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Automated SMS Integration with B2B Marketplace Using Pabbly Connect

Learn how to automate SMS notifications for new leads in the B2B Marketplace using Pabbly Connect. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Introduction to SMS Integration with B2B Marketplace

SMS integration with B2B Marketplace is crucial for automating communication. This process allows businesses to send automated SMS to new leads efficiently.

In this tutorial, we will set up an integration using Pabbly Connect, connecting India M with ClickSend to send SMS notifications for new leads captured through the B2B Marketplace.

2. Setting Up Pabbly Connect for SMS Automation

To start sending automated SMS, we first need to set up Pabbly Connect. Begin by accessing the Pabbly Connect dashboard and creating a new workflow.

Follow these steps to set up your workflow:

Click on the ‘Create Workflow’ button in the top right corner.
Name your workflow, e.g., ‘Send Automated SMS to IndiaM Leads’.
Save the workflow in the designated folder.

Once the workflow is created, you will see options to set up the trigger and action. This is where we will connect India M as the trigger application.

3. Connecting India M as the Trigger Application

To automate SMS sending, we will first establish India M as our trigger application in Pabbly Connect. This allows us to capture new leads as they come in.

Here’s how to connect India M:

Search for India M in the trigger application section.
Select the trigger event as ‘New Leads’.
Connect your India M account by entering the CRM API key.

After connecting, refresh the fields and test the connection to ensure it’s working. This will allow Pabbly Connect to fetch new lead data every 24 hours.

4. Configuring ClickSend for SMS Sending

After setting up India M as the trigger, the next step is to configure ClickSend for sending SMS. This is where the automation takes place. using Pabbly Connect

To set up ClickSend, follow these steps:

Search for ClickSend in the action application section. Select the action event to ‘Send New SMS’. Connect your ClickSend account using the API key and username.

Once connected, map the lead’s mobile number from the previous step to ensure the SMS goes to the correct recipient. Customize the SMS message to include specific details about the lead.

5. Finalizing the Automation Process

With both India M and ClickSend connected, you can finalize the SMS automation process. This step involves sending a test SMS to ensure everything is working correctly. using Pabbly Connect

To complete the setup:

Click on ‘Save and Send Test Request’ to dispatch a test SMS. Check the response to confirm the SMS was queued for delivery. Review the message received to verify its accuracy.

Once confirmed, your automated SMS integration is complete. Every time a new lead is captured through India M, an SMS will be sent automatically via ClickSend.

Conclusion

Automating SMS notifications for new leads in the B2B Marketplace using Pabbly Connect streamlines communication and enhances efficiency. By integrating SMS with India M and ClickSend, businesses can ensure timely responses to inquiries.

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