Learn how to automate WhatsApp messages for IndiaMART leads using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start the integration process, you first need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. If you do not have an account, you can sign up for free and get 100 tasks each month.
After signing in, you will see the dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface. From here, you can create a workflow that will automate the sending of WhatsApp messages to new leads generated from IndiaMART.
2. Creating a Workflow in Pabbly Connect
Next, you need to create a workflow in Pabbly Connect. This is where you set up the automation process. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear asking for a workflow name and folder selection.
- Workflow Name: Send WhatsApp Message to IndiaMART Leads
- Select Folder: Choose the appropriate folder for your workflow
After entering the details, click on the ‘Create’ button. You will now see two sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result.
3. Setting Up the Trigger with IndiaMART
The next step involves setting up the trigger in Pabbly Connect. Select IndiaMART as the trigger application. This will allow you to capture new lead inquiries automatically.
For the trigger event, choose ‘New Leads’. This means that every time a new lead is generated in your IndiaMART account, Pabbly Connect will capture that information. To establish this connection, copy the provided webhook URL from Pabbly Connect.
- Log into your IndiaMART account.
- Navigate to ‘Lead Manager’ and find ‘Push API’ settings.
- Paste the webhook URL into the designated field and save it.
Once this is done, Pabbly Connect will be ready to capture lead inquiries from IndiaMART.
4. Testing the Trigger in Pabbly Connect
After setting up the trigger, it’s crucial to test it to ensure that Pabbly Connect is capturing the leads correctly. Generate a test lead in your IndiaMART account by submitting an inquiry.
Once the test lead is submitted, return to your workflow in Pabbly Connect. You should see that it has successfully captured the lead’s details, including the unique query ID, lead name, and contact information. This confirms that the connection between IndiaMART and Pabbly Connect is functioning properly.
5. Setting Up the Action to Send WhatsApp Messages
The final step is to set up the action that sends WhatsApp messages using the WhatsApp Cloud API through Pabbly Connect. For the action application, select WhatsApp Cloud API and choose ‘Send Template Message’ as the action event.
To connect to the WhatsApp Cloud API, you need to enter your token, phone number ID, and WhatsApp business account ID. These details can be obtained from your WhatsApp Cloud API setup. After entering these details, select the message template you created for responding to leads.
Template Name: IndiaMART Leads Follow Up Recipient Mobile Number: Map this to the lead’s mobile number captured in the trigger. Lead’s Name: Map this to the lead’s name variable in the template.
Once all details are filled in, click on ‘Save and Test Request’. You should receive a confirmation that the message has been sent successfully, demonstrating that the integration works seamlessly.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to leads generated through IndiaMART. By following these steps, you can enhance your communication efficiency and improve lead engagement, ultimately driving better business outcomes.
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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