How to Send WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to IndiaMART leads for your handloom business using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section.

If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’. Once logged in, you will see various Pabbly tools, but for this tutorial, we will focus on Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow; enter a descriptive name like ‘Send WhatsApp Message to IndiaMART Leads’.

• Click on ‘Create’ to proceed.
• This will open the workflow window where you can set up triggers and actions.
• Remember, the trigger will command the workflow, while actions will respond accordingly.

In this workflow, the trigger will be from IndiaMART, and the action will be to send a WhatsApp message using Pabbly Connect.

3. Setting the Trigger for IndiaMART

To set the trigger, select IndiaMART from the applications list in Pabbly Connect. The trigger event you want is ‘New Lead’. This event will start your automation process whenever a new lead is captured.

Once selected, you will receive a Webhook URL. This URL is crucial as it will connect your IndiaMART account with Pabbly Connect. Copy this URL and follow the instructions provided in the interface to link it to your IndiaMART account.

• Navigate to your IndiaMART account and go to the Lead Manager section.
• Select ‘Import/Export Leads’ and then ‘Push API’.
• Paste the copied Webhook URL and save your settings.

This setup ensures that every new lead from IndiaMART will trigger a WhatsApp message through Pabbly Connect.

4. Sending WhatsApp Messages Through Pabbly Connect

Now that the trigger is set, it’s time to configure the action. For the action application, select WhatsApp by ASNC from the list in Pabbly Connect. The action event should be set to ‘Send Template Message’.

You will need to connect your WhatsApp account to Pabbly Connect. If you haven’t connected it yet, choose the option to add a new connection. You will be prompted for your API key, which can be obtained from your WhatsApp account settings.

Go to the ‘Manage’ section in your WhatsApp account. Click on ‘API Key’ and generate a new key. Copy and paste this key into Pabbly Connect to establish the connection.

Once connected, you can set up the campaign name and template parameters to personalize your messages effectively.

5. Testing the Workflow for Effectiveness

After setting up the action, it’s crucial to test the workflow. You can do this by submitting a dummy inquiry through your IndiaMART account. This will trigger the workflow and allow you to see if the WhatsApp message is sent successfully.

Once the test submission is made, return to Pabbly Connect and check if the response has been captured. You should see the lead’s details, including their name and phone number, which will be used in the WhatsApp message.

Confirm that the message is personalized with the lead’s name. Make sure to replace any static numbers with dynamic mappings. Click on ‘Send Test Request’ to verify the message delivery.

If everything is set up correctly, you will receive the WhatsApp message in real-time, confirming that your automation is functional. This is how Pabbly Connect helps streamline your communication with leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending WhatsApp messages to IndiaMART leads for your handloom business. By following the outlined steps, you can ensure timely communication with potential customers, enhancing engagement and efficiency.

With this setup, every new inquiry will trigger an automated WhatsApp message, saving you time and effort while nurturing your leads effectively.