Learn how to automate sending WhatsApp messages to IndiaMART leads for your firecrackers business using Pabbly Connect. Step-by-step guide included! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To send WhatsApp messages to IndiaMART leads, we start by accessing Pabbly Connect. This integration platform allows you to automate your communication with potential customers efficiently.
First, visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and get 100 tasks every month. Once logged in, you will see the dashboard where you can manage your workflows.
2. Creating a Workflow in Pabbly Connect
Next, we need to create a workflow in Pabbly Connect that will automate sending WhatsApp messages. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.
- Enter a name for your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads’.
- Select a folder to save your workflow.
- Click on the ‘Create’ button to finalize your workflow setup.
Your workflow is now created, and you will see options for setting up triggers and actions. The next step is to configure the trigger for this automation.
3. Setting Up Trigger in Pabbly Connect
In this step, we will set up the trigger in Pabbly Connect to capture new leads from IndiaMART. Select ‘IndiaMART’ as your trigger application and choose the event as ‘New Leads’.
Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect your IndiaMART account. Now, log in to your IndiaMART account and navigate to the Lead Manager section.
- Under Lead Manager, click on ‘Import/Export Leads’.
- Select the ‘Push API’ option.
- Paste the copied webhook URL in the URL field and save the details.
Once you have successfully set this up, Pabbly Connect will be ready to capture new leads automatically.
4. Testing the Integration in Pabbly Connect
After setting up the trigger, it’s essential to test the integration in Pabbly Connect. Generate a test lead in your IndiaMART account to ensure that the workflow captures the lead details correctly.
Log in to your IndiaMART user account and create a test inquiry. Fill in the required details and submit the inquiry. After submitting, return to Pabbly Connect and check if the workflow has captured the lead response.
Verify that the query ID, name, phone number, and other details are correctly captured in Pabbly Connect. If the details are captured successfully, you are ready to set up the action step.
With the trigger successfully tested, you can now proceed to configure the action step to send WhatsApp messages.
5. Sending WhatsApp Messages Using Pabbly Connect
Now that the integration is set up, we will configure the action step in Pabbly Connect to send WhatsApp messages to the leads. Select ‘WhatsApp by AI Sensei’ as your action application and choose the event as ‘Send Template Message’.
Connect your WhatsApp by AI Sensei account using the API key provided in your account settings. After connecting, specify the campaign name and select the template you created earlier.
Map the mobile number and lead’s name from the previous step. Ensure the campaign status is live for the messages to be sent. Click on ‘Save and Test Request’ to send a test message.
If everything is set up correctly, you will receive a WhatsApp message confirming the lead’s inquiry, thus completing the automation process.
Conclusion
In this tutorial, we learned how to use Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads. This integration streamlines communication, ensuring prompt responses to potential customers and enhancing business efficiency.
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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