How to Send Product Catalogue to IndiaMART Leads via WhatsApp Using Pabbly Connect

Learn how to automate sending product catalogs to IndiaMART leads via WhatsApp using Pabbly Connect. Step-by-step tutorial with detailed instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending product catalogs to IndiaMART leads via WhatsApp, first, you need to access Pabbly Connect. Visit the Pabbly Connect homepage by browsing to the URL Pabbly.com/connect. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 300 tasks every month.

If you are an existing user, just click on ‘Sign In’. After signing in, you will see the dashboard of Pabbly Connect. From here, you can create a new workflow by clicking the ‘Create Workflow’ button located at the top right corner.

2. Creating a Workflow in Pabbly Connect

In the workflow dialog box, name your workflow. For this tutorial, we will name it ‘IndiaMART Automation’. You can also choose a folder for your workflow. Now, click on the ‘Create’ button to proceed. This will allow you to set up your trigger and action.

• Select your trigger application as IndiaMART.
• Choose the trigger event as ‘New Leads’.
• Click on ‘Connect’ to establish a connection between IndiaMART and Pabbly Connect.

After this, you will need to add a new connection by clicking on ‘Add New Connection’. You will be prompted to enter your CRM API key from your IndiaMART account. This key is essential for connecting IndiaMART with Pabbly Connect.

3. Setting Up the Trigger with IndiaMART

To get your CRM API key, log into your IndiaMART account and navigate to the settings. Under account settings, you will find the CRM API key option. Click on it to generate a new key if you don’t have one yet.

Once you have the CRM API key, copy it and paste it into Pabbly Connect. After pasting, click on ‘Save’. This will successfully establish the connection. Remember that Pabbly Connect will only capture the latest lead received in your IndiaMART account, so ensure you have a new lead ready for testing.

4. Setting Up WhatsApp Cloud API as Action

Now that your trigger is set, it’s time to set up the action. Select WhatsApp Cloud API as your action application and choose the action event as ‘Send Template Message’. Again, click on ‘Connect’ to connect your WhatsApp Cloud API account with Pabbly Connect.

• Choose ‘Add New Connection’ if this is your first time connecting.
• Enter the required details: token, phone number ID, and WhatsApp business account ID.
• Make sure to set up your WhatsApp Cloud API account properly to avoid token expiration issues.

After entering the details, click ‘Save’ to create the connection. You will then need to select your message template from WhatsApp Cloud API. This template will be the message sent to your leads.

5. Finalizing the Automation Process

To finalize the automation, you will need to map the recipient’s mobile number to the phone number received from the IndiaMART lead. Instead of entering it manually, use the mapping feature in Pabbly Connect to pull the mobile number directly from the previous step.

Next, you will also need to provide the URL of the product catalog document that you wish to send. Ensure this URL is publicly accessible. After configuring all the necessary fields, click on ‘Save and Send Test Request’ to test the automation.

Once the test is successful, you should receive a WhatsApp message showing the product catalog sent to the lead. This confirms that your automation is working correctly, allowing you to send product catalogs to IndiaMART leads seamlessly via WhatsApp.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending product catalogs to IndiaMART leads via WhatsApp. By following these steps, you can streamline your communication with leads effectively.