Automate WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect in the Media, PR & Publishing industry. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send automated WhatsApp messages to IndiaMART leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free to get started.

Once on the landing page, click on the sign-in button to access your dashboard. If you are a new user, click on ‘sign up for free’ to create an account. After logging in, you will see various Pabbly applications, but today we will focus on Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in.

• Name your workflow: ‘Send WhatsApp Messages to IndiaMART Leads’.
• Choose the folder: Select the ‘Automations’ folder.
• Click on ‘Create’ to proceed.

After creating the workflow, you will enter the workflow window where you can set up the trigger and action. Here, you will select IndiaMART as the trigger application, which will initiate the workflow when a new lead is captured.

3. Setting Up the Trigger for IndiaMART Leads

In this section, you will set up the trigger for your workflow using Pabbly Connect. Search for IndiaMART in the trigger application search bar and select it. Choose the trigger event as ‘New Lead’ to ensure the workflow starts when a new inquiry is received.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need to connect it with your IndiaMART account. Log into your IndiaMART account and navigate to the Lead Manager section.

• Go to ‘Import/Export Leads’ from the three dots.
• Select ‘IndiaMART Leads Push API’.
• Set the source as ‘Other’ and enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL and click ‘Save Details’.

After saving, you will generate an OTP for verification. Enter the OTP to finalize the connection between your IndiaMART account and Pabbly Connect.

4. Sending WhatsApp Messages Using Pabbly Connect

With the trigger set up, the next step is to send WhatsApp messages using Pabbly Connect. For this, you will select WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message’ to automate the message sending process.

When prompted, you can either select an existing connection or create a new connection. If you are creating a new connection, you will need to enter the access token, phone number ID, and WhatsApp Business Account ID from your WhatsApp Cloud API setup.

Copy and paste the access token, phone number ID, and WhatsApp Business Account ID into the respective fields. Select the template name you created earlier for the WhatsApp message. Map the recipient mobile number from the previous response to ensure dynamic message sending.

Once you have filled in all the necessary details, click on ‘Save and Send Request’. This will send an automated WhatsApp message to the lead as soon as they submit an inquiry through IndiaMART.

5. Testing and Verifying the Workflow

After setting up the workflow in Pabbly Connect, it is essential to test and verify that everything works correctly. Perform a test submission by filling out a dummy inquiry in your IndiaMART account. This will trigger the workflow and ensure that the WhatsApp message is sent successfully.

Check your WhatsApp to verify that the message has been received. You should see a message that acknowledges the lead’s inquiry, confirming that the integration is functioning as intended.

In summary, by using Pabbly Connect, you have successfully automated the process of sending WhatsApp messages to IndiaMART leads. This integration not only saves time but also helps in nurturing leads effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated WhatsApp messages to IndiaMART leads for the Media, PR & Publishing industry. This seamless integration enhances communication and improves lead management.