Automate WhatsApp Messages for Industrial Machinery Inquiries Using Pabbly Connect

Learn how to automate WhatsApp messages for industrial machinery inquiries using Pabbly Connect. Step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To start automating WhatsApp messages for industrial machinery inquiries, access Pabbly Connect by visiting their website. Sign in to your existing account or create a new one for free, which gives you 100 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the main interface where you can create your automation workflow. This is where the integration process begins.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow for sending automated WhatsApp messages. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear asking for a workflow name and folder selection.

• Name the workflow: ‘Send Automated WhatsApp Message for Industrial Machinery Inquiries’.
• Select a folder where you want to save this workflow.
• Click ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger defines when the automation kicks in, while the action specifies what happens next. This setup is crucial for the automation process.

3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘India M’ in Pabbly Connect. This application is essential as it captures inquiries for your industrial machinery business. Choose the trigger event as ‘New Leads’ to ensure that every new inquiry is captured automatically.

Once you select the trigger application and event, Pabbly Connect generates a unique webhook URL. This URL is critical for linking India M to Pabbly Connect. Copy this URL and proceed to connect it with your India M account.

• Log into your India M account.
• Navigate to the Lead Manager option on the left panel.
• Click on ‘Import/Export Leads’ and then select ‘Push API’ to integrate.

After entering the webhook URL in India M, your setup is nearly complete. Now, generate a test lead to confirm that Pabbly Connect successfully captures the inquiry.

4. Configuring the Action Step in Pabbly Connect

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect. Select ‘WhatsApp by AI Sensei’ as the action application. This application will send the WhatsApp message to your potential clients based on the inquiries captured.

Choose the action event as ‘Send Message’. You will need to connect your WhatsApp by AI Sensei account to Pabbly Connect by providing the API key. This key is crucial for establishing a secure connection between the two applications.

Log into your WhatsApp by AI Sensei account. Navigate to the Manage section to find your API key. Copy the API key and paste it into Pabbly Connect.

Once the connection is established, fill in the required fields, including the campaign name and the message template you created for your inquiries. This setup ensures that every inquiry receives a personalized WhatsApp message.

5. Testing the Automation with Pabbly Connect

With both the trigger and action steps configured in Pabbly Connect, it’s time to test the automation. Generate a test lead in your India M account to see if the integration works as intended. This step is crucial to confirm that inquiries are being captured and messages sent.

After generating the test lead, return to your Pabbly Connect workflow. You should see the captured response from the inquiry, which indicates that the connection is successful. Check your WhatsApp to verify that the message has been sent to the new lead.

Ensure that the inquiry details reflect correctly in Pabbly Connect. Verify that the WhatsApp message contains the correct lead information. Adjust any settings if the message does not appear as expected.

Once confirmed, your automation is now fully operational. You can efficiently manage inquiries and respond promptly through WhatsApp, enhancing customer service and engagement.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages for industrial machinery inquiries using Pabbly Connect. This integration streamlines communication and enhances responsiveness, allowing you to manage leads effectively.