How to Get IndiaMART Lead Details on WhatsApp Automatically Using Pabbly Connect

Learn how to automate IndiaMART lead notifications to WhatsApp using Pabbly Connect. Follow our step-by-step guide to streamline your lead management process. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of getting IndiaMART lead details on WhatsApp automatically, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the dashboard. Click on the Pabbly Connect option to access the integration features. This is where you will create a workflow that connects IndiaMART with WhatsApp through the WhatsApp Cloud API.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the Create Workflow button. You will be prompted to name your workflow; enter a descriptive name like ‘Get IndiaMART Lead Details to WhatsApp Automatically’.

• Choose a folder to save your workflow.
• Select the ‘IndiaMART Automations’ folder for better organization.
• Click on Create to finalize your workflow setup.

Now, you will see two main sections: Trigger and Action. The trigger application will be IndiaMART, and the action application will be WhatsApp Cloud API. This setup will ensure that whenever a new lead is generated, a WhatsApp message will be sent automatically.

3. Setting Up the Trigger with IndiaMART

In this step, you will configure the trigger in Pabbly Connect. Click on the arrow to set up the trigger, and select IndiaMART as your trigger application. The trigger event will be New Leads. This means that every time a new lead is generated in IndiaMART, it will trigger the workflow.

Next, you will need to create a new connection. Click on Add New Connection and enter your CRM key from your IndiaMART account. To find this key, log into your IndiaMART account, navigate to Profile > Settings > Account Settings, and click on CRM API. Generate your CRM key and paste it into the Pabbly Connect field. Finally, click on Save and Send Test Request to confirm the connection.

4. Setting Up the Action with WhatsApp Cloud API

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect. Select WhatsApp Cloud API as your action application. The action event will be Send Template Message. This allows you to send a pre-defined message template to your WhatsApp number whenever a new lead is generated.

To establish this connection, you will need to click on Add New Connection again. You will be prompted to enter the token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp Cloud API setup. After entering this information, click on Save to connect WhatsApp Cloud API with Pabbly Connect.

5. Mapping Data in the WhatsApp Template

Now that you have set up the action, you need to map the data from the previous step into the WhatsApp template. Select the template you created for IndiaMART lead details. Ensure you fill in the recipient’s mobile number, which is the WhatsApp number where you want to receive notifications.

• Map the lead’s name, phone number, email, and address into the respective body fields of the message template.
• Click on Save and Send Test Request to send a test message.

Once you receive a response indicating that the message status is accepted, check your WhatsApp to confirm that you have received the notification. This indicates that the automation is successfully set up, allowing you to get IndiaMART lead details on WhatsApp automatically.

Conclusion

In this tutorial, we demonstrated how to automate the process of receiving IndiaMART lead details on WhatsApp automatically using Pabbly Connect. By following the steps outlined, you can streamline your lead management process, ensuring timely notifications for new leads.