How to Send Automated WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect and WhatsApp Cloud API. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send automated WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This platform will facilitate the integration between IndiaMART and WhatsApp Cloud API.

Once on the Pabbly Connect homepage, you have two options: sign in if you’re an existing user or click on ‘Sign up for free’ if you’re new. New users can benefit from 100 free tasks every month, making it easy to start automating processes.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button located in the upper right corner. Name your workflow, for example, ‘IndiaMART Automation,’ and save it in a relevant folder.

• Click ‘Create’ to proceed to the trigger and action setup.
• Select IndiaMART as the trigger application and ‘New Leads’ as the trigger event.
• This trigger will check for new leads every four hours.

By establishing this workflow, Pabbly Connect will automatically monitor for new leads from IndiaMART, making the process seamless and efficient.

3. Connecting IndiaMART to Pabbly Connect

To connect IndiaMART with Pabbly Connect, click on the connect button and enter your CRM API key. You can find this key in your IndiaMART account settings under ‘CRM API’.

Once you have copied the API key, paste it into the required field in Pabbly Connect and click ‘Save’. After the connection is established, click on ‘Refresh Fields’ to fetch the latest lead data.

4. Setting Up WhatsApp Cloud API in Pabbly Connect

Now, to send the automated WhatsApp message, you need to set up the WhatsApp Cloud API as your action application. Search for ‘WhatsApp Cloud API’ in Pabbly Connect and select the action event as ‘Send Template Message’.

• Click on connect and enter your WhatsApp Cloud API token, phone number ID, and WhatsApp business account ID.
• You can find these details in your Meta for Developers account.
• Once entered, click ‘Save’ to establish the connection.

Setting up the WhatsApp Cloud API correctly ensures that your messages reach the intended leads effectively through Pabbly Connect.

5. Sending Automated WhatsApp Messages

With both IndiaMART and WhatsApp Cloud API connected, it’s time to send your automated message. Select the message template you created for IndiaMART leads. This template should include variables for the lead’s name and other relevant details.

Use the mapping feature in Pabbly Connect to automatically fill in these variables with data from the new lead. This ensures that each message is personalized based on the lead’s information.

Finally, click on ‘Save and Send Test Request’ to send a test message. If successful, you will receive a confirmation that the WhatsApp message has been sent to the lead. This confirms that your automation is functioning properly.

Conclusion

By following these steps, you can easily send automated WhatsApp messages to IndiaMART leads using Pabbly Connect. This integration streamlines communication and enhances lead management, making it a valuable tool for your business.