How to Send WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to send automated WhatsApp messages to IndiaMART leads using Pabbly Connect. This detailed tutorial covers every step for seamless integration. 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. Setting Up Pabbly Connect for Integration

To send WhatsApp messages to IndiaMART leads, the first step is to set up Pabbly Connect. Begin by accessing the Pabbly Connect homepage and signing in or signing up if you are a new user. This platform is essential for automating the process of sending messages whenever a new lead comes in.

Once logged in, you will find the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. This initiates the process of setting up the automation that will connect your IndiaMART account with WhatsApp through Pabbly Connect.

2. Creating the Workflow in Pabbly Connect

After creating a workflow in Pabbly Connect, you need to name it appropriately. For this integration, a suitable name would be ‘Send WhatsApp Message to IndiaMART Leads’. Next, select a folder to save your workflow. It’s helpful to organize your workflows in folders for easy access later.

• Choose a descriptive name for your workflow.
• Select a folder for better organization.
• Click on the ‘Create’ button to finalize your workflow.

With the workflow created, you can now set up the trigger. Select ‘IndiaMART’ as the trigger application and choose the event as ‘New Leads’. This action will ensure that every time a new lead is generated in your IndiaMART account, it triggers the workflow in Pabbly Connect.

3. Connecting IndiaMART to Pabbly Connect

To connect your IndiaMART account with Pabbly Connect, you will receive a webhook URL after selecting the trigger event. Copy this URL as it will be used to link your IndiaMART account.

Log in to your IndiaMART seller account and navigate to the lead manager section. Under the menu, select ‘Import Export Leads’ and then ‘Push API’. Here, you will paste the webhook URL into the appropriate field. Ensure you select the source as ‘Other’ and name the CRM platform as ‘Pabbly Connect’ before saving the details.

4. Integrating WhatsApp with Pabbly Connect

After setting up the webhook in IndiaMART, the next step is to integrate WhatsApp using Pabbly Connect. In your workflow, select ‘WhatsApp by AI Sensei’ as the action application. You will choose the action event as ‘Test Send Template Message’. This action will send a WhatsApp message automatically to the lead.

• Select ‘WhatsApp by AI Sensei’ for integration.
• Choose ‘Test Send Template Message’ as the action event.
• Map the required fields, including the mobile number and lead name.

Make sure to enter the API key from your WhatsApp account to establish the connection. This key is crucial for allowing Pabbly Connect to send messages via WhatsApp.

5. Testing the Automation Setup

With both integrations set, it’s time to test the automation. Generate a test lead in your IndiaMART account to see if the WhatsApp message is sent correctly. You can do this by posting a query as a buyer on IndiaMART.

Once the test lead is created, check your WhatsApp to confirm that the message was received. The automated message should include a personalized greeting and details about your business, showcasing the efficiency of using Pabbly Connect for lead management.

Conclusion

This tutorial has guided you through the process of sending WhatsApp messages to IndiaMART leads using Pabbly Connect. By automating this communication, you can enhance your customer service and improve your sales conversion rates. Implementing this integration will save you time and ensure that no lead goes unanswered, making your sales process more efficient.