Learn how to automate WhatsApp notifications for IndiaMART enquiries using Pabbly Connect in this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To get WhatsApp notifications for IndiaMART enquiries, start by accessing Pabbly Connect. This platform allows you to create automation workflows without any coding skills. Simply go to the Pabbly Connect homepage and sign in if you are an existing user or sign up for a free account.

After signing in, you will be directed to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin. Give your workflow a name, such as ‘Get WhatsApp Notification for IndiaMART Inquiries,’ and select a folder to save it in. Then click on ‘Create’ to proceed.


2. Setting Up Trigger with IndiaMART

The next step in using Pabbly Connect is to set up the trigger application. For this integration, you will select IndiaMART as the trigger application. Click on the trigger window and search for ‘IndiaMART’ to select it.

After selecting IndiaMART, you need to choose the trigger event. The appropriate event here is ‘New Leads’ since you want to receive notifications for new enquiries. Click on the ‘Connect’ button and then choose ‘Add New Connection.’ You will need to provide a CRM key from your IndiaMART account.

  • Log in to your IndiaMART account.
  • Go to Settings and select Account Settings.
  • Generate and copy your CRM API key.

Paste this key back into Pabbly Connect and click on ‘Save.’ After saving, refresh the fields to ensure you have the latest data from IndiaMART, and then click on ‘Save and Send Test Request’ to confirm that the connection is successful.


3. Setting Up Action with WhatsApp Cloud API

Now that you have set up the trigger, the next step is to configure the action using Pabbly Connect. For the action application, select ‘WhatsApp Cloud API.’ This will allow you to receive WhatsApp notifications for new leads.

Choose the action event ‘Send Text Message.’ Click on the ‘Connect’ button and then select ‘Add New Connection.’ You will need to provide your WhatsApp Cloud API details, including access token, phone number ID, and WhatsApp business account ID.

  • Set up your WhatsApp Cloud API account on Meta for Developers.
  • Copy the access token, phone number ID, and WhatsApp business account ID from your API setup.

Paste these details into Pabbly Connect and click on ‘Save’ to establish the connection. This integration will ensure that you receive a WhatsApp notification every time a new enquiry is made on IndiaMART.


4. Configuring the WhatsApp Message Template

After successfully connecting the WhatsApp Cloud API, you need to configure the message that will be sent. In this step, you will specify the recipient’s phone number and the message content. Enter your phone number in the recipient field. using Pabbly Connect

For the message, you can create a template that includes dynamic data from the enquiry. For example, you might write: ‘Hello, a new enquiry has been received from IndiaMART. Here are the details: Name: {{name}}, Email: {{email}}, Query: {{query_message}}.’ This dynamic mapping allows you to receive personalized notifications for each lead.

Map the name, email, and query message from the previous step. Ensure all fields are filled out correctly for dynamic data.

Once you have configured the message template, click on ‘Save and Send Test Request’ to check if everything is working correctly. If successful, you should receive a WhatsApp message with the enquiry details.


5. Testing and Verifying the Automation

In this final step, you will test the entire automation process created with Pabbly Connect. After completing the previous steps, ensure that the workflow is correctly set up. Click on ‘Save and Send Test Request’ again to initiate a test.

Check your WhatsApp to verify if you have received the notification message. If you see the message containing the details of the new enquiry, it means the automation is working perfectly. This integration allows you to receive timely notifications without any manual effort.

With this setup, you can streamline your communication process and ensure that you never miss an important enquiry from IndiaMART. If you want to explore more automations, visit the Pabbly website for additional tutorials and resources.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp notifications for IndiaMART enquiries. By setting up triggers and actions, you can efficiently receive updates on new leads directly to your WhatsApp, enhancing your response time and customer engagement.

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