Learn how to automate sending product catalogues to IndiaMART leads via WhatsApp using Pabbly Connect in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send product catalogues to IndiaMART leads via WhatsApp, you first need to access Pabbly Connect. This platform allows you to automate the process by connecting different applications seamlessly.

Begin by visiting the Pabbly Connect homepage at Pabbly.com/connect. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks each month. Existing users can simply log in by clicking on ‘Sign In’. Once logged in, you will be directed to the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

To automate the sending of product catalogues, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located on the top right corner of the dashboard.

  • Name your workflow (e.g., IndiaMART Automation).
  • Select a folder to save your workflow.
  • Click on the ‘Create’ button to finalize.

In the newly created workflow, you will set up a trigger and an action. The trigger will be IndiaMART for new leads, and the action will be WhatsApp Cloud API to send messages.

3. Setting Up the Trigger with IndiaMART

Now, select IndiaMART as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Leads’ to start the automation process.

To connect your IndiaMART account, click on ‘Connect’ and then ‘Add New Connection’. You will need to input your CRM API key from your IndiaMART account settings. Navigate to your IndiaMART account, go to settings, and find the CRM API key option. Generate a new key if necessary, copy it, and paste it into Pabbly Connect.

4. Configuring the Action with WhatsApp Cloud API

After successfully setting up the trigger, it’s time to configure the action. Select WhatsApp Cloud API as your action application in Pabbly Connect and choose ‘Send Template Message’ as the action event.

To establish a connection, click ‘Connect’ and select ‘Add New Connection’. Here, you will need to provide your WhatsApp Cloud API details including the temporary access token, phone number ID, and WhatsApp Business Account ID. Make sure to set up your WhatsApp Cloud API account beforehand to retrieve these details.

  • Enter the template name, which you’ve created in WhatsApp Cloud API.
  • Map the recipient’s mobile number from the previous step.
  • Provide the header document URL for the product catalogue.

Once all details are filled, click on ‘Save and Send Test Request’ to ensure everything is functioning correctly.

5. Testing and Finalizing the Automation

After configuring both the trigger and action in Pabbly Connect, it’s essential to test the automation. Click on ‘Save and Send Test Request’ in the WhatsApp Cloud API step to send a test message.

Check your WhatsApp to confirm that you receive the message with the product catalogue attached. If successful, you will see the message status as accepted. This indicates that your automation setup is complete and functioning as intended.

With this setup, every time a new lead is generated in IndiaMART, the product catalogue will be automatically sent via WhatsApp, streamlining your communication process.

Conclusion

In this tutorial, we explored how to send product catalogues to IndiaMART leads via WhatsApp using Pabbly Connect. This automation not only saves time but also enhances customer engagement by providing instant information to leads.

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