Integrate WhatsApp with Pabbly Connect for Instant Leads Response

Learn how to use Pabbly Connect to automate WhatsApp messages for leads from Indi Mart. Step-by-step tutorial with detailed instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating WhatsApp with Indi Mart leads, first, access Pabbly Connect by searching for it in your browser. Once on the landing page, you will see options to sign in or sign up for free, with new users receiving 100 tasks free every month.

As an existing user, simply click on the ‘Sign In’ button. After signing in, you will be directed to the dashboard where you can access all Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to begin the integration process.

2. Creating a Workflow in Pabbly Connect

Once inside Pabbly Connect, initiate the automation by clicking the blue ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name it something descriptive, such as ‘Send WhatsApp Messages to Indi Mart Leads’.

• Click the ‘Create’ button to open the workflow window.
• The workflow consists of a trigger and an action.
• Select ‘Indi Mart’ as the trigger application.

After setting up the workflow, you will define the trigger event that starts the workflow. Choose the event for when a new lead is captured, which will activate the automation to send WhatsApp messages through Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

After selecting the trigger application as Indi Mart, you will receive a Webhook URL. This URL is critical for connecting Indi Mart with Pabbly Connect. Copy the Webhook URL, as you will need it for configuring the Indi Mart account.

Log in to your Indi Mart account and navigate to the Lead Manager section. Select the option for importing leads, and then choose the Push API option. Here, enter ‘Pabbly Connect’ as the CRM platform name and paste the copied Webhook URL in the designated field.

• Click on ‘Save Details’ after entering the Webhook URL.
• You will be prompted to generate an OTP for verification.
• Enter the OTP to complete the connection setup.

Upon successful integration, Pabbly Connect will wait for a response from Indi Mart, confirming that the connection is live. This setup ensures that whenever a new lead is generated, it will trigger the workflow in Pabbly Connect.

4. Sending WhatsApp Messages Through Pabbly Connect

To send automated WhatsApp messages, you will now set up the action in your workflow. Choose WhatsApp as the action application. For this tutorial, we will use the WhatsApp API to send messages. Select the ‘Send Template Message’ action event.

When prompted to connect your WhatsApp account, you can either select an existing connection or create a new one. To create a new connection, you will need your WhatsApp API key. Follow the instructions to navigate to your WhatsApp account settings and generate an API key.

Paste the API key into the connection setup in Pabbly Connect. Enter the campaign name that corresponds to your WhatsApp template. Map the mobile number and lead name from the previous step’s response.

This mapping ensures that every automated message sent via Pabbly Connect is personalized for each lead, enhancing customer engagement.

5. Testing and Activating Your Integration

After setting up the action for sending WhatsApp messages, it’s crucial to test your workflow. Click on the ‘Save and Send Test Request’ button to check if the integration is functioning correctly. Make sure to replace any placeholder phone numbers with actual numbers to see the message in your WhatsApp account.

Upon successful testing, you will receive a confirmation that the WhatsApp message has been sent to the lead. This confirms that your integration is working seamlessly. Now, every time a new lead is captured via Indi Mart, Pabbly Connect will automatically send a WhatsApp message without any manual intervention.

With this setup, you can effortlessly manage your leads and improve communication with potential clients. Utilizing Pabbly Connect for this integration not only saves time but also enhances your business’s efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for leads from Indi Mart. By following the steps outlined, you can streamline your lead management process and improve customer engagement effortlessly.