Learn how to automate sending WhatsApp messages to IndiaMART leads for online yoga and meditation using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
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 tasks without coding skills. Start by visiting the Pabbly website and signing in or signing up for a free account.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration between IndiaMART and WhatsApp Cloud API using Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow to automate sending WhatsApp messages to your leads. Start by naming your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads’. Select the appropriate folder to save your workflow.
- Provide a descriptive name for the workflow.
- Select the folder for organization.
- Click on ‘Create’ to start the workflow.
After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be set to IndiaMART to capture new leads, while the action will be configured to send messages via WhatsApp Cloud API using Pabbly Connect.
3. Setting Up the Trigger with IndiaMART
To set up the trigger, select IndiaMART as your application. Choose the event as ‘New Lead’. This will initiate the workflow every time a new inquiry is received. Copy the webhook URL provided by Pabbly Connect, as this will be used to connect IndiaMART to the Pabbly platform.
Next, log into your IndiaMART account. Go to the Lead Manager section, find the option for API, and paste the webhook URL into the required field. After saving the details, generate an OTP to complete the connection. This step is crucial as it allows Pabbly Connect to receive lead information from IndiaMART.
4. Sending WhatsApp Messages via Pabbly Connect
After successfully setting up the trigger, proceed to configure the action. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’. Connect this application using the API credentials from your WhatsApp Cloud account.
- Enter the Access Token, Phone Number ID, and WhatsApp Business Account ID.
- Select the template you created earlier for sending messages.
- Map the recipient’s mobile number and customize the message body.
Mapping ensures that the message sent is dynamic and personalized for each lead. After completing these steps, click on ‘Save and Send Test Request’ to verify that the setup works correctly. You should receive a WhatsApp message confirming the integration’s success, demonstrating the power of Pabbly Connect in automating your communication processes.
5. Conclusion
In conclusion, using Pabbly Connect allows you to automate the sending of WhatsApp messages to your IndiaMART leads efficiently. By setting up triggers and actions, you can ensure timely follow-ups with potential customers interested in your online yoga and meditation services.
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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With the right configuration, you can enhance your customer engagement and streamline your communication process, making it easier to manage inquiries and leads effectively.