How ActiveCampaign Customers Use WhatsApp for Customer Acquisitions and Activation

Customers are more likely to stay in a conversation when they can act immediately in a convenient channel. WhatsApp provides that convenience—letting people book appointments, confirm orders, or get answers right from their pocket, without waiting on support calls or sifting through an email inbox. With adoption soaring globally, businesses are discovering that WhatsApp is a channel they can’t ignore.

ActiveCampaign’s WhatsApp marketing software helps teams to take advantage of these conversations and build them into scalable, automated experiences. Our customers use WhatsApp to route inquiries, follow up automatically, and manage every conversation in a single inbox, all while keeping the personal touch.

In this article, we’ll share the stories of seven customers growing with ActiveCampaign WhatsApp messaging, and give you practical tips for how to match their success.

Contalink helps independent accountants and SMB accounting teams in Mexico save up to 80% of their time by automating complex processes like payroll, SAT connections, and CFDI management. From early on, WhatsApp played a central role in how they acquired customers and guided them to activation.

Initially, each salesperson managed their own WhatsApp Business number via mobile or WhatsApp Web. While this worked in the early days, it quickly became unsustainable as lead volume increased. Several challenges surfaced:

• Disjointed experiences: Customers were messaged from different numbers and didn’t know who to contact.
• No visibility or standardization: Conversations lived on individual devices with no way to monitor, reassign, or align messaging.
• Heavy manual work: Repetitive tasks drained time and limited focus on high-value interactions.
• Slow initial response times: With each rep juggling their own inbox, replies averaged 1 hour, hurting conversions.

To scale WhatsApp without losing speed or personalization, Contalink adopted ActiveCampaign’s WhatsApp marketing software. They leveraged platform features designed specifically for high-volume, conversational engagement:

• Multi-Agent Inbox: Now a single WhatsApp number feeds into one shared inbox inside ActiveCampaign. Teams can see every conversation, assign or reassign chats, view message history, and reply in real time. This eliminates fractured communication and creates a consistent, branded experience for every customer.
• Flows (Automations for WhatsApp): Contalink built automation steps directly into WhatsApp journeys—qualification questions, document requests, reminders, and follow-ups. These Flows run automatically in the background and appear to customers as natural WhatsApp messages, reducing manual work and ensuring no lead stalls.
• API Integration: Using ActiveCampaign’s API, Contalink connected their product so customers can complete accounting actions directly in chat. Users can request tax documents and download them instantly inside WhatsApp, removing the need to visit portals or log in elsewhere.

This approach reduced friction for both customers and staff. Clients receive quick answers to important requests in one trusted conversation thread, and routine tasks were automated to reduce the manual lift for the team.

Their results were clear:

• Conversion rates increased 50% in four months.
• First response time dropped from 1 hour to 15 minutes.

Implementing ActiveCampaign shifted WhatsApp from a manual communication tool to Contalink’s scalable operational backbone; supporting sales, activation, and core product actions.

AgendaPro supports service-based businesses across Latin America. Operating across multiple countries and time zones, the team needed a way to engage users consistently without relying on email, which often went unread.

LATAM has one of the highest WhatsApp adoption rates globally, making this messaging channel a clear choice for communication and support. Using ActiveCampaign, AgendaPro centralized WhatsApp conversations in a shared inbox and built Flows to automate key lifecycle moments, including:

• Automated onboarding: Step-by-step WhatsApp messages guide setup and platform adoption.
• Reactivation: Timely prompts nudge users to engage without manual effort.

These workflows run automatically but feel conversational, allowing users to respond or take action directly from the message.

By using WhatsApp as a core engagement channel, AgendaPro reduced friction for their customers. Now, more businesses complete setup, adopt scheduling features faster, and stay active—critical where fast engagement directly impacts revenue.

Sofia provides digital health insurance services where speed, clarity, and trust are critical. Before WhatsApp, patients often faced long phone queues, confusing handoffs, and repeated questions—slowing access to insurance quotes or policy support.

With ActiveCampaign’s WhatsApp marketing software, Sofia introduced a WhatsApp chatbot that asks a small set of qualifying questions and uses Flows to route each conversation to the right team: sales for insurance quotes or support for policy inquiries. Conversations land in a shared inbox, giving teams full visibility into ownership, response times, and message history.

Because everything happens in one persistent WhatsApp thread, patients don’t need to repeat themselves, and teams can follow up on pending cases with confidence. The result is faster triage, clearer accountability, and a more human healthcare experience—without the friction of phone trees or email chains.

Balam enables customers to send funds across Latin America, a process that is often slow, confusing, and expensive. Previously, users had to navigate multiple apps, logins, and verification steps.

With ActiveCampaign, Balam built WhatsApp Flows that guide customers through transfers step by step, providing real-time updates and confirmations within the chat. All conversations are centralized, giving the team visibility and allowing quick intervention if issues arise.

By keeping payments entirely within WhatsApp, Balam provides an already-trusted channel that helps users avoid extra fees. Transfers that once took days now happen in minutes, and users stay informed and confident throughout the process.

