Integrating WhatsApp with India M Leads Using Pabbly Connect

Learn how to automate WhatsApp messages for India M leads using Pabbly Connect in this step-by-step tutorial. Enhance your media and PR services today! 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 begin the integration process using Pabbly Connect, first, access the Pabbly Connect website. If you are a new user, you can sign up for a free account, which offers 100 tasks monthly. Existing users should sign in to access their dashboard.

Once logged in, click on the ‘Access Now’ button to enter your Pabbly Connect dashboard. From here, you can create a new workflow by selecting the ‘Create Workflow’ button. This step is crucial as it sets the stage for integrating India M with WhatsApp to automate message sending.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects India M and WhatsApp using Pabbly Connect. Start by naming your workflow something descriptive, such as ‘Send WhatsApp Messages to India M Leads.’ After naming, click on ‘Create’ to proceed.

• Choose India M as the trigger application.
• Select ‘New Lead’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set this up in your India M account to complete the trigger setup. This connection allows Pabbly Connect to listen for new leads and initiate the action of sending WhatsApp messages automatically.

3. Setting Up India M for Webhook Integration

To finalize the integration, navigate to your India M account and access the Lead Manager section. Here, you will need to select the ‘Import Export Leads’ option and then choose ‘Push API’. This step is essential for linking India M with Pabbly Connect.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL into the Webhook Listener URL field.

After filling out these details, click on ‘Save Details’. You will then receive an OTP to verify the integration. Once completed, Pabbly Connect will be ready to receive lead data from India M, triggering WhatsApp messages automatically.

4. Sending Automated WhatsApp Messages

With the integration established, the next step involves setting up the action to send WhatsApp messages. In Pabbly Connect, select WhatsApp Cloud API as the action application. This allows you to automate message sending directly to leads captured from India M.

Choose ‘Send Template Message’ as the action event. Connect your WhatsApp Cloud API account by entering the required tokens. Map the recipient’s mobile number using the data from the previous step.

By mapping the mobile number and personalizing the message template, Pabbly Connect ensures that each lead receives a customized WhatsApp message, enhancing engagement and response rates.

5. Testing and Finalizing the Integration

After setting up the WhatsApp action, it’s crucial to test the integration to ensure everything is functioning correctly. Perform a test submission in India M to trigger the workflow in Pabbly Connect. This will allow you to verify if the WhatsApp message is sent as expected.

Once you confirm that the message is delivered successfully, you can finalize your workflow. With Pabbly Connect, this automation runs in the background, ensuring that every new lead from India M receives a prompt WhatsApp message without manual intervention.

This automation not only saves time but also improves your responsiveness to potential clients, showcasing your media and PR services effectively. You can now relax as Pabbly Connect handles the communication seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for India M leads. This integration enhances your media and PR services by ensuring timely communication with potential clients.