Automate WhatsApp Messages with Pabbly Connect and India Mart

Learn how to automate WhatsApp messages for inquiries from India Mart using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WhatsApp Integration

Pabbly Connect is the central platform that facilitates the integration of applications like WhatsApp and India Mart. In this tutorial, we will automate the process of sending WhatsApp messages for inquiries received through India Mart. This automation ensures timely responses to potential clients, enhancing customer satisfaction. using Pabbly Connect

To begin, access the Pabbly Connect homepage by visiting the Pabbly Connect website. If you are a new user, click on the ‘Sign Up Free’ button to create an account, or if you are an existing user, click ‘Sign In’ to log into your account. Once logged in, you will be directed to the Pabbly Connect dashboard where you can initiate the integration process.

2. Creating a Workflow in Pabbly Connect

To set up the automation, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this integration, you can name it ‘Send WhatsApp Message to Software Development Solutions India Mart Inquiries’. using Pabbly Connect

• Select the folder where you want to save your workflow.
• Understand the two main components of automation: trigger and action.
• A trigger initiates the workflow, while an action is the response to that trigger.

After naming your workflow, proceed to set up the trigger by selecting India Mart as the trigger application. Choose the trigger event as ‘New Leads’ to capture inquiries automatically. This setup ensures that whenever a new lead is received on your India Mart account, Pabbly Connect will activate the workflow.

3. Setting Up the Trigger in Pabbly Connect

In the trigger setup, after selecting ‘New Leads’ as the event, Pabbly Connect will generate a webhook URL. This URL is essential for linking your India Mart account with Pabbly Connect. Copy the webhook URL provided to you in the Pabbly Connect workflow. using Pabbly Connect

Next, log into your India Mart account. Navigate to the ‘Lead Manager’ section from the left sidebar and select ‘Import/Export Leads’. Under the Push API integration section, choose the source as ‘API’. You will then be prompted to enter the webhook listener URL. Paste the copied webhook URL from Pabbly Connect into this field. After filling in the required details, click on ‘Save Details’ to establish the connection.

4. Testing the Integration with Pabbly Connect

Once the webhook is set up, it’s crucial to test the integration. Return to Pabbly Connect and ensure that the workflow is waiting for a webhook response. To generate a test lead, go back to your India Mart account and click on the ‘Test Your Webhook Listener URL’ button. This action will send a test response to your Pabbly Connect webhook. using Pabbly Connect

After sending the test response, check the Pabbly Connect dashboard to confirm that the test lead details have been captured successfully. You should see information such as the lead’s name, phone number, and inquiry details. This step verifies that the integration between India Mart and Pabbly Connect is functioning correctly.

5. Sending WhatsApp Messages Using Pabbly Connect

The final step is to set up the action in Pabbly Connect, which will send an automated WhatsApp message to the lead. Select WhatsApp as the action application and choose the action event as ‘Send Template Message’. This allows you to send pre-defined messages to your leads automatically. using Pabbly Connect

To connect your WhatsApp account with Pabbly Connect, you will need to enter the API endpoint and access token from your WhatsApp account. After entering these details, you can map the lead’s phone number from the trigger step to ensure that the message is sent to the correct recipient. Additionally, select the message template you wish to use for the WhatsApp message.

Once all the necessary fields are filled, click on ‘Save and Send Test Request’. You will receive a confirmation that the WhatsApp message has been successfully sent. Check your WhatsApp to see the message and confirm that the automation works as intended.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages for inquiries received through India Mart using Pabbly Connect. By following the steps outlined, you can enhance customer engagement and streamline communication with potential clients. This integration not only saves time but also ensures that no inquiry goes unanswered, leading to better business opportunities.