Learn how to automate WhatsApp messages for leads from IndiaMART using Pabbly Connect. This guide provides step-by-step instructions for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start the integration process using Pabbly Connect, first navigate to the Pabbly website. Click on the ‘Sign Up for Free’ button if you are a new user or ‘Sign In’ if you already have an account. Upon logging in, you will see various Pabbly applications available.

Click on ‘Access Now’ for Pabbly Connect to enter your dashboard. From here, you can create a new workflow for your automation needs. Ensure you have your IndiaMART and WhatsApp Cloud API accounts ready for the integration process.


2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow specifically for sending WhatsApp messages to leads from IndiaMART using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘WhatsApp Messages for IndiaMART Leads’. Choose the folder where you want to save this workflow.

  • Enter the workflow name.
  • Select the appropriate folder for saving.
  • Click on ‘Create’ to proceed.

After creating the workflow, you will be directed to the workflow window where you can set up your trigger and actions. Here, select IndiaMART as your trigger application and choose the trigger event as ‘New Lead’.


3. Connecting IndiaMART to Pabbly Connect

To connect IndiaMART to Pabbly Connect, you will receive a Webhook URL after selecting the trigger event. Copy this URL and log into your IndiaMART account. Navigate to the ‘Lead Manager’ section and find the ‘Import/Export Leads’ option.

  • Go to the Lead Manager section.
  • Select ‘Push API’ from the menu.
  • Paste the Webhook URL into the designated field.

After saving the details, you will be prompted to generate an OTP to confirm the connection. Enter the OTP to finalize the integration between IndiaMART and Pabbly Connect.


4. Sending WhatsApp Messages Using Pabbly Connect

Now that IndiaMART is connected, it’s time to send automated WhatsApp messages. In the workflow, select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect your WhatsApp Cloud API account by entering the required details such as access token, phone number ID, and WhatsApp business account ID. After connecting, choose the template you want to use for messaging.

Select the WhatsApp template for your message. Map the recipient’s phone number from the previous response. Map any other necessary fields such as lead’s name.

Finally, test the workflow to ensure that WhatsApp messages are sent successfully to the leads captured from IndiaMART.


5. Finalizing the Integration Workflow

After successfully sending messages to leads, you can set up another action to notify your team. Again, select WhatsApp Cloud API and repeat the previous steps to configure the message template for team notifications.

Ensure to map the relevant fields from the lead data received, so your team gets all necessary information about the new lead. Once everything is set up, click on ‘Save’ and test the entire workflow to confirm that both leads and team members receive notifications.

With Pabbly Connect, you have now automated the process of sending WhatsApp messages to both leads and your team, enhancing your response time and efficiency.


Conclusion

This tutorial demonstrated how to integrate WhatsApp Cloud API with IndiaMART using Pabbly Connect. By automating WhatsApp messages, you can efficiently manage lead communications and improve follow-up processes.

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