What is Poli?
Poli is a customer service platform that integrates WhatsApp, Messenger, Instagram, and Webchat channels, allowing multiple agents, a chatbot, and a sales and payment system.
Use Cases for This Integration
By integrating RD Station Marketing with Poli, you can configure the sending of WhatsApp messages via the Official API within an RD Station automation flow. For example, you can send order status updates and perform notifications via WhatsApp.
Furthermore, all contacts captured during a service interaction will go directly to RD Station Marketing, and likewise, contacts captured in RD Station forms will be saved in the Poli platform.
Integration Type4
Input and Output: This integration sends data from Poli to RD Station Marketing and sends data from RD Station Marketing to Poli.
Notes and Requirements
To integrate the two solutions, you need:
- To be a user of the PRO Plan or higher of RD Station Marketing;
- To be a user of any Poli plan.
What Does This Integration Do?
The integration between Poli and RD Station Marketing allows:
- Sending messages via WhatsApp, all through the Official API, within an RD Station Marketing automation flow;
- Creating events in RD with all stages of chat-commerce (Cart creation, order sending, checkout opening, payment, and failure);
- All contacts you capture during a service interaction will go directly to RD Station Marketing. Likewise, contacts captured in RD forms will be saved in the Poli platform.
This enables configuring the sending of WhatsApp messages via the Official API within an RD Station Marketing automation flow, combining email flows with WhatsApp.
An example of use is sending the status of an order placed in Poli to RD, and if the customer does not pay within 3 days, sending a WhatsApp notification reminding them of the payment.
Step-by-Step to Perform the Integration
- Access the Integrations screen on the Poli platform by clicking Settings > Integrations > RD Station.
- Click Connect (it will not be necessary to choose the integration options yet; all can be edited later).
- On the new screen that opens, authenticate with your RD Station Marketing account.
- A notification will appear on the Poli screen informing that the connection was successful.
- After that, choose the desired integration options using the checkboxes and click Save.
Note: When enabling the option "When a Lead converts in RDStation, Include/Change Contact in Poli", you will need to write the names of the desired events. Only events enabled in this section will send information such as contact name, email, phone, company name, tags, and opportunity owner to the Poli platform.
Sending Messages
To configure message sending, still in Poli, click the Add + button.
Then, select the name of the template registered in Poli (it must already be approved by WhatsApp), and finally click Save Changes.
A Webhook URL will be generated. Copy and paste this URL inside the automation flow in RD Station Marketing, in the Send Leads to Integration workflow action:
Once this is done, whenever a lead meets the conditions of the automation flow, they will receive the WhatsApp notification message defined by you.