How to Get IndiaMART Lead Details on WhatsApp Automatically Using Pabbly Connect

Learn how to automatically receive IndiaMART lead details on WhatsApp using Pabbly Connect. This step-by-step tutorial covers the entire integration process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for IndiaMART and WhatsApp Integration

To access Pabbly Connect for integrating IndiaMART with WhatsApp automatically, start by navigating to the Pabbly Connect website. Once there, sign in to your existing Pabbly Connect account or create a new one if you are a new user. Pabbly Connect allows you to automate tasks seamlessly, and you can get 100 free tasks every month. using Pabbly Connect

After signing in, select the option to access Pabbly Connect. You will see the Pabbly Connect dashboard, which provides various application integrations. Click on the button labeled ‘Create Workflow’ to initiate the setup. This is where you will define how Pabbly Connect will facilitate the integration between IndiaMART and WhatsApp.

2. Creating a Workflow in Pabbly Connect

When creating a workflow in Pabbly Connect, you need to name it appropriately. For this integration, name your workflow ‘Get IndiaMART Lead Details on WhatsApp Automatically’. After naming your workflow, select a folder to save it in, such as the ‘IndiaMART Automations’ folder. using Pabbly Connect

• Click on ‘Create’ to finalize the workflow setup.
• You will see two sections: Trigger and Action. The trigger is the event that starts the workflow, and the action is what happens as a result.

In this case, the trigger application is IndiaMART, and the action application is WhatsApp Cloud API. By setting these two components, you enable Pabbly Connect to notify you via WhatsApp whenever a new lead is generated in IndiaMART.

3. Configuring the Trigger Step in Pabbly Connect

To set up the trigger step, click on the arrow next to the trigger section. Select IndiaMART as the trigger application and choose ‘New Leads’ as the trigger event. This configuration tells Pabbly Connect to monitor for new leads generated in your IndiaMART account. using Pabbly Connect

Next, click on ‘Connect’ and then ‘Add New Connection’. You will need to input your CRM key from your IndiaMART account to establish a connection. Access your IndiaMART account, navigate to your profile, and go to settings. From there, click on ‘Account Settings’ and find the ‘CRM API’ section to generate your CRM key.

4. Configuring the Action Step in Pabbly Connect

After successfully setting up the trigger, the next step is configuring the action. For the action application, select WhatsApp Cloud API and choose ‘Send Template Message’ as the action event. This setup ensures that whenever a new lead is detected, Pabbly Connect will send a WhatsApp message using the specified template. using Pabbly Connect

To connect WhatsApp Cloud API with Pabbly Connect, click ‘Add New Connection’. You will need to provide the token, phone number ID, and WhatsApp business account ID from your WhatsApp Cloud API setup. Ensure you have this information ready from your previous setup in Pabbly Connect.

• Input the token, phone number ID, and WhatsApp business account ID into the respective fields.
• Click on ‘Save’ to establish the connection.

Once the connection is made, select the template you created for IndiaMART lead details. This template will format the WhatsApp message sent to you, containing the lead information.

5. Testing the Integration with Pabbly Connect

After configuring both the trigger and action steps, it’s time to test the integration. Click on ‘Save and Send Test Request’ to check if everything is working correctly. Pabbly Connect will simulate a new lead generation and send a test message using the WhatsApp template. using Pabbly Connect

Once the test is complete, check your WhatsApp for the message. You should receive a notification with the details of the newly generated lead from IndiaMART, confirming that the automation is functioning as intended. This step verifies that Pabbly Connect successfully connects IndiaMART and WhatsApp, automating the lead notification process.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automatically receive IndiaMART lead details on WhatsApp. By following these steps, you can streamline your lead management process and ensure timely notifications directly to your WhatsApp account.