Integrate WhatsApp with India M Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with India M using Pabbly Connect for automated messaging to leads. Follow our detailed tutorial for seamless integration. 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 using Pabbly Connect, first, navigate to the Pabbly Connect landing page. You can do this by entering ‘Pabbly.com/connect’ in your browser. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 free tasks each month.

For existing users, simply click on ‘Sign in’. Once logged in, you will see various applications offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to proceed to your dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to enter a workflow name and choose a folder to save it in. For this integration, name your workflow something like ‘Send WhatsApp Message to India M Leads’.

• Click on ‘Create’ to initiate the workflow.
• This opens the workflow window where you can set your trigger and action.

In the workflow window, select your trigger application. In this case, choose ‘India M’ as the application to trigger the workflow when a new lead is received. This is crucial as it allows Pabbly Connect to automate responses to inquiries.

3. Configuring India M as the Trigger Application

To set up India M, you need to select the trigger event. Choose ‘New Lead’ as the event that will initiate the automation. Once selected, Pabbly Connect will provide a webhook URL that you must copy.

Next, log into your India M account. Navigate to the ‘Lead Manager’ section and select ‘Import/Export Leads’ from the menu. Click on ‘Push API’ and paste the webhook URL into the designated field. This will connect your India M account with Pabbly Connect.

4. Testing the Integration with a Dummy Lead

After configuring the webhook, you need to test the integration to ensure it works correctly. Generate a dummy lead by submitting an inquiry through your India M account. This inquiry will trigger the workflow in Pabbly Connect.

• Submit a test lead with details such as your name and inquiry message.
• Check the workflow in Pabbly Connect to see if the lead details are captured successfully.

If the test lead is captured, it confirms that the integration is successful. The details of the lead will now be available in your workflow for further processing.

5. Sending WhatsApp Messages Using AI Sensi

For the action step, select ‘AI Sensi’ as the application to send WhatsApp messages. Choose ‘Send Template Message’ as the action event. This action will allow Pabbly Connect to dispatch automated messages to leads via WhatsApp.

To connect AI Sensi, you will need to provide an API key. Log into your AI Sensi account, navigate to the ‘Manage’ section, and generate an API key. Copy this key and paste it into the designated field in your Pabbly Connect workflow.

Next, select the campaign name that corresponds to your message template. Ensure that the mobile number and other parameters are mapped correctly from the previous response to personalize your message. Once everything is set up, click ‘Save and Send Test Request’ to send a test message through WhatsApp.

Conclusion

In this tutorial, we explored how to integrate WhatsApp with India M using Pabbly Connect. By automating the messaging process, you can enhance communication with potential clients and streamline your workflow. This integration allows for quick responses and improved engagement with leads, ultimately increasing your chances of converting inquiries into successful projects.