How to Integrate Pabbly Connect with India M and AI Sensei for Automated WhatsApp Messaging

Learn to use Pabbly Connect to automate WhatsApp messages from India M inquiries using AI Sensei. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, you first need to access the platform. Navigate to the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once on the site, sign in to your existing account or sign up for a new account to receive 100 tasks free monthly.

After signing in, you will be directed to the dashboard. Here, click on the Pabbly Connect option to access the automation features. This is where you will create workflows that connect your applications, such as India M and AI Sensei.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow and select a folder to save it in. For this integration, name the workflow ‘Send Automated WhatsApp Message for Healthcare and Medical Equipment to India M Leads’ and choose your desired folder.

• Click on the ‘Create’ button to initiate the workflow.
• Select ‘India M’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.

Once you have set the trigger, Pabbly Connect will generate a webhook URL. This URL will be used to connect India M with Pabbly Connect, facilitating the automation process.

3. Connecting India M with Pabbly Connect

To connect India M with Pabbly Connect, you will need to access your India M account. Navigate to the Lead Manager, click on the three dots, and select ‘Import/Export Leads.’ From there, choose the ‘Push API’ option.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL generated by Pabbly Connect.

After saving the details, you will need to generate an OTP to complete the connection. Enter the OTP received on your registered mobile number to finalize the setup. This step ensures that your India M account is securely linked to Pabbly Connect.

4. Sending Inquiries and Checking Responses in Pabbly Connect

Once the connection is established, you can send inquiries through your India M profile. For example, submit a query regarding purchasing medical equipment. After submission, check your Pabbly Connect dashboard to confirm that the inquiry has been received.

Pabbly Connect will display a success message along with the unique query ID and the details of the inquiry. This confirms that the automation is working correctly and that inquiries are being captured by Pabbly Connect.

5. Setting Up Action with AI Sensei in Pabbly Connect

In this final step, you will set up the action application using AI Sensei to send WhatsApp messages. Choose AI Sensei as your action application and select ‘Send Template Message’ as the action event.

Connect your AI Sensei account by entering the API key obtained from your AI Sensei dashboard. After connecting, you will need to fill in the campaign details, including the campaign name and template parameters. Mapping the data from the inquiry is crucial for sending personalized messages through Pabbly Connect.

Conclusion

Using Pabbly Connect, you can effectively automate WhatsApp messaging for inquiries received through India M. This integration streamlines communication and enhances efficiency in responding to leads. Automate your processes today with Pabbly Connect!