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Automate WhatsApp Messages with Pabbly Connect and IndiaMART

Learn how to automate WhatsApp messages using Pabbly Connect and IndiaMART with this detailed step-by-step tutorial. 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 Automation

To automate WhatsApp messages, we first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new, click on ‘Sign Up for Free’ to create an account.

Once logged in, you will be taken to the dashboard. Here, click on ‘Create Workflow’ to begin the automation process. You will be prompted to name your workflow; enter a name that reflects its purpose, such as ‘WhatsApp Automation’.

Selecting Trigger Application: IndiaMART

In this step, we will select IndiaMART as our trigger application. Choose IndiaMART from the list of available applications. This will allow us to capture inquiries made through the IndiaMART platform.

Next, you will need to set the trigger event. Select ‘New Lead’ as the trigger event. This means that every time a new inquiry is received, it will trigger the automation to send a WhatsApp message. Click on ‘Save and Continue’ to proceed.

Log into your IndiaMART account to get the necessary API details.
Navigate to the Lead Manager section to access your leads.
Click on the three dots and select ‘Import/Export Leads’.

After completing these steps, return to Pabbly Connect and test the trigger to ensure it captures the data correctly. This is crucial for the automation to function smoothly.

Configuring Action Application: WhatsApp

Now that we have set up the trigger, we will configure WhatsApp as the action application. Select WhatsApp from the list of applications in Pabbly Connect. This will allow us to send messages directly to users who inquire through IndiaMART.

Select the action event, which in this case is ‘Send Message’. This means that every time the trigger is activated, a WhatsApp message will be sent to the user. Click on ‘Connect’ to link your WhatsApp account with Pabbly Connect.

Generate the API key from your WhatsApp Business account settings.
Paste the API key into the appropriate field in Pabbly Connect.
Test the connection to ensure it is working properly.

After testing, you can proceed to customize the message template that will be sent via WhatsApp. Make sure to include dynamic fields to personalize each message based on the inquiry details.

Finalizing Your Workflow in Pabbly Connect

With both IndiaMART and WhatsApp configured, it’s time to finalize your workflow in Pabbly Connect. Review all settings to ensure everything is correctly set up. Make adjustments if necessary, especially in the message template for WhatsApp.

Once you are satisfied with the configuration, click on the ‘Save’ button to activate your workflow. This will enable the automation to run every time a new inquiry is received from IndiaMART.

To ensure your automation works as intended, conduct a test by submitting a sample inquiry through IndiaMART. Check your WhatsApp for the automated message confirming the inquiry. This test will help verify that the entire process is functioning smoothly.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages using Pabbly Connect and IndiaMART. By following these steps, you can streamline your communication and enhance customer engagement efficiently.

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