Automate WhatsApp Messages for Industrial Machinery Leads Using Pabbly Connect

Learn how to automate WhatsApp messages for industrial machinery inquiries using Pabbly Connect. Step-by-step guide for seamless integration. 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 for inquiries, first access Pabbly Connect. Visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

After logging in, you will see the Pabbly Connect dashboard. Here, you will create a workflow that connects your inquiry source with WhatsApp. Click on the ‘Create Workflow’ button to begin your automation process.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that sends automated WhatsApp messages. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for the workflow name and folder selection.

• Enter the workflow name: ‘Send Automated WhatsApp Message for Industrial Machinery Inquiries’.
• Select a folder to save your workflow.
• Click on ‘Create’ to finalize the workflow.

Once created, your workflow will consist of a trigger and an action. The trigger will capture new inquiries from your lead source, while the action will send the WhatsApp message.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. Select ‘India M’ as your trigger application, which will capture new inquiries. For the trigger event, choose ‘New Leads’ to capture incoming inquiries automatically.

Pabbly Connect will provide a unique webhook URL. Copy this URL to connect your inquiry source to Pabbly Connect. Log into your India M account and navigate to the lead manager. Click on the import/export leads option and select the push API button.

• Paste the webhook URL from Pabbly Connect.
• Provide a source name, e.g., ‘Pabbly Connect’.
• Click on ‘Save Details’ to finalize the connection.

After saving, you are ready to test if Pabbly Connect successfully captures the new inquiries.

4. Generating a Test Lead and Capturing Response

Now that your trigger is set up in Pabbly Connect, generate a test lead using your India M account. Search for a product and click on the ‘Contact Supplier’ button. Fill in the inquiry details and submit the form.

After submitting, check your Pabbly Connect workflow to see if it captured the response from the test lead. If successful, you will see the details of the inquiry captured in the response section of your workflow.

Verify that the inquiry ID, name, mobile number, and message are captured. Ensure that the details match your test lead submission.

This confirms that Pabbly Connect is properly capturing inquiries from India M.

5. Sending WhatsApp Messages Using Pabbly Connect

With your trigger successfully set up, you can now configure the action step in Pabbly Connect. Select ‘WhatsApp by AI Sensei’ as your action application. Choose the ‘Send Message’ action event to forward the inquiry message to your potential customers.

To connect WhatsApp, you will need to enter the API key from your AI Sensei account. After connecting, specify the campaign name and map the mobile number and name from the previous step. This will ensure that the messages are personalized for each lead.

Create a campaign in AI Sensei and set it to live. Map the mobile number and name from the captured response. Click on ‘Save and Send Test Request’ to finalize the message setup.

After sending the test request, check your WhatsApp to verify that the message has been received successfully. This confirms that your automation is working perfectly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages for inquiries received through India M. By following these steps, you can streamline your communication and enhance customer engagement effectively.