Automate WhatsApp Messages with Pabbly Connect: A Step-by-Step Guide

Learn how to automate WhatsApp messages for your business using Pabbly Connect. This tutorial covers every step to integrate with IndiaMart for seamless lead management.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and get 100 tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface. This is where you will set up the integration between IndiaMart and WhatsApp.

2. Creating a Workflow in Pabbly Connect

To create an automation workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow: ‘Send Automated WhatsApp Message to IndiaMart Leads’.
• Select a folder for the workflow, for example, ‘IndiaMart Automations’.

After naming and selecting the folder, click the ‘Create’ button. This will set up your workflow, which includes trigger and action steps necessary for automation.

3. Setting Up the Trigger in Pabbly Connect

The next step in Pabbly Connect is to set up the trigger for your workflow. For this automation, select ‘IndiaMart’ as the trigger application. The trigger event will be ‘New Leads’, which captures new inquiries generated through IndiaMart.

Pabbly Connect will provide you with a unique webhook URL after selecting the trigger. Copy this URL, as you will need it to connect IndiaMart with Pabbly Connect. Log in to your IndiaMart account and navigate to the lead manager section.

• Go to the menu and select ‘Import and Export Leads’.
• Choose ‘Push API’ and select ‘Other’ as the source.

Paste the copied webhook URL into the provided field and save the details. This establishes the connection between IndiaMart and Pabbly Connect.

4. Testing the Trigger Connection in Pabbly Connect

After saving the webhook URL in IndiaMart, return to Pabbly Connect to test if the trigger is working. Generate a test lead through your IndiaMart account to see if Pabbly Connect captures the response.

Log in to your IndiaMart user account, select a dummy product, and submit an inquiry. Make sure to fill in the company name and other required details. Once submitted, check your Pabbly Connect workflow to see if it has captured the lead data.

If successful, you will see the details of the test lead, confirming that the connection between IndiaMart and Pabbly Connect is established. This ensures that every new inquiry will trigger the next action in your automation.

5. Setting Up the Action to Send WhatsApp Messages

Now that your trigger is set, the next step in Pabbly Connect is to configure the action that will send WhatsApp messages. Select ‘WhatsApp by AI S’ as the action application and choose the ‘Send Template Message’ action event.

To connect WhatsApp with Pabbly Connect, you will need to enter your API key from your WhatsApp account. Log in to your WhatsApp account, navigate to the manage section, and copy the API key. Paste it into Pabbly Connect to establish the connection.

Create a campaign for the message template in your WhatsApp account. Map the mobile number and lead name from the previous step. Test the setup to ensure the message is sent successfully.

After completing these steps, you can test the action to confirm that a WhatsApp message is sent to the new lead. This automation will allow you to engage with your leads instantly, enhancing your business efficiency.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages for leads generated through IndiaMart. By following these steps, you can streamline your communication process and improve customer engagement effectively.