Learn how to automate WhatsApp messages for leads in your gems business using Pabbly Connect. Follow this step-by-step guide to streamline your communication. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages for your gems business, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see the all P apps window. Click on the Pabbly Connect icon to enter the dashboard. This is where you will create your workflow to automate sending WhatsApp messages to leads generated through IndiaMART.


2. Creating a Workflow in Pabbly Connect

In order to create a workflow in Pabbly Connect, click on the top right corner button labeled Create Workflow. A dialog box will appear asking for a workflow name and folder selection. Name your workflow something descriptive, like ‘Send Automated WhatsApp Message to IndiaMART Leads for Gems Business’.

  • Select a specific folder to save your workflow.
  • Click on the Create button to finalize the workflow.

After creating the workflow, you will see two sections: Trigger and Action. The trigger is what starts the automation, while the action is what happens as a result. In this case, the trigger will be a new lead generated from IndiaMART.


3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select IndiaMART as the trigger application. Then, choose New Leads as the trigger event. Pabbly Connect will generate a webhook URL, which is essential for connecting IndiaMART to the automation.

Copy the webhook URL and log into your IndiaMART account. Navigate to the Lead Manager option and select Import and Export Leads. From there, click on Push API and select Other as the source. Paste the webhook URL into the provided field and save your details.

After successfully adding the webhook URL, return to Pabbly Connect and check if it is waiting for a response. Generate a test lead through your IndiaMART account to verify that the integration works correctly. This step ensures that Pabbly Connect captures the lead data effectively.


4. Setting Up the Action in Pabbly Connect

Once the trigger is set, the next step is to configure the action in Pabbly Connect. Choose WhatsApp by AI S as the action application and select Send Template Message as the action event. This allows you to send a pre-defined message template to the leads generated.

  • Connect your WhatsApp by AI S account to Pabbly Connect using your API key.
  • Create a campaign for your message template in your WhatsApp by AI S account.

After setting up the action, map the mobile number and the lead’s name from the previous step to personalize the message. This ensures that each lead receives a tailored WhatsApp message based on their inquiry. Finally, test the action to confirm that the message is sent successfully.


5. Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages for leads in your gems business using Pabbly Connect. By following these steps, you can streamline your communication with potential customers and enhance your engagement. Automating this process saves time and ensures timely responses to inquiries, ultimately boosting your sales.

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