Automate Sending WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to IndiaMART leads with Pabbly Connect in this step-by-step tutorial. Integrate effortlessly! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate sending WhatsApp messages to leads from IndiaMART, first, access Pabbly Connect. This platform enables seamless integration between various applications, including IndiaMART and WhatsApp.

Navigate to the Pabbly Connect website by entering the URL in your browser. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply log in by clicking ‘Sign In’.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow to facilitate the automation process. Click on the ‘Create Workflow’ button to begin.

When prompted, name your workflow appropriately, such as ‘Send WhatsApp Messages to IndiaMART Leads’. Select a relevant folder for your workflow to keep your automations organized.

• Click on ‘Create’ to proceed.
• You will see two main sections: Trigger and Action.
• Understand that the Trigger is what starts the workflow, and the Action is what happens in response.

After setting this up, you are ready to define the trigger and action for your workflow.

3. Setting Up the Trigger with IndiaMART

For this automation, the trigger application is IndiaMART. Select IndiaMART as your trigger app in Pabbly Connect.

Choose the event that will initiate the workflow, which in this case is ‘New Lead’. This means that every time a new lead is generated in IndiaMART, it will trigger the workflow.

• Copy the Webhook URL provided by Pabbly Connect.
• Log in to your IndiaMART account and navigate to the Lead Manager.
• Paste the Webhook URL into the API settings under ‘Push API’.

After saving these settings, your trigger is set up and ready to capture new leads.

4. Setting Up the Action to Send WhatsApp Messages

Next, you need to configure the action that sends WhatsApp messages. In Pabbly Connect, select AI Sensi as your action app to facilitate sending messages via WhatsApp.

Choose the action event as ‘Send Template Message’. This action will send a personalized WhatsApp message to each lead captured from IndiaMART.

Connect your AI Sensi account by adding the API key. Map the phone number and name fields from the captured lead data. Use dynamic variables to personalize each message sent.

After configuring these settings, your WhatsApp messages will be sent automatically whenever a new lead is generated in IndiaMART.

5. Testing the Integration in Pabbly Connect

Finally, it’s essential to test your integration to ensure everything works smoothly. In Pabbly Connect, trigger a test by creating a new lead in IndiaMART.

Once the test lead is created, check if the WhatsApp message is received. This will confirm that the entire workflow is functioning correctly.

If successful, you will see the message sent to the WhatsApp number you configured. This means your automation is now live, and every new lead will receive a personalized message automatically.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to new leads from IndiaMART. This integration streamlines communication and enhances customer engagement effectively.