Automate WhatsApp Messages to Indi M Leads Using Pabbly Connect

Learn how to integrate Indi M with WhatsApp using Pabbly Connect for automated messaging. Step-by-step guide to streamline your event planning inquiries. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate WhatsApp messages to Indi M leads, you first need to access Pabbly Connect. Begin by opening your browser and searching for the Pabbly Connect landing 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 enjoy 100 free tasks every month.

For existing users, click on ‘Sign In.’ Once logged in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. Here, you can create a new workflow by clicking the ‘Create a Workflow’ button and naming it appropriately, such as ‘WhatsApp Messages for Indi M Leads.’ This setup is critical for automating your messaging process.

2. Setting Up the Trigger in Pabbly Connect

After creating your workflow in Pabbly Connect, it’s time to set up the trigger. The trigger is what starts the workflow when a new lead is captured in Indi M. Select Indi M as your trigger application and choose the trigger event as ‘New Lead Captured.’ This will initiate the workflow each time a new inquiry is received.

• Search for Indi M in the trigger application list.
• Select ‘New Lead Captured’ as the trigger event.
• Copy the provided webhook URL for later use.

Once you have copied the webhook URL, log into your Indi M account. Navigate to the Lead Manager section, select ‘Import/Export Leads,’ and click on ‘Push API.’ Here, you will set up the connection with Pabbly Connect by pasting the webhook URL you copied earlier.

3. Connecting Indi M to Pabbly Connect via Webhook

To finalize the connection between Indi M and Pabbly Connect, you need to configure the webhook listener. In the Push API settings, select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the copied webhook URL into the designated field.

• Choose ‘Other’ for the source option.
• Enter ‘Pabbly Connect’ in the CRM platform name field.
• Click ‘Save Details’ to complete the setup.

After saving, you will be prompted to generate an OTP. Click on the button to receive the OTP, enter it, and submit. This action will activate the integration, and you will see a confirmation that the integration is live. With this, you have successfully connected Indi M to Pabbly Connect.

4. Sending WhatsApp Messages Using Pabbly Connect

Now that you have set up the trigger, the next step is to send WhatsApp messages to your leads. In Pabbly Connect, add WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message.’ This will allow you to send automated messages to the leads captured from Indi M.

Click on ‘Connect’ to establish a connection with WhatsApp Cloud API. If you have not connected it previously, you will need to input your access token, phone number ID, and WhatsApp business account ID. You can find detailed instructions on how to obtain these credentials in the Pabbly Forum.

Input your WhatsApp Cloud API credentials. Select the template you wish to use for messaging. Map the recipient’s mobile number from the previous response.

After setting up the template and recipient details, click on ‘Save and Send Test Request.’ If successful, you will receive a confirmation message in your WhatsApp, indicating that the automated message has been sent to your lead. This confirms that your workflow is functioning correctly.

5. Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp messages to Indi M leads streamlines your communication process. By following the steps outlined, you can ensure that every inquiry receives a prompt response, enhancing customer engagement and efficiency. Automating such tasks allows you to focus on other aspects of your business while maintaining effective communication with your leads.