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 Automation

To automate sending WhatsApp messages to leads generated through IndiaMART, you need to first access Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser.

Once you are on the Pabbly Connect homepage, you will find options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create your account, which will only take two minutes. Existing users can log in directly.

2. Creating Your Workflow in Pabbly Connect

After signing into your account, navigate to the dashboard of Pabbly Connect. Here, you will see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button.

A dialog box will appear asking for a name for your workflow. Enter a name like ‘Send Automated WhatsApp Messages to IndiaMART Leads’. Next, select a folder for organization, such as ‘Automations for IndiaMART Leads’. Click ‘Create’ to save your workflow.

• Enter the workflow name.
• Choose a folder for organization.
• Click ‘Create’ to finalize.

Your new workflow will now be ready for further configuration with triggers and actions.

3. Setting Up the Trigger for New Leads

The next step is to set up the trigger in Pabbly Connect. Since we want to trigger an action when a new lead is generated from IndiaMART, select IndiaMART as your trigger application. Then, choose ‘New Leads’ as the trigger event.

Once you select the trigger event, you will receive a webhook URL. Copy this URL as it will act as a bridge to transfer data from IndiaMART to Pabbly Connect. Log into your IndiaMART account and navigate to the Lead Manager section to set up the webhook.

• Select IndiaMART as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Copy the webhook URL provided.

After copying the URL, go to your IndiaMART Lead Manager and paste the webhook URL to establish the connection.

4. Sending WhatsApp Messages Using Pabbly Connect

Now that you have set up your trigger, it’s time to configure the action to send WhatsApp messages. For this, select the WhatsApp Cloud API as your action application in Pabbly Connect.

Choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp Cloud API account by entering the necessary credentials such as the temporary access token, phone number ID, and WhatsApp Business Account ID. These credentials can be found in your WhatsApp Cloud API account under API setup.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Enter your WhatsApp Cloud API credentials.

Once connected, select the message template you want to use for sending messages to new leads. Make sure your template is approved for use.

5. Testing Your Integration

With everything set up, it’s time to test your integration in Pabbly Connect. Go back to your IndiaMART account and create a new lead. This lead should trigger the workflow you just set up.

After submitting the lead, check back in Pabbly Connect to see if the webhook response is captured successfully. If it is, you will see all the lead details including the name and query.

Finally, verify that the WhatsApp message was sent to the lead’s phone number. The message should be personalized based on the template you set up earlier. This confirms that your automated workflow is functioning correctly.

Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages to leads from IndiaMART using Pabbly Connect. By following these steps, you can streamline your communication and enhance your lead management process effectively.