Learn how to integrate WhatsApp with Pabbly Connect to automate messages for agriculture inquiries. Follow this detailed tutorial for step-by-step guidance. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating WhatsApp with Pabbly Connect, open your browser and navigate to Pabbly Connect by searching for Pabbly.com/connect. Here, you will find options to sign in or sign up for free. New users can create an account to get started.
Once logged in, you will access the dashboard featuring various Pabbly applications. For this integration, click on Pabbly Connect to initiate the process. Then, select the ‘Create Workflow’ button to begin setting up your automation.
2. Setting Up the Workflow in Pabbly Connect
After clicking ‘Create Workflow’, name your workflow, such as ‘Send Automated WhatsApp Message for Agriculture Products’. Select a folder to save your workflow, then click on the ‘Create’ button. This opens the workflow window where you will define the trigger and action for your integration.
- Choose a trigger application, which in this case will be IndiaM.
- Select the trigger event as ‘New Lead’ to start the workflow upon receiving a new inquiry.
- Copy the Webhook URL provided by Pabbly Connect for later use.
Once these steps are completed, you are ready to connect your IndiaM account with Pabbly Connect. This will allow the workflow to trigger whenever a new lead is generated.
3. Connecting IndiaM to Pabbly Connect
Log into your IndiaM account and navigate to the Lead Manager section. Here, select ‘Import/Export Leads’ and then click on ‘Push API’. In the options, select ‘Other’ as the source, and enter ‘Pabbly Connect’ as the CRM platform name.
- Paste the copied Webhook URL into the Webhook Listener URL field.
- Select a reason for sending leads to another application.
- Click on ‘Generate OTP’ and enter the OTP to finalize the connection.
After submitting, you will see a confirmation that your IndiaM account is connected to Pabbly Connect. This step is crucial for ensuring that leads are captured effectively and sent to the next step in your workflow.
4. Sending WhatsApp Messages Using AI Sensei
With the IndiaM connection established, the next step is to configure the action application. Select ‘AI Sensei’ as your action application to send WhatsApp messages. Choose the action event as ‘Send Template Message’ and click on ‘Connect’.
When prompted, either select an existing connection or create a new one by entering your API key from your AI Sensei account. This allows Pabbly Connect to communicate with AI Sensei for sending messages.
Enter the campaign name, such as ‘IndiaM Inquiries’. Map the mobile number and name from the previous step’s response. Ensure to fill in any template parameters as required.
Once these mappings are done, click on ‘Save and Send Request’. This will trigger the WhatsApp message to be sent to the lead’s number, effectively automating your response process.
5. Testing and Finalizing the Integration
To test the integration, submit a dummy inquiry through your IndiaM account. Ensure that the details match the fields you have set up in Pabbly Connect. After submission, check if the WhatsApp message is received.
Upon successful testing, you will see a confirmation message in your WhatsApp. This indicates that the workflow has been successfully set up and is functioning as intended. You can now automate responses to all new inquiries, saving you time and improving customer engagement.
In summary, this integration allows you to automate WhatsApp messaging for inquiries received through IndiaM, using Pabbly Connect as the central platform. By following these steps, you can ensure timely communication with potential clients, enhancing your business efficiency.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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In conclusion, using Pabbly Connect to integrate WhatsApp with IndiaM streamlines your communication process for agriculture inquiries. This automation not only saves time but also ensures that potential clients receive immediate responses, improving your chances of conversion.