Integrating Trade India with WhatsApp Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate WhatsApp messages to new leads from Trade India using Pabbly Connect. Follow this detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages to new leads from Trade India, first access Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. If you are new, click on ‘Sign Up Free’ to create an account in just a couple of minutes.

For existing users, simply click ‘Sign In’. Once logged in, you will reach the all apps page. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard where you will create your automation workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Trade India to WhatsApp’. Select a folder for your Pabbly account to organize this automation.

• Click ‘Create’ to open the workflow.
• You will see two windows: the trigger window and the action window.

In this workflow setup, the trigger window will connect your Trade India account to Pabbly Connect. This connection ensures that whenever a new lead is captured in Trade India, it will reflect in your Pabbly Connect workflow.

3. Setting Up the Trigger with Trade India

In the trigger window, choose Trade India as the app. Select the trigger event as ‘Capture Leads’. Click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your Trade India User ID, Profile ID, and Key to establish this connection. using Pabbly Connect

To retrieve these details, go to your Trade India dashboard, navigate to the left sidebar, and click on ‘My Inquiry API’. Copy the necessary details and paste them into the Pabbly Connect fields. Click ‘Save’ to connect the accounts.

4. Integrating WhatsApp Cloud API

Now, in the action window, search for WhatsApp Cloud API and select it. Choose the action event as ‘Send Template Message’. Click ‘Connect’ and select ‘Add New Connection’. Enter your WhatsApp Cloud API Token, Phone Number ID, and WhatsApp Business Account ID. using Pabbly Connect

• You can find these details in your WhatsApp Cloud API account dashboard.
• Ensure your token is valid; you may need a permanent access token.

After entering the details, click ‘Save’. Next, you must select the template message you created in WhatsApp Cloud API. Make sure to get your message template approved by Facebook before using it in Pabbly Connect.

5. Finalizing the Integration and Testing

After setting up the WhatsApp integration, map the recipient’s mobile number from the Trade India trigger response to the WhatsApp Cloud API action step. Ensure the number is formatted correctly without the ‘+’ sign. using Pabbly Connect

For additional customization, you can send documents alongside your WhatsApp message. Enter the document URL in the header document URL field and specify the file name. Map any dynamic fields such as the lead’s name and product name appropriately.

Once all fields are filled, click ‘Save and Send Test Request’ to test your automation. You should receive a WhatsApp message at the specified number containing the lead’s details and any attachments included.

Conclusion

This tutorial demonstrated how to automate WhatsApp messages to new leads from Trade India using Pabbly Connect. By following these steps, you can efficiently nurture leads and enhance communication with your potential customers.