Learn how to automate WhatsApp messages using Pabbly Connect and IndiaMART with this detailed step-by-step tutorial. Perfect for UI agency owners! Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for WhatsApp Automation

To begin the automation process, you need to set up Pabbly Connect. This tool allows you to create workflows that connect different applications seamlessly. Start by signing in to your Pabbly account. If you are a new user, click on ‘Sign Up for Free’ to get started with 100 tasks free each month.

Once logged in, you will see the dashboard. Click on the Pabbly Connect icon to access your workflows. Here, you can create new workflows by clicking on the ‘Create’ button. This will allow you to set up the automation that sends WhatsApp messages whenever you receive a new lead.

Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to send WhatsApp messages using Pabbly Connect. Click on ‘Create New Workflow’. You will be presented with two options: a Trigger and an Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.

For the Trigger, select ‘IndiaMART’ as the application. Then, choose the event that will trigger the action. In this case, it will be ‘New Lead’. After selecting the Trigger, click on ‘Save and Continue’. You will now need to connect your IndiaMART account to Pabbly Connect by providing the necessary API credentials.

  • Select ‘New Lead’ as the trigger event.
  • Connect your IndiaMART account using the provided API credentials.
  • Click ‘Save and Continue’ to proceed.

After successful connection, you can test the trigger to ensure it is working correctly. This step is crucial as it verifies whether Pabbly Connect is receiving data from IndiaMART as expected.

Sending WhatsApp Messages via Pabbly Connect

Once the trigger is set up, the next step is to configure the action to send WhatsApp messages. Select ‘WhatsApp’ as the application for the action step. Choose the action event ‘Send Template Message’. This allows you to use pre-defined message templates when sending messages through WhatsApp. using Pabbly Connect

Next, you will need to fill in the required fields for the WhatsApp message. This includes selecting the template you created earlier and mapping the fields from the IndiaMART response to the WhatsApp message. Ensure that you enter the phone number and message content accurately.

  • Select ‘Send Template Message’ as the action event.
  • Map fields from the IndiaMART lead to the WhatsApp message.
  • Ensure the phone number and message content are correct.

After configuring the message, click ‘Save and Send Test Request’. This will send a test message to verify that everything is working as intended. If the test is successful, you will receive a confirmation message in your WhatsApp.

Finalizing Your Pabbly Connect Workflow

Now that you have set up the workflow to send WhatsApp messages, it is essential to finalize the setup. Review all the details in your workflow to ensure everything is configured correctly. Check the trigger and action settings, and make any necessary adjustments.

Once you are satisfied with the workflow, click on ‘Enable’ to activate it. This will allow the automation to run continuously, sending WhatsApp messages whenever a new lead is generated from IndiaMART. You can monitor the workflow’s performance from the dashboard.

Review all workflow settings for accuracy. Click ‘Enable’ to activate the workflow. Monitor performance from the dashboard.

With your workflow enabled, you can now focus on managing your leads while Pabbly Connect handles the communication through WhatsApp automatically.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages using Pabbly Connect and IndiaMART. By following the steps outlined, you can streamline your communication process and improve lead management effectively.

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