Learn how to integrate WhatsApp with URL Using Pabbly Connect to automate your inquiries on India Mart. Follow this detailed tutorial for seamless communication. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Setting Up WhatsApp and URL Integration
The integration of WhatsApp and URL is crucial for automating inquiries from India Mart. By connecting these applications, you can streamline communication with potential customers. This process involves using Pabbly Connect to create a workflow that sends WhatsApp messages automatically when inquiries are received.
To start, log into Pabbly Connect and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Send WhatsApp Messages for Store Management Software Inquiries on India Mart.’ Select a folder for better organization, or create a new one if needed.
2. Configuring Trigger Event in India Mt
To automate WhatsApp messaging, the next step is to set up the trigger event in India Mt. This is where you will specify that the automation should be activated upon receiving new leads. Select India Mt as your trigger application and choose the ‘New Leads’ event.
- Select India Mt as the trigger application.
- Choose the trigger event as ‘New Leads’.
- Copy the webhook URL provided by Pabbly Connect.
Once you have copied the webhook URL, log into your India Mt account. Navigate to the Lead Manager and select ‘Import or Export Leads’ from the menu. Choose ‘Push API’ as your integration method and fill in the CRM platform name as Pabbly Connect, then paste the webhook URL into the designated field.
3. Testing the Webhook Setup
After configuring the webhook, it’s essential to test the setup to ensure that it works correctly. In your India Mt account, generate a test lead to send a test response to the webhook URL. Click on the ‘Test Your Webhook Listener URL’ button to initiate the test.
Once the test lead is generated, return to Pabbly Connect to verify that the test response has been successfully received. You should see details such as the sender’s name, phone number, and inquiry message in the webhook response.
- Click on the ‘Test Your Webhook Listener URL’ button.
- Verify that the test response includes all necessary details.
- Ensure that the workflow is waiting for a webhook response.
This step confirms that your integration is functioning correctly and is ready for the next phase, which involves sending WhatsApp messages.
4. Sending WhatsApp Messages Using Vati
With the webhook successfully set up, the next step is to configure the action in Pabbly Connect to send WhatsApp messages via Vati. Select Vati as your action application and choose the ‘Send Template Message’ event. This action will ensure that a personalized message is sent to the lead whenever a new inquiry is captured.
To connect Vati, you’ll need to provide the API endpoint and access token. Retrieve these details from your Vati account and paste them into the corresponding fields in Pabbly Connect. After connecting, specify the WhatsApp number to which the message should be sent, mapping it directly from the test response received earlier.
Select Vati as the action application. Map the WhatsApp number from the test response. Choose the template message you created for inquiries.
Once all the details are filled in, click on ‘Save and Send Test Request’ to send a test message. Check your WhatsApp to verify that the message was received successfully, confirming that the integration works as intended.
5. Conclusion
Integrating WhatsApp with URL Using Pabbly Connect can streamline your inquiry management process significantly. By automating the sending of WhatsApp messages for inquiries on India Mart, you can engage with potential customers promptly. This integration not only saves time but also enhances customer satisfaction by providing immediate responses to inquiries.
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By following the steps outlined in this tutorial, you can easily set up the integration and ensure that your business remains responsive to leads, ultimately driving better sales outcomes.