UPDATE 02 MAY 2023: I have determined that Funnelkit Automation webhook received trigger is unreliable, with some POST requests never entering the automation. Therefore, I have implemented the same automations using Uncanny Automator.
Uncanny Automator is a WordPress plugin with a deep integration with Funnelkit CRM allowing us to perform actions on contacts, such as applying certain tags.
Note: Below is an explanation of how the automations were implemented using Funnelkit Automations - I built the same automations using Uncanny Automator.
We have 2 automations set up for this purpose:
Whenever an email is received on: [email protected] email address, then a POST request is sent to Funnelkit Automations webhook trigger (the POST request is sent from Mailgun). This is the point where this automation starts.
From this point, we try to match the email address from the POST request to a contact in Funnelkit Automations. If a contact is found, we will tag this contact with the “Email Reply” tag.
Whenever an SMS is received to any number in Twilio, a POST request is sent to Funnelkit Automations webhook trigger (the POST request is sent from Twilio).
From this point, we try to match the phone number from the POST request to a contact in Funnelkit Automations. If a contact is found, we will tag this contact with the “SMS Reply” tag.
For each automation that we set up, we set a goal of the automation to be an “SMS reply” or “Email reply” tag. That way, regardless of what step the contact is in the automation, right after the contact is tagged with any of these tags, the automation will finish as the “goal is completed”.