Automate WhatsApp Messages for IndiaMart Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to IndiaMart leads using Pabbly Connect. Step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating WhatsApp messages for IndiaMart leads, you first need to access Pabbly Connect. Open your web browser and type in the URL Pabbly.com/connect. This is the platform where you will create your automation workflows.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create a new account. After signing up, you will receive 100 free tasks every month to explore Pabbly Connect and its features. If you already have an account, simply log in.

2. Creating a New Workflow in Pabbly Connect

After logging in, you will be directed to the dashboard of Pabbly Connect. Here, you can manage your workflows. Click on the ‘Create Workflow’ button to start a new automation process.

• Name your workflow, for example, ‘Send Automated WhatsApp Messages to IndiaMart Leads’.
• Choose a folder to save your workflow, such as ‘Automations for IndiaMart Leads’.
• Click on ‘Create’ to finalize your workflow setup.

Once created, you will see a new screen displaying trigger and action options. The trigger will be set to capture new leads from IndiaMart, while the action will be to send WhatsApp messages using the WhatsApp Cloud API through Pabbly Connect.

3. Setting Up Triggers for New Leads

In this step, you will configure the trigger for your workflow in Pabbly Connect. Select ‘IndiaMart’ as your trigger application and choose the trigger event as ‘New Leads’. This will ensure that every time a new lead is generated, the workflow activates.

After selecting the trigger event, you will receive a webhook URL. This URL acts as a bridge to transfer data from IndiaMart to Pabbly Connect. Copy this webhook URL and proceed to your IndiaMart account to set up the connection.

• Log into your IndiaMart account and navigate to the lead manager.
• Select ‘Import/Export Leads’ and choose ‘Push API’.
• Paste the copied webhook URL into the designated field.

After saving the details, your connection between IndiaMart and Pabbly Connect will be established, allowing for automatic lead capturing.

4. Integrating WhatsApp Cloud API for Messaging

Now that the trigger is set up, the next step is to configure the action that sends WhatsApp messages. In Pabbly Connect, select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event.

To establish this connection, you will need to provide your WhatsApp Cloud API credentials, including the temporary access token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp Cloud API account under the API setup section.

Copy the temporary access token and paste it into Pabbly Connect. Enter the phone number ID and WhatsApp business account ID accordingly. Click on ‘Save’ to establish the connection.

Once successfully connected, you can create a message template in WhatsApp Cloud API to personalize messages sent to leads. This template will be used to send automated WhatsApp messages through Pabbly Connect.

5. Testing the Automation Workflow

With everything set up, it’s time to test your automation. Go back to your IndiaMart account and create a new lead by submitting a query. This will trigger the workflow you created in Pabbly Connect.

After submitting the lead, return to Pabbly Connect to check if the response was captured. If successful, you will see the lead details and the message sent via WhatsApp, confirming that your automation is working correctly.

Repeat the lead submission process to ensure that the automation is functioning as expected. Each new lead should receive a personalized WhatsApp message based on the template you created, demonstrating the seamless integration of IndiaMart and WhatsApp through Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate sending WhatsApp messages to IndiaMart leads using Pabbly Connect. By following these steps, you can efficiently manage lead responses and enhance customer engagement without manual intervention.