Automate WhatsApp Messages to Indi M Leads using Pabbly Connect

Learn how to automate WhatsApp messages to Indi M leads using Pabbly Connect. Step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Indi M leads, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect, then navigate to the landing page.

On the Pabbly Connect page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to get started. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, click on the blue button that says ‘Create Workflow’. You will be prompted to enter a workflow name and choose a folder for saving it.

• Enter a descriptive name for your workflow, such as ‘Send WhatsApp Messages to Indi M Leads’.
• Select the folder where you want to save this workflow.

After entering the details, click on ‘Create’. This will open the workflow window where you can set up triggers and actions for your automation.

3. Setting Up the Trigger in Pabbly Connect

In the workflow window, you need to set the trigger application. For this integration, select ‘Indi M’ as your trigger application. This will allow Pabbly Connect to listen for new leads.

Next, choose the trigger event as ‘New Lead’. This event will start the automation whenever a new lead is captured. Pabbly Connect will provide a Webhook URL that you will use to connect with your Indi M account.

• Copy the Webhook URL provided by Pabbly Connect.
• Log into your Indi M account and navigate to the Lead Manager section.
• Paste the Webhook URL in the appropriate field for API integration.

After completing these steps, you will have successfully set up the trigger for your workflow.

4. Configuring the Action to Send WhatsApp Messages

Now that the trigger is set, it’s time to configure the action. Select ‘WhatsApp by AI Sensei’ as your action application in Pabbly Connect. This will allow you to send automated WhatsApp messages to your leads.

Choose the action event as ‘Send Template Message’. You will then need to connect your WhatsApp account by entering the API key. To get the API key, navigate to your AI Sensei account and generate a new API key from the manage section.

Paste the API key into the Pabbly Connect workflow. Select the campaign name that you have created in your AI Sensei account. Map the mobile number and other lead details from the previous step.

This will ensure that every lead receives personalized WhatsApp messages based on the information captured from Indi M.

5. Testing Your Pabbly Connect Workflow

After configuring the action, it’s essential to test your workflow. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will trigger the automation and send a test message to the mapped mobile number.

Check your WhatsApp to confirm that the message has been received successfully. The message should reflect the lead’s name and the template you set up earlier, showing that the integration works as intended.

By following these steps, you will have a fully functional automation that sends WhatsApp messages to your Indi M leads automatically. This not only saves time but also enhances customer engagement.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages to Indi M leads using Pabbly Connect. By setting up triggers and actions, you can streamline your communication process effectively.