Automate WhatsApp Messages to IndiaM Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to IndiaM leads using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start this automation process, you will need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly, including IndiaM and AI Sensei. Begin by visiting the Pabbly Connect website and signing in with your existing account or signing up for a new account.

Once logged in, navigate to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to initiate the setup process for sending automated WhatsApp messages to IndiaM leads.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect specifically for sending WhatsApp messages. First, give your workflow a name, such as ‘Send WhatsApp Message to IndiaM Leads’. Select the appropriate folder for your workflow.

• Name your workflow accurately for easy identification.
• Choose a folder to keep your workflows organized.

After naming your workflow, you will see two boxes for setting up the trigger and action. The trigger will be set to IndiaM, where you will receive new inquiries, while the action will involve sending messages through AI Sensei.

3. Setting Up the Trigger with IndiaM

Now that your workflow is created, it is time to set up the trigger using Pabbly Connect and IndiaM. Select IndiaM as your trigger application and choose ‘New Leads’ as the trigger event. This setup ensures that whenever a new lead is generated, the automation will kick in.

To connect IndiaM with Pabbly Connect, you will receive a webhook URL. This URL acts as a bridge between IndiaM and Pabbly Connect, allowing data to flow seamlessly. Copy this webhook URL and proceed to your IndiaM account to set up the connection.

• Navigate to the Lead Manager in IndiaM.
• Select ‘Import/Export Leads’ and then ‘Push API’.
• Enter the CRM platform name as Pabbly Connect and paste the webhook URL.

After saving the details, generate an OTP to finalize the connection. Once entered, your IndiaM account will successfully connect to Pabbly Connect.

4. Testing the Connection in Pabbly Connect

With the connection established, it is crucial to test it using Pabbly Connect. Go back to the Pabbly Connect dashboard and look for the webhook response section. Here, you will see a message indicating that Pabbly Connect is waiting for a response.

To test the connection, initiate a test submission from your IndiaM account. By clicking the ‘Test Your Webhook Listener URL’ option, you will send a test lead to Pabbly Connect. This will confirm whether the integration is working correctly.

Go to IndiaM and perform a test submission. Check Pabbly Connect for the received response. Ensure the status indicates success.

If successful, you will see the details of the test lead in your Pabbly Connect dashboard, confirming that the integration is functional.

5. Sending Automated WhatsApp Messages with AI Sensei

Now that the connection between IndiaM and Pabbly Connect is successful, it’s time to set up the action to send WhatsApp messages using AI Sensei. Select AI Sensei as your action application and choose ‘Send Template Message’ as the action event.

To configure the action, you will need to connect AI Sensei with Pabbly Connect by entering your API key. This key can be generated from your AI Sensei account under the manage section. Copy the key and paste it into Pabbly Connect to establish the connection.

Enter the campaign name and select the template message you have created. Map the mobile number field from the lead data received from IndiaM. Ensure to map any custom variables as needed.

Once all details are entered, click on ‘Save and Send Test Request’. You should receive the WhatsApp message on your phone, confirming that the automation is working as intended.

Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages to IndiaM leads using Pabbly Connect. By setting up triggers and actions, you can streamline your communication process effectively. This integration not only saves time but also enhances your lead management capabilities.