Learn how to automate WhatsApp messages for IndiaMART leads using Pabbly Connect. This step-by-step guide walks you through the integration process. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Integration
To start sending WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect, then navigate to the landing page. You will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to get started with 100 free tasks every month.
As an existing user, click on ‘Sign In’. Once signed in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin creating your workflow. This is essential as it allows you to connect IndiaMART and WhatsApp seamlessly.
2. Create a Workflow in Pabbly Connect
After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Send WhatsApp Message to IndiaMART Leads’ and save it in your preferred folder. This step is crucial as it organizes your workflows effectively.
- Click on ‘Create’ to open the workflow window.
- Select ‘IndiaMART’ as your trigger application.
- Choose ‘New Leads’ as the trigger event.
Once you have set up the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your IndiaMART account with Pabbly Connect. Copy this URL as you will need it in the next steps.
3. Set Up IndiaMART Integration
Log in to your IndiaMART account and navigate to the Lead Manager section. Click on the three dots menu and select ‘Import/Export Leads’ followed by ‘Push API’. This is where you will connect IndiaMART to Pabbly Connect.
- Select ‘Other’ as the source.
- Enter ‘Pabbly Connect’ as the CRM platform name.
- Paste the copied webhook URL into the Webhook Listener URL field.
After saving the details, you will be prompted to generate an OTP. Click on ‘Click to Generate OTP’, enter the OTP when received, and click ‘Submit’. This connects your IndiaMART account with Pabbly Connect successfully.
4. Test Submission to Capture Webhook Response
To ensure the integration works, you need to generate a test lead in your IndiaMART account. Go to the product or service linked with your workflow and submit an inquiry. This action will trigger the webhook and send data to Pabbly Connect.
Fill in the inquiry details including your requirements. Submit the inquiry to generate a lead. Check if Pabbly Connect captures the lead information.
Once you submit the inquiry, return to your Pabbly Connect workflow. You should see the captured response, confirming that the integration is functioning correctly. This step is vital to ensure that your automation will work when actual leads come in.
5. Send WhatsApp Message Using Pabbly Connect
Now that you have set up the trigger, it’s time to send an automated WhatsApp message. Select ‘AI Sensei’ as your action application in Pabbly Connect and choose ‘Send Template Message’ as the action event. This allows you to send personalized messages to leads.
Connect your WhatsApp account by entering the API key from your AI Sensei account. Map the mobile number and name fields from the previous response. Customize your message template for a personalized touch.
After mapping the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will see a success message confirming that the WhatsApp message has been sent. This finalizes your integration, allowing you to automatically send messages to IndiaMART leads through Pabbly Connect.
Conclusion
This tutorial demonstrated how to integrate WhatsApp with IndiaMART leads using Pabbly Connect. By following these steps, you can automate responses and enhance customer engagement for your stationery and office supplies business.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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