Learn how to automate WhatsApp messaging for India Mart leads using Pabbly Connect in this step-by-step tutorial. Streamline your communication effortlessly! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To start using Pabbly Connect for automating WhatsApp messages, first, visit the Pabbly Connect website. You can sign up for a free account or log in if you are an existing user. This platform allows you to connect various applications seamlessly, enhancing your business efficiency.

After signing in, you’ll be greeted by the dashboard. Here, you can begin creating a workflow that connects your India Mart account with your WhatsApp messaging service. This integration will help you send automated messages to leads without manual effort.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button on your dashboard. Name your workflow something descriptive, like ‘Send WhatsApp Messages to India Mart Leads’. This name will help you identify the workflow later.

  • Click on the ‘Create’ button to open the workflow setup.
  • Select your trigger application, which in this case is India Mart.
  • Choose the trigger event as ‘New Lead’.

Once you have selected the trigger, Pabbly Connect will generate a webhook URL. You will need this URL to connect your India Mart account with the Pabbly Connect workflow, allowing it to capture new leads automatically.

3. Connecting India Mart to Pabbly Connect

Next, log into your India Mart account and navigate to the Lead Manager section. Here, you will find the option to import/export leads. Select the option to push API and enter the webhook URL generated by Pabbly Connect.

Ensure you select the source as ‘Other’ and enter ‘Pabbly Connect’ as the CRM platform name. After saving the details, request an OTP to verify the connection. Enter the OTP and submit the form to establish the connection between India Mart and Pabbly Connect.

4. Sending WhatsApp Messages Using Pabbly Connect

After setting up the connection, it’s time to send WhatsApp messages. You will need to create a WhatsApp messaging template in Pabbly Chatflow. First, navigate to the template section and click on ‘Add New Template’. using Pabbly Connect

  • Select the category as ‘Marketing’.
  • Enter a template name and select the language.
  • Fill in the message format, including dynamic variables for personalization.

Once your template is created, you can return to your Pabbly Connect workflow. Choose Pabbly Chatflow as the action application and select the action event as ‘Send WhatsApp Message’. Connect your Chatflow account and map the necessary fields to ensure messages are sent correctly.

5. Testing and Activating the Workflow

To finalize your setup, conduct a test by sending a sample lead from your India Mart account. This action should trigger the workflow in Pabbly Connect and send a WhatsApp message to the specified lead.

Once the test is successful, activate your workflow. From now on, every time a new lead is captured in India Mart, Pabbly Connect will automatically send a WhatsApp message to that lead, streamlining your communication process.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate WhatsApp messages for India Mart leads. By following these steps, you can enhance your business communication without manual intervention, ensuring timely responses to potential customers.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.