Integrating Leads with Pabbly Connect: A Step-by-Step Guide

Learn how to use Pabbly Connect to automate WhatsApp messages for leads from India Mart. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating your lead management process, you first need to access Pabbly Connect. This integration platform allows you to connect various applications effortlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are new, you can sign up for free and get 100 tasks every month.

After signing in, you will see the dashboard displaying all Pabbly applications. Click on the Pabbly Connect icon to proceed. This will take you to the Pabbly Connect dashboard where you can create a new workflow for automating WhatsApp messages based on inquiries received from India Mart.

2. Creating a New Workflow in Pabbly Connect

To set up your automation, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow and select a folder for organization.

• Name your workflow appropriately, such as ‘Send WhatsApp Message on India Mart Leads’.
• Choose a folder from the dropdown menu to save your workflow.

After inputting the necessary details, click the ‘Create’ button. This will establish a new workflow where you can define triggers and actions, crucial components for automating your lead responses.

3. Setting Up the Trigger for New Leads

In this step, you will configure the trigger in Pabbly Connect to capture new leads from India Mart. In the workflow interface, select India Mart as your trigger application and choose the trigger event as ‘New Leads’. This ensures that every new lead generated will initiate the automation process.

Once you select the trigger application, Pabbly Connect will provide you with a unique webhook URL. This URL is essential for connecting India Mart to Pabbly Connect. Copy this URL and proceed to your India Mart account.

• Log in to your India Mart account and navigate to the Lead Manager section.
• Go to Import and Export Leads and select Push API.
• Paste the webhook URL in the specified field and save the details.

After saving, you will see a confirmation that the webhook is successfully added. This indicates that your India Mart account is now connected to Pabbly Connect, and you can proceed to test the connection by generating a test lead.

4. Testing the Connection with a Test Lead

To ensure that the integration works correctly, you will need to generate a test lead on India Mart. Navigate to the product you want to inquire about and fill in the inquiry details. Once you submit the inquiry, the test lead will be created.

Return to your Pabbly Connect workflow and check if it has captured the response from the test lead. You should see all the details such as the lead ID, name, and inquiry message in the workflow response. This confirms that the connection between India Mart and Pabbly Connect is functioning properly.

Once the test lead is captured, you can proceed to set up the action step that will send a WhatsApp message to the lead, further automating your response process.

5. Sending WhatsApp Messages Using AI Sensei

The final step is to configure the action in Pabbly Connect to send WhatsApp messages. Select AI Sensei as the action application and choose the action event as ‘Send Template Message’. This will allow you to utilize a pre-defined message template for your leads.

Before sending the message, you need to connect your AI Sensei account by providing the API key. After establishing the connection, you will need to set up the campaign with the template you created earlier. Input the template name and ensure that the mobile number and lead’s name are mapped correctly from the previous step.

Map the mobile number from the captured lead response. Insert the lead’s name into the template parameters for personalization.

Once all fields are filled out, click on ‘Save and Send Test Request’. If configured correctly, you will receive a WhatsApp message on your number confirming the successful automation of sending messages to new leads.

Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp messaging for leads from India Mart streamlines the communication process. This tutorial guides you through each step, ensuring a seamless integration that enhances your business’s efficiency and responsiveness to inquiries.