Integrating WhatsApp Cloud API with Trade India Using Pabbly Connect

Learn how to integrate WhatsApp Cloud API with Trade India using Pabbly Connect for automated lead notifications. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To integrate WhatsApp Cloud API with Trade India, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/c/connect’.

Once on the landing page, you will see options to sign in or sign up for a free account. If you are new, click on the ‘Sign Up Free’ option to create an account. Existing users can just click ‘Sign In’ to access their account.

2. Creating a Workflow in Pabbly Connect

After signing in, you will reach the all apps page. Click on ‘Access Now’ under Pabbly Connect to go to the dashboard. Here, you can create an automation workflow by clicking the ‘Create Workflow’ button. using Pabbly Connect

• Name your workflow (e.g., ‘Trade India to WhatsApp’).
• Select the folder for your Pabbly account.
• Click ‘Create’ to proceed.

Once the workflow is created, you’ll see two sections: the trigger window and the action window. The trigger window is where you set the event that starts the automation.

3. Setting Up Trigger for Trade India

To set up the trigger, search for ‘Trade India’ in the choose app section of the trigger window. Select it, then choose ‘Capture Leads’ as the trigger event and click ‘Connect’.

Next, you will need to add a new connection by entering your Trade India account details. This includes your User ID, Profile ID, and Key, which can be found in your Trade India account under ‘My Inquiry API’.

• Copy User ID from Trade India and paste it into Pabbly Connect.
• Copy Profile ID and paste it.
• Copy Key and paste it as well.

After entering the details, click ‘Save’. This connects your Trade India account with Pabbly Connect. Test the connection by clicking ‘Save and Send Test Request’ to retrieve the latest lead details.

4. Connecting WhatsApp Cloud API to Pabbly Connect

Now, to send WhatsApp notifications, go to the action window and search for ‘WhatsApp Cloud API’. Select it, and choose ‘Send Template Message’ as the action event. Click ‘Connect’ and add a new connection.

For the connection, you will need to input your WhatsApp Cloud API details, including the temporary access token, phone number ID, and business account ID. These can be found in your WhatsApp Cloud API dashboard.

Paste the temporary access token. Paste the phone number ID. Paste the WhatsApp business account ID.

After entering these details, click ‘Save’. This connects your WhatsApp Cloud API to Pabbly Connect, enabling you to send messages using the configured template.

5. Configuring the Message Template

To send notifications, you need to create a message template in your WhatsApp Cloud API account. This template must be approved by Meta. In the action step, select the template you wish to use.

For instance, the template named ‘Lead Notification’ can be set up with dynamic variables to include lead details such as name, contact number, and company name. You will map these variables from the trigger step responses in Pabbly Connect.

Map the lead’s name to Body Field 1. Map the lead’s contact number to Body Field 2. Map the lead’s company name to Body Field 3, and so on.

After mapping all necessary fields, click ‘Save and Send Test Request’ to verify that the WhatsApp message is sent correctly. You should receive a notification on WhatsApp with the lead details.

Conclusion

Integrating WhatsApp Cloud API with Trade India using Pabbly Connect automates lead notifications effectively. This step-by-step guide ensures you receive real-time updates on new leads directly to your WhatsApp.