Integrate WhatsApp with Pabbly Connect for Automated Messaging

Learn how to automate WhatsApp messaging for food and beverage inquiries using Pabbly Connect with step-by-step guidance. 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 Automation

To start the integration process, access Pabbly Connect by visiting the landing page at Pabbly.com/connect. If you are a new user, click on ‘Sign up for free’ to create an account, which allows you to utilize 100 tasks free each month.

If you are an existing user, click on ‘Sign In’ to enter your dashboard. Once logged in, click on ‘Access Now’ under Pabbly Connect to begin creating your workflow for automated WhatsApp messaging.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘Send Automated WhatsApp Message for Food and Beverage Products IndiaMart Inquiries’.

• Click ‘Create’ to open the workflow window.
• Here, you will set up a trigger and an action.

The trigger will be set to ‘IndiaMart’ as the application, and the event will be ‘New Leads’. This setup allows your workflow to automatically trigger when a new inquiry is received.

3. Setting Up the Trigger with IndiaMart

In this section, select ‘IndiaMart’ as the trigger application in Pabbly Connect. Then, choose ‘New Leads’ as the trigger event. Upon selecting this, a webhook URL will be generated, which you will copy for use in your IndiaMart account.

• Log into your IndiaMart account.
• Navigate to the Lead Manager section from the left sidebar.
• Select ‘Import/Export Leads’ and then ‘Push API’.
• Choose ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name.

Paste the copied webhook URL into the Listener URL field and save the details. This connects your IndiaMart inquiries to the Pabbly Connect workflow, allowing for real-time lead capture.

4. Configuring the Action Step to Send WhatsApp Messages

Now, it’s time to set up the action step in Pabbly Connect. Search for ‘Vati’ as your action application and select ‘Send Template Message’ as the action event. This action will send an automated WhatsApp message to the new lead.

You will be prompted to connect your Vati account. Enter the API endpoint and access token from your Vati dashboard.

After entering these details, map the WhatsApp number from the previous response to ensure the message is sent to the correct lead. Select the template you created in your Vati account and enter the broadcast name. This setup ensures that each automated message is personalized for the lead.

5. Finalizing the Integration and Testing

With the action step configured in Pabbly Connect, you can now finalize the integration. Click on ‘Save’ and send a test request to verify that the WhatsApp message is sent correctly. Check your WhatsApp to see if the automated message has been received.

If everything is set up correctly, you will receive a message confirming the inquiry details. This automated response enhances customer experience and saves you time by eliminating manual follow-ups.

In summary, this integration process allows you to automatically send WhatsApp messages to leads generated from IndiaMart inquiries, streamlining your communication and improving response times.

Conclusion

Using Pabbly Connect for integrating WhatsApp with IndiaMart allows businesses to automate communication effectively. This setup ensures timely responses to inquiries, enhancing customer engagement and operational efficiency.