Learn how to automate WhatsApp messages for industrial inquiries using Pabbly Connect. This step-by-step guide covers all integration details. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages for industrial inquiries, first, access Pabbly Connect. This platform allows seamless integration between various applications like WhatsApp and India Mart.

Navigate to the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, sign up for free to explore the features. Existing users can simply sign in to start creating workflows.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you’ll need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

  • Give your workflow a name, such as ‘Send Automated WhatsApp Message for Industrial Machinery Inquiries’.
  • Select a folder for your workflow, or create a new one as needed.

After naming your workflow, click the ‘Create’ button. This will take you to the workflow configuration screen where you can set up triggers and actions.

3. Setting Up the Trigger with India Mart

The first step in your workflow is to set up a trigger. In Pabbly Connect, select India Mart as your trigger application. Choose the trigger event as ‘New Leads’. This ensures that every time a new lead is generated, the automation will initiate.

Copy the webhook URL provided after setting the trigger. This URL will be used to connect your India Mart account with Pabbly Connect. Log into your India Mart account, navigate to the lead manager, and select the ‘Push API’ option to integrate the webhook.

  • Select your CRM platform as Pabbly Connect.
  • Paste the copied webhook URL into the designated field.
  • Click ‘Save’ to complete the setup.

After saving, your India Mart account will now send lead data to Pabbly Connect whenever a new inquiry is generated.

4. Configuring the Action Step to Send WhatsApp Messages

Next, you’ll configure the action step in your workflow. In Pabbly Connect, select ‘WhatsApp by AI Sensei’ as your action application. Choose the action event as ‘Send Template Message’.

To connect WhatsApp with Pabbly Connect, you’ll need to enter your API key from your AI Sensei account. This key allows Pabbly Connect to send messages through WhatsApp on your behalf.

Enter the campaign name from your AI Sensei account. Map the phone number and name fields from the lead data received.

After filling in the required fields, click ‘Save and Send Test Request’ to verify that everything is working correctly. You should receive a WhatsApp message confirming the setup.

5. Testing and Verifying the Integration

Finally, it’s essential to test the integration to ensure that everything functions as expected. In Pabbly Connect, generate a test lead in your India Mart account to trigger the automation.

Once the test lead is submitted, check if the WhatsApp message is received. The message should include the template you set up earlier, confirming that the integration is successful.

Ensure that the message format is correct and includes all dynamic fields. If any issues arise, revisit the workflow steps in Pabbly Connect for adjustments.

With successful testing, your automated WhatsApp messaging system is now fully operational, enabling you to respond to inquiries promptly and efficiently.

Conclusion

This tutorial has outlined how to automate WhatsApp messages for industrial inquiries using Pabbly Connect. By following these steps, you can enhance your response time and improve customer engagement effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.