Learn how to automate WhatsApp messages to IndiaMART leads in the metals and alloys business using Pabbly Connect. Follow this step-by-step tutorial for seamless integration.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To send WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. This platform allows you to automate the process of sending messages whenever a new lead is generated. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.
After logging in, you’ll see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to open the Pabbly Connect application. This is where you’ll create a workflow that connects IndiaMART with WhatsApp through Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
Creating a workflow is essential for automating the WhatsApp messaging process. In Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Send WhatsApp Message to IndiaMART Leads for Metals and Alloys Business’. using Pabbly Connect
- Select a folder to save the workflow.
- Click on the ‘Create’ button to finalize your workflow setup.
Once your workflow is created, you will have two main sections: Trigger and Action. The Trigger is what starts the automation, and the Action is what happens in response. In this case, the Trigger will be IndiaMART, and the Action will be sending a WhatsApp message using Pabbly Connect.
3. Setting Up the Trigger with IndiaMART
The next step is to set up the Trigger in your workflow. Select IndiaMART as your trigger application and choose ‘New Lead’ as the trigger event. This event will capture new leads generated from your IndiaMART account. Pabbly Connect will provide you with a unique webhook URL that you will need to copy. using Pabbly Connect
Now, log into your IndiaMART account. Go to the Lead Manager option and select ‘Import and Export Leads’. From there, navigate to the ‘Push API’ section. Select ‘Other’ as the source and paste the copied webhook URL from Pabbly Connect into the designated field. After saving the details, the webhook will be successfully added to your IndiaMART account.
4. Testing the Integration Between IndiaMART and Pabbly Connect
To ensure that everything is working correctly, you need to generate a test lead. Go back to your IndiaMART account and create a test lead by selecting a dummy product and submitting an inquiry. Fill in the necessary details, including the company name and inquiry message.
- Check back in Pabbly Connect to see if the response from the test lead is captured.
- You should see the details of the lead, including the name, phone number, and inquiry message.
If the response is captured successfully, it means that IndiaMART is connected to Pabbly Connect correctly, and the trigger is set up properly. This setup will allow you to send WhatsApp messages automatically whenever a new lead is generated.
5. Setting Up the Action to Send WhatsApp Messages
Now that the Trigger is set up, it’s time to define the Action. Select ‘AI Sensei’ as your action application and choose ‘Send Template Message’ as the action event. You will need to connect your AI Sensei account to Pabbly Connect by entering the API key from your AI Sensei account.
After connecting, specify the campaign name and map the mobile number and lead’s name to the respective fields. This mapping is crucial as it personalizes the WhatsApp message sent to each lead. Once everything is set, click on the ‘Save and Send Test Request’ button.
Upon successful execution, you will receive a positive response, confirming that the WhatsApp message has been sent. Check your WhatsApp to see the message delivered to the lead with the personalized content you created in the template. This integration through Pabbly Connect ensures that you can respond to inquiries efficiently and effectively.
Conclusion
In this tutorial, we explored how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect. By setting up triggers and actions correctly, you can streamline your communication process and improve engagement with potential clients.
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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