For online learning platform TripleTen, email wasn’t cutting it. With instant messaging channels gaining traction in education environments globally, students are increasingly unlikely to check email inboxes. Important reminders were being buried, and engagement dropped after the initial onboarding excitement had faded. Missing webinars, forgotten assignments, and low feedback rates were common challenges.

Using ActiveCampaign, TripleTen created automated Flows that deliver:

• Personalized reminders for upcoming webinars and assignments.
• Check-ins and encouragement messages to maintain motivation.
• One-tap access to resources, webinars, and feedback surveys.

All messages appear in a shared inbox, giving staff visibility into interactions and making follow-ups seamless.

By reaching students in a familiar, conversational channel, TripleTen reduces drop-off, increases engagement, and collects feedback more effectively—all while automating repetitive communication so the team can focus on the highest-value student support.

Kredi helps prospective homeowners access tailored mortgage quotes, but the process is often slow and confusing. Customers previously waited days for quotes, repeated information across departments, and navigated complex message chains.

With ActiveCampaign, Kredi automated qualification and routing while keeping interactions personal. Here’s what that looks like:

• Chatbot “Andrea” collects customer information and profiles leads automatically.
• Smart routing via Flows directs conversations to the right specialist based on customer needs.
• Shared inbox visibility ensures all interactions are tracked, reducing repeated questions.
• Instant messaging for quotes and approvals allows customers to act quickly without delays.

This combination of automation and personal messaging helped Kredi speed up responses and recover unfinished requests, delivering measurable improvements across a once frustrating process:

• 80% recovery of unfinished requests.
• 99% delivery rate for authentication messages.
• 30% faster resolution of customer inquiries.

Carvuk helps customers book home automotive services, but scheduling often required phone calls during business hours. Customers frequently missed appointments or forgot service times, leading to delayed repairs and frustration. Manually sending quotes and confirming payments added extra friction for both staff and clients.

With ActiveCampaign’s WhatsApp marketing software, Carvuk digitized these processes:

• Automated reminders and confirmations provide customers with timely notifications and enable rescheduling or cancellations with a single tap.
• Instant quote delivery and approvals are sent via WhatsApp, allowing immediate action.
• Shared inbox visibility helps staff to track conversations, follow up efficiently, and reduce administrative overhead.

WhatsApp has become the central touchpoint for Carvuk, and keeps their scheduling process clean and convenient.

The companies highlighted here show that WhatsApp works best when it’s more than a messaging channel. You should be designing conversations that are fast, clear, and actionable, while blending automation with human attention.

Here’s what top ActiveCampaign customers do to get it right:

• Keep conversations unified with a single WhatsApp number: Ensure customers always know where to reach you. A shared number, managed through ActiveCampaign’s Multi-Agent Inbox, avoids confusion and keeps conversations consistent.
• Automate early steps, humanize the rest: Use Flows to handle qualification, document requests, reminders, or reactivation campaigns automatically. Reserve human agents for high-value interactions where a personal touch matters.
• Design short, conversational messages: WhatsApp isn’t email. Keep messages brief, friendly, and easy to respond to, reducing friction and encouraging engagement.
• Use buttons, quick replies, and message templates: Interactive elements streamline responses, shorten customer journeys, and make CTAs obvious—just like TripleTen uses one-tap webinar links.

• Measure response time relentlessly: Speed matters. Track metrics in ActiveCampaign to reduce first response time—faster replies consistently drive higher conversions.
• Keep context alive with a shared inbox: Ensure agents can see full conversation history so customers never repeat themselves, improving satisfaction and operational efficiency.
• Integrate WhatsApp into your product experience: Go beyond messaging. Contalink lets users download tax documents directly in chat. Think about ways your product can live inside WhatsApp to create true conversational experiences.

Mastering these strategies turns WhatsApp into a high-impact engine that drives real results for both teams and customers.

When used correctly, WhatsApp is a conversation engine. To handle WhatsApp at scale without losing personalization, teams need tools built for both conversation and coordination.

ActiveCampaign equips sales, marketing, and support teams to move beyond one-off messages with:

• A centralized WhatsApp inbox that scales with your team: One WhatsApp number, unlimited agents, seamless conversation routing.
• Automation built for conversational journeys: Flows collect information, score leads, route queries, and send follow-ups automatically.
• Higher visibility and coordination across teams: Sales, support, onboarding, and operations all share the same conversation history.
• Flexible API for deeper product experiences: Trigger automations, send documents, or extend product actions into WhatsApp.
• Real metrics and insights: Track delivery rates, response times, lead progression, and automated actions.
• Global reliability and compliance: WhatsApp templates, opt-in guidance, and message routing fully supported.

Whether it’s guiding customers through onboarding, closing sales faster, or automating routine tasks, ActiveCampaign helps to turn WhatsApp into more than a broadcast tool.

Don’t just push messages—pull customers into action. Start a free trial to explore what you can do with ActiveCampaign WhatsApp marketing software.