Automate WhatsApp Messages for Banking Inquiries Using Pabbly Connect

Learn how to automate WhatsApp messages for banking inquiries using Pabbly Connect. Step-by-step guide to integrate IndiaMart and AI Sensei. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages using Pabbly Connect, first, access the platform by typing ‘Pabbly.com/connect’ in your browser. This powerful integration tool allows you to connect different applications seamlessly.

Once on the Pabbly Connect website, sign in or create a new account. Existing users can click on ‘Sign In’ at the top right corner, while new users should select ‘Sign Up for Free’ to get started. This will grant you 100 free tasks monthly, allowing you to explore its automation capabilities.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. You will need to name your workflow; for this example, name it ‘Send WhatsApp Message to IndiaMart Leads’. Select the appropriate folder for organization.

• Click on the ‘Create’ button to initiate your workflow.
• You will see two boxes appear: one for the trigger and one for the action.

The trigger will be set to ‘IndiaMart’ and the event will be ‘New Leads’. This setup ensures that whenever a new inquiry is received, it triggers the automation to send a WhatsApp message.

3. Setting Up the Trigger with IndiaMart

In this step, you will configure the trigger in Pabbly Connect. Select ‘IndiaMart’ as the trigger application and choose ‘New Leads’ as the trigger event. This configuration allows you to capture new inquiries automatically.

Next, Pabbly Connect will provide you with a webhook URL. This URL will act as a bridge between IndiaMart and Pabbly Connect. Copy this URL and go to your IndiaMart account.

• In IndiaMart, navigate to ‘Lead Manager’ and select ‘Import/Export Leads’.
• Click on ‘Push API’ and enter the CRM platform name as ‘Pabbly Connect’.
• Paste the webhook URL you copied from Pabbly Connect.

After saving the details, you will need to generate an OTP to finalize the connection. This step confirms that your webhook is correctly set up to receive data.

4. Sending Automated WhatsApp Messages

Once the trigger is set, the next step involves configuring the action in Pabbly Connect. Select ‘AI Sensei’ as the action application and choose ‘Send Template Message’ as the action event. This allows you to send automated WhatsApp messages to the leads captured from IndiaMart.

You will need to connect your WhatsApp account by entering the API key from your AI Sensei account. To find your API key, navigate to the ‘Manage’ section in AI Sensei and copy the key provided.

Enter the campaign name as ‘Banking Query’. Select the template you created for banking inquiries. Map the mobile number and username fields to the respective data from the IndiaMart inquiry.

Finally, click on ‘Save and Send Test Request’ to verify that the automated message is sent successfully to the lead’s WhatsApp number.

5. Testing and Verifying the Integration

To ensure everything is working correctly, perform a test inquiry through your IndiaMart profile. After submitting the inquiry, check Pabbly Connect for the webhook response. You should see the details of the inquiry captured successfully.

If the response shows success, it confirms that the connection between IndiaMart and Pabbly Connect is established. You can then check your WhatsApp to see if the automated message was received with the lead’s name included.

Ensure the message template is formatted correctly. Verify that all fields are mapped correctly to avoid static data issues.

Once verified, your automation setup is complete, allowing you to send timely WhatsApp messages to all new inquiries received via IndiaMart.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for banking inquiries from IndiaMart. By following these steps, you can streamline communication and enhance customer engagement effortlessly.