Integrating API with Trigger Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate API with Trigger Using Pabbly Connect to send WhatsApp messages automatically for new leads from India M. Follow our detailed tutorial! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with API for New Leads

To integrate API with Trigger, the first step is setting up the trigger for new leads. The trigger application used here is India M, which will notify us of new inquiries. This integration will allow us to automatically send WhatsApp messages to potential customers. using Pabbly Connect

To do this, log into your P Connect Now account and create a new workflow. Select India M as your trigger application and choose ‘New Leads’ as the trigger event. After that, connect the India M application with P Connect Now using the provided webhook URL.

2. Connecting India M to P Connect Now

Connecting India M to P Connect Now is crucial for automating the process. First, copy the webhook URL generated in P Connect Now. Next, go to your India M account, navigate to the Lead Manager, and click on the import/export leads option. using Pabbly Connect

• Select ‘Push API’ for integration.
• Paste the webhook URL in the listener URL field.
• Fill in the CRM platform name as P Connect.

After completing these steps, save the integration. This connection will ensure that every new inquiry from India M is sent to P Connect Now, allowing for seamless automation.

3. Automating WhatsApp Messages with AI Sensei

To send automated WhatsApp messages to leads, we will use AI Sensei as the action application. After setting up the trigger, the next step is to configure the action in P Connect Now. Select WhatsApp by AI Sensei as the action application and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect WhatsApp by AI Sensei with P Connect Now by entering the API key from your AI Sensei account. This key is essential for authenticating the connection and ensuring that messages can be sent to leads effectively.

4. Creating Template Messages for Leads

Creating a template message is vital for personalizing communication with leads. In AI Sensei, navigate to the template section and create a new template for your inquiries. Ensure that your template includes placeholders for variables like customer name to personalize each message. using Pabbly Connect

Once the template is created, you need to get it approved by AI Sensei. After approval, you can use this template in your live campaign for sending messages to leads from India M.

5. Finalizing the Automation Workflow

After setting up the trigger and action, it’s time to finalize your automation workflow. Go back to P Connect Now, and in the action step, input the details from the India M response, including the mobile number and customer name. This mapping ensures that each lead receives a personalized message. using Pabbly Connect

Once everything is set up, save your workflow. Now, every time a new lead comes in from India M, an automated WhatsApp message will be sent to that lead, enhancing customer engagement and improving response times.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

With this integration, you can efficiently manage new leads and inquiries from India M, ensuring prompt communication through WhatsApp. Using API with Trigger and P Connect Now streamlines your workflow and enhances customer experience.