How to Create WhatsApp Bot and Adobe Campaign Connection

This guide walks you through the complete process of connecting a WhatsApp Bot (Source) to HubSpot (Destination) using the sysConnector platform. Once configured, user responses collected via WhatsApp will sync automatically into HubSpot.

Step 1: Create a New Connection

1. Log in to the sysConnector.

2. Click Create Connection.

Step 2: Configure WhatsApp Bot as the Source

Select WhatsApp Bot

• Choose WhatsApp Bot from the app list

• Click Next

• Choose a bot

• Select which bot to use for this connection from the dropdown

• Click Next

How to Create a WhatsApp Bot Automation

1. Go to the Automation tab in sysConnector

2. Click WhatsApp Bot → Create WhatsApp Bot

1. Fill in the bot details:

   • Bot Name

   • Welcome Message

   • Thank You Message

2. Add your questions:

   • Question Text

   • Field Name (use lowercase and underscores only)

   • Field Type (e.g., text, number, email)

   • Required (Yes/No)

3. Add as many questions as needed

4. Click Create to finish the bot automation

Enter Twilio Configuration

You will need to provide:

• Twilio Account SID

• Twilio Auth Token

• WhatsApp Business Number

• Webhook URL

• Check the box “I have added this webhook URL to my Twilio account”

Account Naming

Account Name *

• Give this account a name to easily identify it in your connected accounts
  Example: WhatsApp Bot Sales

Connect WhatsApp Bot

• Click Connect WhatsApp Bot

• Once successful, you will see: App Connected – Your WhatsApp Bot has been connected successfully

• Click Next to proceed

Step 3: Configure Adobe Campaign as the Destination

• Select Adobe Campaign as the Destination App.

1. Enter a Destination Account Name
   Example: Adobe Campaign Client Staging or Adobe Prod.

2. Enter required credentials:

   • Tenant ID

   • Client ID

   • Client Secret

3. Click Connect to Adobe Campaign Standard to verify access.

Step 4: Define Connection Settings

1. Connection Name
   Use a clear, descriptive name such as:
   WhatsApp Lead Sales 2026

2. Project Selection
   Choose an existing Project (folder) or use Unassigned.

3. Sync Frequency
   Select Event Space to enable real-time syncing when a lead is submitted.

Step 5: Field Mapping and Data Transformation

This step defines exactly how data collected in WhatsApp is translated, formatted, and delivered into Adobe Campaign. Proper configuration here ensures clean data, accurate reporting, and successful campaign automation.

5.1 Basic Field Mapping

This section establishes a direct relationship between WhatsApp fields (source) and Adobe Campaign fields (destination).

Process:

• For each data point, select the WhatsApp field on the left.

• Map it to the corresponding Adobe Campaign field on the right.

Example:

• WhatsApp field Name → Adobe Campaign field First Name

• WhatsApp field Email → Adobe Campaign field Email

If a required Adobe Campaign field is not mapped, records may fail to sync or be rejected.

5.2 Using Custom Text

The Custom Text feature allows you to send a fixed value that does not exist in the WhatsApp itself.

Common Use Case:

• Create a field in Adobe Campaign called Lead Source

• Use Custom Text to automatically populate it with WhatsApp for every lead coming through this connection

This is especially useful for campaign tracking, reporting, and segmentation.

5.3 Custom Transformations (Merging and Formatting)

Custom transformations allow you to manipulate or enhance data before it reaches Adobe Campaign, which is useful when the data structures between systems do not align perfectly.

Merge Fields

• You can select multiple WhatsApp fields and combine them into a single Adobe Campaign field.

• You may apply a divider (comma, dash, pipe, etc.) between values for readability.

Example:
If your WhatsApp contains separate columns for First Name and Last Name, you can merge them into a single Full Name field in Adobe Campaign (e.g., John Doe).

Prefix and Postfix

You can add text before (prefix) or after (postfix) a value.

Example:

• Prefix: WA-

• Result: WA-john.doe@email.co

This is useful for tagging, internal labeling, or adding context to incoming data.

5.4 Data Type Conversion

In some cases, WhatsApp sends data in a format that does not match the required data type in Adobe Campaign.

Example:

• WhatsApp sends a value as Text

• Adobe Campaign requires an Integer

How sysConnector Handles This:

• During testing, sysConnector automatically detects mismatched data types.

• Since Adobe Campaign field types are fixed, you must adjust the Source Type in sysConnector to match the destination field.

This ensures records are accepted and processed correctly.

5.5 Mandatory Testing and Validation

Before a connection can be activated, mapping must be tested successfully.

Process:

1. Enter sample test data for every mapped field.

2. Click Test Mapping.

3. The system validates formatting (e.g., email fields must contain valid email formats).

4. After a successful test, log in to Adobe Campaign and confirm the test record appears correctly.

Activation is blocked until testing passes.

Step 6: Testing and Activation

1. Enter sample test data and click Test Mapping.
   This step is mandatory before activation.

2. Log in to Adobe Campaign and confirm the test data was received correctly.

3. Click Save and Activate to begin live syncing.

Managing Your Connection

Monitoring

Go to Reports to view:

• Successful lead transfers

• Failed sync attempts

• Logs from the last 24 hours to 30 days