Integrating WhatsApp with India M Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate WhatsApp messages for India M leads using Pabbly Connect. This guide provides a detailed tutorial for interior designers. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for India M leads, you first need to access Pabbly Connect. Visit the Pabbly website and log in to your account. If you are a new user, you can sign up for a free account and explore the features with 100 free tasks every month.

After logging in, navigate to the dashboard. Here, you will see various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

Once in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘Send WhatsApp Messages to India M Leads’ and choose a folder to save it in.

• Click on ‘Create’ to open the workflow window.
• Select ‘India M’ as the trigger application.
• Choose ‘New Lead’ as the trigger event.

This setup initiates the automation whenever a new lead is received from India M, ensuring that you can respond promptly.

3. Connecting India M with Pabbly Connect

To connect India M, you need to copy the webhook URL provided by Pabbly Connect and paste it into your India M account. Navigate to the Lead Manager section in India M, select the ‘Import/Export Leads’ option, and choose ‘Push API’.

In the Push API settings, select ‘Other’ as the source and enter ‘Pabbly Connect’ in the CRM platform name field. Paste the copied webhook URL and click on ‘Save Details’. After saving, you will be prompted to generate an OTP to complete the connection.

4. Sending WhatsApp Messages Using AI Sensi

After successfully connecting India M, the next step is to configure the action application. For this, select AI Sensi in Pabbly Connect to send WhatsApp messages. Choose ‘Send Template Message’ as the action event.

• Connect your AI Sensi account by entering the API key.
• Select the campaign name and the mobile number from the previous response.
• Map the lead’s name for personalized messages.

This setup allows you to send automated, personalized WhatsApp messages to your leads, enhancing customer interaction and response times.

5. Testing Your Workflow in Pabbly Connect

After configuring the workflow, it’s essential to test it to ensure everything operates smoothly. Submit a dummy inquiry through India M to trigger the workflow. This will send a WhatsApp message using the setup you created in Pabbly Connect.

Once the inquiry is submitted, check your WhatsApp for the automated message. If successful, you will receive a confirmation message thanking the lead for their inquiry and providing further assistance. This confirms that your integration is functioning correctly.

Conclusion

This tutorial demonstrated how to automate WhatsApp messages for India M leads using Pabbly Connect. By following these steps, you can streamline communication, improve customer engagement, and efficiently convert leads into clients.