaign Incoming Partners) + Copy the Trigger URL (We will need it in a second):
Next, open up active campaign's automation-builder and add a webhook module. Paste in the URL you just copied.
IMPORTANT:
- If you are creating a PARTNER, you must ALSO add a custom field (ABOVE the webhook module) called "LeadPath - Workflow - Commission Percentage"
- If you don't want to pay commissions, just put "0" for the Commission Percentage!
- If you are creating a LEAD, no additional custom fields are required.
- If you are creating a SALE, you must ALSO add a custom field (ABOVE the webhook module) called "LeadPath - Workflow - Sale Amount"
To do that, simply add the module under "contacts >> Update a contact":
Then select the desired field from the dropdown:
Next we must add a value for this custom field.
These are treated as NUMERICAL values, so for example...
DON'T type "25%" for the commission-percentage. Just type "25".
DON'T type "$200.45" for the sale-amount. Just type "200.45" (For even numbers, no decimal is necessary. IE: 1997 is fine.)
Click SAVE and it should look something like this. Just remember to add a trigger & publish it when you're ready!!
Next, choose the TYPE of action you'd like to happen when sending data into LeadPath, and copy the custom fields below:
Create Partner:
email: {{request.body.contact.email}}
firstName: {{request.body.contact.first_name}}
lastName: {{request.body.contact.last_name}}
sharePercent: {{request.body.contact.fields.leadpath_workflow_commission_percentage}}
Create Lead:
referralCode: {{request.body.contact.fields.leadpath_lead_intro_referralcode}}
email: {{request.body.contact.email}}
phone: N/A
firstName: {{request.body.contact.first_name}}
lastName: {{request.body.contact.last_name}}
Create Sale:
amount: {{request.body.contact.fields.leadpath_workflow_sale_amount}}
currency: usd
(OR any currency from this list https://help.leadpath.ai/article/6-what-currencies-are-supported. Examples include cad, aud, jpy, etc.)
commission: (leave blank - context below)
(USE THIS FIELD if you want to specify a commission DOLLAR amount for the partner! For example, you can have the commission reward be "200" which will pay the partner $200 commission (and overwrite their usual "%" commission.
For example, if you sell a 2k product and have 5% commission, that would be overwritten and they would earn $200 cash.)
products: N/A
leadId: N/A
leadEmail: {{request.body.contact.email}}
leadPhone: N/A
Once that is complete, just click "SAVE" and you're done! 🙂
Feel free to setup different webhooks & automations for the 3 different actions within LeadPath!