Automate WhatsApp Messages for Food and Beverage Inquiries Using Pabbly Connect

Learn how to automate WhatsApp messages for food and beverage inquiries using Pabbly Connect. Step-by-step tutorial to enhance customer engagement. 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 automate WhatsApp messages for food and beverage inquiries, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page.

On this page, you will see options to either sign in or sign up for free. If you are a new user, click on the sign-up option. Existing users should click on the sign-in button to access their accounts. After signing in, select the option to access Pabbly Connect from the dashboard.

2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button to initiate the automation process. You will be prompted to name your workflow; enter a descriptive name such as ‘Send Automated WhatsApp Message for Food and Beverage Products Indiamart Inquiries’.

• Click on the folder where you want to save this workflow.
• After naming your workflow, click on the ‘Create’ button.

This action opens the workflow window, where you can set up triggers and actions. In this case, the trigger will be Indiamart, and the event will be set to new leads. This means that whenever a new inquiry is received through Indiamart, the automation will be triggered.

3. Setting Up the Trigger with Indiamart

In this step, you will configure the trigger application in Pabbly Connect. Select Indiamart as your trigger application and choose ‘New Leads’ as the trigger event. This setup will allow you to receive notifications whenever a new lead is created.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Indiamart account. Go to the lead manager section, select ‘Import/Export Leads,’ and then choose ‘Push API’. Here you will enter ‘Pabbly Connect’ as the CRM platform name and paste the copied webhook URL in the designated field.

4. Configuring the Action to Send WhatsApp Messages

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Search for Vati in the action application options and select it. Choose the action event as ‘Send Template Message’. This will enable you to send automated WhatsApp messages to the leads.

You will need to connect your Vati account by entering the API endpoint and access token from your Vati dashboard. Once connected, map the WhatsApp number field with the lead’s phone number from the trigger step to ensure the message is sent to the correct recipient.

• Select the template you want to use for the message.
• Map any custom parameters needed for personalization, such as the lead’s name.

After filling in all the necessary fields, click on ‘Save’ and send a test request to verify that the integration works smoothly. If successful, you should see a confirmation response.

5. Testing the Integration and Sending Messages

With everything configured, it’s time to test the integration. Perform a test submission on Indiamart to create a new lead. This will trigger the workflow you set up in Pabbly Connect. Check if the automated WhatsApp message is sent to the lead’s number.

Upon successful execution, you should receive a WhatsApp message confirming the inquiry. This automated response enhances customer engagement and speeds up your response time significantly. You can now manage inquiries more efficiently without manual follow-ups.

To summarize, using Pabbly Connect, you have successfully set up an automation that sends WhatsApp messages to leads generated through Indiamart. This integration not only saves time but also improves customer satisfaction.

Conclusion

By using Pabbly Connect, you can automate WhatsApp messages for inquiries related to food and beverage products. This tutorial provides a clear step-by-step process to enhance customer engagement and streamline your workflow efficiently.