Learn how to automate WhatsApp messages using Pabbly Connect. Follow this step-by-step tutorial to integrate your applications effortlessly. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To send automated WhatsApp messages, the first step is to set up Pabbly Connect. This powerful automation tool allows you to connect various applications without any coding. Start by visiting the Pabbly website and signing in to your account.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you will see options to create new workflows. Click on ‘Create Workflow’ to begin setting up your automation process.

2. Defining Trigger and Action Applications

In this section, we will define the trigger and action applications in Pabbly Connect. The trigger application will be IndiaM, which receives new inquiries, and the action application will be WhatsApp, where automated messages will be sent.

  • Select IndiaM as the trigger application.
  • Choose the event that starts the automation.
  • Set WhatsApp as the action application.

After selecting the applications, you will need to configure the trigger event. This event will initiate the workflow when a new lead is created in IndiaM. Ensure that you follow the prompts to connect these applications properly.

3. Connecting IndiaM to Pabbly Connect

To establish a connection between IndiaM and Pabbly Connect, you will need to input the Webhook URL provided by Pabbly into the IndiaM settings. This URL acts as a bridge between the two applications.

Log into your IndiaM account and navigate to the lead management section. Here, you will find an option to import or export leads. Click on the three dots and select the ‘Push API’ option. Choose your source and enter the required details.

  • Input your CRM platform name as Pabbly Connect.
  • Paste the Webhook URL copied from Pabbly Connect.
  • Click on ‘Save Details’ to finalize the connection.

After saving the details, return to Pabbly Connect and test the connection to ensure everything is set up correctly. This step is crucial for the automation to work seamlessly.

4. Sending Automated WhatsApp Messages

Now that the connection is established, it’s time to set up the automated WhatsApp messages in Pabbly Connect. You will need to select the WhatsApp account and configure the message template.

In the WhatsApp action settings, choose the message template you want to use. This template will be sent automatically whenever a new inquiry is received from IndiaM. Make sure to personalize the message with dynamic fields like the customer’s name.

Map the customer’s name to the template. Add any additional information you want to include in the message. Test the message to ensure it sends correctly.

After testing, you can activate the workflow. This will enable your automation, allowing you to send WhatsApp messages automatically whenever a new lead is generated.

5. Finalizing the Automation Process

To finalize the automation process in Pabbly Connect, review all the settings and ensure that the trigger and action are configured correctly. Make sure that the Webhook URL is functioning as expected.

Once everything is set, you can click on the ‘Save’ button to activate the automation. This will start sending automated WhatsApp messages whenever there is a new inquiry from IndiaM.

Monitor the workflow to ensure that it is working properly. You can check the logs in Pabbly Connect to see if messages are being sent successfully. If you encounter any issues, revisit the settings to troubleshoot.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect and IndiaM. By following these detailed steps, you can streamline your communication process effectively.