Learn how to automate WhatsApp messages for website development inquiries using Pabbly Connect, India Mart, and Vati. Follow this detailed guide for seamless integration. 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 Integration
To start automating WhatsApp messages, the first step is accessing Pabbly Connect. Open your browser and go to the Pabbly Connect website.
Once there, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click on ‘Sign in’ to access their dashboard.
2. Creating a Workflow in Pabbly Connect
After signing in, you will see various Pabbly applications. Select Pabbly Connect to create a new workflow. Click on the ‘Create Workflow’ button to begin.
- Enter a name for your workflow, such as ‘Automated WhatsApp Messages for India Mart Inquiries’.
- Choose a folder to save your workflow.
- Click ‘Create’ to proceed to the workflow window.
In the workflow window, you will set up a trigger and an action. The trigger is the event that starts the automation process, while the action is what happens in response to that trigger.
3. Setting Up the Trigger with India Mart
For this integration, select India Mart as your trigger application in Pabbly Connect. This means that the automation will start when a new lead is received.
Next, choose the trigger event as ‘New Lead’. This specifies that the workflow should activate whenever a new lead comes through your India Mart account.
- Copy the webhook URL provided in Pabbly Connect.
- Log in to your India Mart account and navigate to the Lead Manager section.
- Paste the webhook URL in the appropriate field and save the details.
This setup establishes a connection between your India Mart account and Pabbly Connect, allowing the automation to trigger whenever a new inquiry is submitted.
4. Sending Automated WhatsApp Messages
Once the trigger is set, the next step is to configure the action to send a WhatsApp message using Vati. In Pabbly Connect, select Vati as the action application.
Choose the action event as ‘Send Template Message’. This allows you to send a predefined message template to your leads via WhatsApp.
Connect your Vati account by entering the API endpoint and access token. Map the WhatsApp number from the trigger step to ensure messages are sent to the correct lead. Select the message template you want to use for the automated response.
This configuration ensures that every time a new lead is captured, an automated WhatsApp message is sent, enhancing your lead nurturing process.
5. Testing Your Pabbly Connect Integration
To ensure everything works correctly, perform a test submission through your India Mart account. This step will help verify that the integration between India Mart and Pabbly Connect is functioning as expected.
After submitting a test inquiry, check your Pabbly Connect workflow for the response. If everything is set up correctly, you should see the details of the inquiry captured successfully.
Look for the response in Pabbly Connect to confirm the lead details are received. Verify that the automated WhatsApp message was sent to the lead. Adjust any settings if necessary to ensure smooth operation.
Once testing is complete and successful, your automated WhatsApp messaging system is fully operational, allowing you to focus on converting leads into clients without manual follow-ups.
Conclusion
In conclusion, using Pabbly Connect to automate WhatsApp messages for website development inquiries significantly streamlines your lead management process. By following the steps outlined, you can ensure timely responses to inquiries, enhancing client engagement and increasing conversion rates.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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