Learn how to automate sending WhatsApp messages to IndiaMART leads for real estate services using Pabbly Connect. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start sending WhatsApp messages to IndiaMART leads, first access Pabbly Connect. Type the URL Pabbly.com/connect in your browser to reach the homepage. Here, you will find options to sign in or sign up for free, making it easy for both new and existing users to get started.
If you are a new user, click on the ‘Sign up for free’ button to create an account. After signing up, you will receive 100 free tasks every month to explore the functionalities of Pabbly Connect. Once logged in, navigate to the dashboard where you can create workflows for automating your tasks.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow specifically for sending WhatsApp messages to IndiaMART leads. Click on the ‘Create Workflow’ option on the dashboard. A dialog box will appear asking for a name for your workflow. Enter ‘Send WhatsApp Message to IndiaMART Leads’ and select a folder to save it in.
After naming your workflow, you will see a blank workflow screen with two main sections: Trigger and Action. The trigger will be set to activate when a new lead is received from IndiaMART, and the action will be to send a WhatsApp message through the chosen application. Follow these steps to set up your workflow:
- Click on the Trigger application and select ‘IndiaMART.’
- Choose the trigger event as ‘New Lead.’
- Copy the webhook URL provided by Pabbly Connect.
Now, you are ready to set up the connection between IndiaMART and Pabbly Connect for lead management.
3. Setting Up the IndiaMART Connection
To connect IndiaMART with Pabbly Connect, log in to your IndiaMART account. Navigate to the Lead Manager section and select the option for Push API integration. Here, you will paste the webhook URL you copied earlier from Pabbly Connect.
After pasting the URL, select the CRM platform as Pabbly Connect. Follow these steps to complete the setup:
- Choose the source of the leads, selecting ‘Other.’
- Click on ‘Save Details’ to finalize the integration.
- Generate an OTP to activate the webhook listener.
Once the connection is established, Pabbly Connect will wait for the webhook response from IndiaMART whenever a new lead is generated.
4. Testing the Webhook Response
After setting up the connection, you need to test the webhook response to ensure it captures lead data correctly. To do this, create a new lead in IndiaMART by submitting an inquiry. Open an incognito window and contact your supplier through the IndiaMART interface.
Once you submit the inquiry, check Pabbly Connect for the webhook response. You should see all the lead details captured, including:
Lead Name Phone Number Email Address
This confirms that Pabbly Connect is successfully capturing lead information from IndiaMART for further action.
5. Sending WhatsApp Messages Using Pabbly Connect
Now that the webhook response is successfully captured, you can set up the action to send WhatsApp messages using Pabbly Connect. For this, select the action application as WhatsApp by AI Sensi. Choose the action event as ‘Send Template Message.’
To connect WhatsApp with Pabbly Connect, you need to provide the API key from your AI Sensi account. After entering the API key, you will set up the message parameters:
Enter the campaign name linked to your WhatsApp template. Map the phone number and lead name dynamically from the webhook response. Fill in any additional parameters required for your message.
After saving and sending the test request, check your WhatsApp to confirm that the message has been received successfully. This demonstrates how Pabbly Connect automates the process of sending WhatsApp messages to your leads from IndiaMART.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads for real estate services. By following these steps, you can efficiently connect with your leads and enhance your communication strategy.
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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