Learn how to send WhatsApp messages to IndiaMART leads for your plywood business using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for WhatsApp Integration
To send WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in with your account. If you are a new user, you can sign up for free to get started with 100 tasks per month.
Once logged in, navigate to the Pabbly Apps page. Click on the Pabbly Connect option to enter the dashboard, where you can manage your workflows. This is the central hub for integrating IndiaMART leads with WhatsApp messaging.
2. Setting Up the Integration in Pabbly Connect
In this step, we will set up the integration between IndiaMART leads and WhatsApp using Pabbly Connect. Start by creating a new workflow. Select the trigger event, which is ‘New Lead’ from IndiaMART. This event will initiate the automation whenever a new lead is received.
- Select the trigger application as IndiaMART.
- Choose the event as ‘New Lead’.
- Connect your IndiaMART account by providing the necessary API details.
After setting the trigger, you will need to configure the action step to send a WhatsApp message. Choose WhatsApp as your action application and select the appropriate action. This setup ensures that every time a new lead is captured, a WhatsApp message is automatically sent.
3. Connecting IndiaMART and WhatsApp via Pabbly Connect
Next, you must connect your IndiaMART account with Pabbly Connect. To do this, you will need a webhook URL provided by Pabbly Connect. This URL acts as a bridge between IndiaMART and WhatsApp.
Log in to your IndiaMART account and navigate to the lead manager section. Click on the three dots to access the import/export leads option. Select the Push API option to enter the webhook URL from Pabbly Connect. This step is crucial for enabling data transfer from IndiaMART to WhatsApp.
- Open the Push API integration settings in IndiaMART.
- Paste the webhook URL from Pabbly Connect.
- Save the settings to establish the connection.
Now, every time a new lead is generated in IndiaMART, the information will be sent to Pabbly Connect through the webhook, triggering the WhatsApp message automation.
4. Creating a WhatsApp Template for Messaging
Creating a WhatsApp message template is essential for sending messages through Pabbly Connect. You can do this by accessing the Pabbly Chatflow application. Here, you can create and manage your WhatsApp templates.
Click on the Templates option and then select Add New Template. Fill in the required details such as template name, category, and content. Ensure that you include dynamic fields to personalize the message based on the lead’s information.
Choose a template category relevant to your business. Define the message content, including placeholders for dynamic data. Submit the template for approval to use it in your workflows.
This template will be utilized whenever a lead is received from IndiaMART, allowing you to send personalized WhatsApp messages automatically.
5. Testing and Verifying the Integration
Once you have set up the integration, it is crucial to test the entire workflow to ensure it functions correctly. In Pabbly Connect, go back to your workflow and click on the Test button. This will simulate the process of receiving a new lead from IndiaMART.
After testing, check your WhatsApp account to verify that the message has been received correctly. This confirmation ensures that the integration between IndiaMART and WhatsApp through Pabbly Connect is working as intended.
Initiate a test lead submission from IndiaMART. Observe the response in Pabbly Connect. Check your WhatsApp for the received message.
With successful testing, you can confidently use Pabbly Connect to automate sending WhatsApp messages to your IndiaMART leads, enhancing your plywood business’s communication efficiency.
Conclusion
In this tutorial, we explored how to send WhatsApp messages to IndiaMART leads for your plywood business using Pabbly Connect. By following these steps, you can automate your communication and respond to inquiries promptly, improving customer engagement.
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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