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

Learn how to integrate WhatsApp with India M using Pabbly Connect to automate messaging for your business inquiries. Follow this detailed tutorial for seamless setup.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by searching for ‘Pabbly.com SLC connect’ in your browser. This platform allows you to connect various applications seamlessly.

Once on the landing page, you have two options: ‘Sign In’ or ‘Sign Up for Free.’ If you are a new user, you can click on ‘Sign Up for Free’ to get 100 tasks free every month. Existing users should click on ‘Sign In.’ After signing in, select ‘Access Now’ under Pabbly Connect to reach your dashboard.

2. Create a New Workflow in Pabbly Connect

Now that you are in your dashboard, 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 for saving it.

• Enter the name: ‘Send WhatsApp Message to India M Leads’.
• Select the folder named ‘Automations’.

After entering the details, click on ‘Create.’ You will now see the workflow window where you can set up the trigger and action. Remember, in Pabbly Connect, the trigger is what starts the workflow.

3. Set Up the Trigger for India M Leads

In this step, you will set up the trigger application. Search for ‘India M’ in the trigger application section and select it. For the trigger event, choose ‘New Leads’ to ensure that the workflow starts whenever a new lead is received.

After selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL. Now, log into your India M account and navigate to the Lead Manager section. Follow these steps:

• Go to ‘Import/Export Leads’ from the menu.
• Select ‘Push API’.
• Set the CRM platform name as ‘Pabbly Connect’.
• Paste the copied Webhook URL.

After saving the details, you will receive an OTP to confirm the integration. Enter the OTP and click on Submit to complete the connection.

4. Test the Integration with a Sample Lead

Now that your Pabbly Connect workflow is set up, it’s time to test it. Generate a sample lead in your India M account. Navigate to the product or service you integrated and submit an inquiry.

Once you submit the inquiry, check your Pabbly Connect workflow for the captured response. You should see the details of the lead you just created, including the inquiry message. This confirms that the trigger is working correctly.

To ensure everything is functioning, check the response captured in Pabbly Connect. You will see the sender’s name, email, and inquiry details, confirming that your integration is live and ready for action.

5. Set Up Action to Send WhatsApp Messages

For the action step, select ‘AI Sensei’ as the application to send WhatsApp messages. Choose the action event as ‘Send Template Message’. If you have previously connected to WhatsApp, select the existing connection; otherwise, create a new connection by entering your API key from your AI Sensei account.

Next, specify the campaign name and map the mobile number and lead name from the previous response. This mapping ensures that each lead receives a personalized message. After filling in the details, click ‘Save and Send Test Request’.

Upon successful submission, check your WhatsApp for the automated message. You should see a message thanking the lead for their inquiry, confirming that the integration through Pabbly Connect has worked perfectly.

Conclusion

In this tutorial, we demonstrated how to integrate WhatsApp with India M using Pabbly Connect. By following these steps, you can automate your messaging process and efficiently manage leads. This integration not only saves time but also enhances customer engagement.