Learn how to automate WhatsApp notifications for IndiaMART enquiries using Pabbly Connect. Step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To automate WhatsApp notifications for IndiaMART inquiries, start by accessing Pabbly Connect. Go to the Pabbly Connect website and either sign in or create a free account.
If you are a new user, click on the ‘Sign up for free’ button. After creating your account, you will receive 100 free tasks each month to explore the software. Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect to begin setting up your workflow.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, click on the ‘Create Workflow’ option to start. A dialog box will appear asking for a workflow name. Enter ‘Get WhatsApp Notification for IndiaMART Enquiries’ and select a folder to save your workflow.
Once the workflow is created, you will see two windows: one for the trigger and one for the action. The trigger will be IndiaMART, and the action will be WhatsApp Cloud API. This setup will ensure that every new inquiry generates a WhatsApp notification.
- Click on ‘Create’ to finalize the workflow.
- Select IndiaMART as the trigger application.
- Choose ‘New Leads’ as the trigger event.
After setting up the trigger, connect your IndiaMART account by adding a new connection. You will need a CRM API key from your IndiaMART account settings to establish this connection.
3. Connecting IndiaMART to Pabbly Connect
To connect IndiaMART with Pabbly Connect, log into your IndiaMART account and navigate to the settings. Under account settings, find the CRM API section to generate your API key.
Copy the API key and return to Pabbly Connect. Paste the key into the designated field and click on ‘Save’. This will successfully link your IndiaMART account with Pabbly Connect.
- Click on ‘Refresh Fields’ to update the available data.
- Click on ‘Save and Send Test Request’ to test the connection.
- Verify that you receive the lead details in response.
Once you receive a successful response, the connection is confirmed, and you can proceed to set up the WhatsApp Cloud API for notifications.
4. Configuring WhatsApp Cloud API in Pabbly Connect
Next, you will configure the WhatsApp Cloud API as the action step in Pabbly Connect. Select WhatsApp Cloud API from the action applications list and choose ‘Send Text Message’ as the action event.
To connect your WhatsApp Cloud API account, you will need to enter three key details: access token, phone number ID, and WhatsApp business account ID. These details can be found in the Meta for Developers dashboard.
Log into your Meta for Developers account. Navigate to the API setup to copy the required details. Paste these details into Pabbly Connect and save the connection.
After successfully connecting the WhatsApp Cloud API, you can now set the recipient’s mobile number and the message format for notifications.
5. Finalizing the Setup to Receive Notifications
In this final step, specify the mobile number where you want to receive WhatsApp notifications. Then, customize the message format to include the lead’s details such as name, email, and query message.
Map the data from the previous steps to ensure that each new inquiry generates a unique message. This dynamic mapping allows Pabbly Connect to send personalized notifications for every inquiry received.
Enter the message format you want to receive. Use the mapping feature to insert lead details dynamically. Test the setup by clicking ‘Save and Send Test Request’.
Once the test is successful, you will start receiving WhatsApp notifications for every new inquiry automatically, demonstrating the power of Pabbly Connect in automating your business processes.
Conclusion
In this tutorial, we explored how to set up WhatsApp notifications for IndiaMART inquiries using Pabbly Connect. By following the steps outlined, you can easily automate the notification process and streamline your lead management.
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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