How to Send WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to IndiaMART leads for interior designing using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending WhatsApp messages to IndiaMART leads, we first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing the URL into your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. This process only takes a couple of minutes and provides you with 100 free tasks each month to explore the platform.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow.

• Name your workflow: ‘Send WhatsApp Message to IndiaMART Leads’.
• Select a folder for organization.

Once you have named your workflow, click ‘Create’. You will see two main sections: Trigger and Action. The trigger is set to activate when a new lead is received via IndiaMART, while the action will be to send a WhatsApp message using Pabbly Chatflow.

3. Setting Up IndiaMART Integration in Pabbly Connect

To connect IndiaMART with Pabbly Connect, select IndiaMART as the trigger application. Then, choose the trigger event as ‘New Lead’. This setup allows the workflow to initiate whenever a new lead is generated on IndiaMART.

Next, copy the webhook URL provided by Pabbly Connect. This URL must be inserted into your IndiaMART account to facilitate data transfer. Navigate to your IndiaMART account, go to Lead Manager, and select the Push API option to deactivate any existing webhook and add the new one.

• Deactivate existing webhook by entering the OTP sent to your registered phone.
• Paste the copied webhook URL and save the details.

Once the webhook is set up successfully, return to Pabbly Connect. You will see that it is now waiting for a webhook response, indicating that the integration is ready for testing.

4. Testing the Integration with a Dummy Lead

To test the integration, submit a dummy inquiry through your IndiaMART account. This step will help confirm that the connection between IndiaMART and Pabbly Connect is functioning correctly.

Open an incognito window and submit the inquiry as a new lead. Ensure that all necessary details such as name, email, and phone number are filled out. After submitting, you should receive a thank you message confirming the inquiry submission.

Check the IndiaMART account to confirm the lead has been recorded. Return to Pabbly Connect to ensure the lead details have been captured successfully.

Verify that the lead details, including the inquiry message, appear in Pabbly Connect. This confirms that the integration is working and ready for the next step.

5. Sending WhatsApp Messages Using Pabbly Chatflow

With the integration successfully tested, the next step is to set up the action to send WhatsApp messages. Select Pabbly Chatflow as the action application in Pabbly Connect and choose the action event ‘Send Message’.

To establish the connection, you will need to provide your WhatsApp Cloud API details, including the access token and phone number ID. Once connected, you can create a message template that will be used to send personalized messages to each lead.

Create a message template that includes dynamic variables for personalization. Map the recipient’s phone number and name from the lead details captured earlier.

Finally, send a test message to ensure everything is configured correctly. Check your Pabbly Chatflow inbox to confirm the message was sent successfully. This setup ensures that every new lead from IndiaMART receives an instant WhatsApp message, enhancing your response time and customer engagement.

Conclusion

Using Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads streamlines your communication process. By following the steps outlined, you can efficiently manage inquiries and enhance customer interaction.