Learn how to automate WhatsApp alerts for IndiaMart leads using Pabbly Connect and AI Sensei. Follow our step-by-step tutorial for seamless integration. 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 get started with automating WhatsApp alerts for IndiaMart leads, first access Pabbly Connect by visiting the official website. Once there, you can sign in or create a new account if you are a first-time user. This platform allows seamless integration between different applications, eliminating the need for coding skills.
After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the process of receiving alerts. Click on the ‘Create Workflow’ button to begin setting up your integration.
2. Creating a Workflow for IndiaMart Leads
In this step, you will create a workflow specifically for receiving WhatsApp alerts for new leads from IndiaMart. First, name your workflow something descriptive, such as ‘Get WhatsApp Alerts for IndiaMart Leads’. Then, choose a folder to save this workflow in. using Pabbly Connect
- Select the folder where you want to save the workflow.
- Click on the ‘Create’ button to proceed.
- You will see two boxes appear: one for the trigger and one for the action.
For this workflow, set IndiaMart as your trigger application. This means that whenever a new lead is generated in IndiaMart, it will trigger the action to send a WhatsApp message via AI Sensei. You are now ready to proceed with the next steps of the integration.
3. Configuring the Trigger with IndiaMart
In this section, you will configure the trigger to capture new leads from IndiaMart. Select IndiaMart as your trigger application and choose the event as ‘New Lead’. This setup is crucial as it defines the starting point of your automation.
Next, you will need to connect IndiaMart with Pabbly Connect. To do this, a webhook URL will be generated. Copy this URL and navigate to your IndiaMart account. Here, you will set up the webhook by pasting the URL into the relevant field in the IndiaMart settings.
- Go to the Lead Manager in your IndiaMart account.
- Click on ‘Import/Export Leads’ and select ‘Push API’.
- Paste the webhook URL in the designated field.
After saving these settings, return to Pabbly Connect to test the webhook connection. This ensures that your integration is correctly set up and ready to capture new lead data.
4. Setting Up the Action with AI Sensei
Now that the trigger is configured, it’s time to set up the action using AI Sensei. In your Pabbly Connect workflow, select AI Sensei as the action application and choose the event ‘Send Template Message’. This action will send you a WhatsApp message whenever a new lead is received.
To connect AI Sensei with Pabbly Connect, you will need to enter your API key from your AI Sensei account. After entering the API key, you will set up the message template that will be sent to you via WhatsApp. Make sure to fill in all required fields, including the campaign name and the mobile number where you want to receive alerts.
Enter the campaign name that corresponds to your WhatsApp message. Map the lead details such as name and email from the trigger response. Click on ‘Save and Send Test Request’ to complete the setup.
After saving, check your WhatsApp to verify that you have received the alert with the lead details. This confirms that your integration is functioning correctly.
5. Conclusion: Automating Alerts with Pabbly Connect
In this tutorial, you have learned how to automate WhatsApp alerts for new leads from IndiaMart using Pabbly Connect and AI Sensei. By following the steps outlined, you can ensure that you receive timely notifications about new inquiries.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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This integration not only saves time but also enhances your ability to respond quickly to potential customers. With Pabbly Connect, you can easily connect various applications and streamline your business processes.
Now you can enjoy the benefits of automation and stay updated with your leads without any manual effort!