Integrating WhatsApp with India M using Pabbly Connect: A Step-by-Step Guide

Learn how to automate WhatsApp messages for leads using Pabbly Connect. This tutorial covers integration with India M and more. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with India M, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for Pabbly.com/connect.

Once on the page, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, select ‘Sign Up for Free’ to receive 100 tasks free each month. As an existing user, click on ‘Sign In’ to access your account.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. This step is crucial as it sets up the automation process.

• Name your workflow: ‘Send WhatsApp Message to India M Leads’.
• Choose a folder to save the workflow, such as ‘Automations’.

After naming and saving your workflow, you will be taken to the workflow window where you can set up triggers and actions. This is where the integration between India M and WhatsApp will take place through Pabbly Connect.

3. Setting Up the Trigger Application

In this step, you will set up the trigger application in Pabbly Connect. Click to select the trigger application and choose ‘India M’ from the list. This application will notify your workflow whenever a new lead is received.

Next, you need to select the trigger event. Choose ‘New Lead’ as the event to initiate the workflow. Once selected, a Webhook URL will be generated. Copy this URL as it will be used to connect India M with your workflow.

• Log into your India M account.
• Navigate to Lead Manager and select ‘Import/Export Leads’.
• Select ‘Push API’ and enter the copied Webhook URL.

After pasting the URL, click ‘Save Details’. This completes the trigger setup, allowing Pabbly Connect to receive lead data from India M automatically.

4. Configuring the Action Application

Now that the trigger is set, it’s time to configure the action application. Select ‘WhatsApp Cloud’ as the action application in Pabbly Connect. This will send automated messages to your leads.

For the action event, choose ‘Send Template Message’. Click on ‘Connect’ to establish a connection between WhatsApp and Pabbly Connect. If you haven’t connected previously, you will need to enter your API key, which can be found in your WhatsApp account under the API settings.

Generate the API key from your WhatsApp account. Paste the API key into the connection setup in Pabbly Connect. Click ‘Save’ to finalize the connection.

Once the connection is successful, you can proceed to set up the campaign name and other details for your WhatsApp messages.

5. Finalizing the Integration and Testing

With the action application configured, you can now finalize the integration. Enter the campaign name you created in WhatsApp and map the lead’s phone number from the previous step to ensure the message is sent to the correct recipient.

Before sending the message, make sure to test the integration. Click on ‘Save and Send Test Request’ to check if the automated message is sent successfully. You should receive a confirmation that the message was sent, indicating that the integration is working properly.

As a summary, this integration allows you to automate WhatsApp messaging for leads generated through India M. Thanks to Pabbly Connect, this process is seamless and requires no coding expertise.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate WhatsApp with India M for automated messaging. This setup ensures timely communication with leads, enhancing your business efficiency.