Learn how to send WhatsApp messages to IndiaMART leads using Pabbly Connect for your UI/UX agency. Step-by-step guide 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. Setting Up Pabbly Connect for IndiaMART Leads
To send WhatsApp messages to IndiaMART leads, the first step is accessing Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account and get started with 100 tasks every month.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows. To create a new integration, click on the ‘Create New’ button. This will allow you to set up a workflow that connects IndiaMART with WhatsApp through Pabbly Connect.
2. Creating a Workflow for WhatsApp Messages
After initiating a new workflow in Pabbly Connect, you will need to set a trigger. The trigger here is when a new lead is received from IndiaMART. Select the trigger event as ‘New Lead’ from the dropdown menu.
- Select ‘IndiaMART’ as the application.
- Choose the trigger event as ‘New Lead’.
- Click on ‘Save and Continue’ to proceed.
Next, you will have to connect your IndiaMART account with Pabbly Connect. This involves providing the necessary API credentials, which act as a bridge between these two platforms. After entering the required details, click on ‘Save’ to finalize the connection.
3. Sending WhatsApp Messages Automatically
Once your trigger is set up and connected, the next step is to configure the action that sends a WhatsApp message. Choose ‘WhatsApp’ as the action application in Pabbly Connect. Then, select the action event as ‘Send Message’.
In this section, you will need to fill in several details about the WhatsApp message you want to send. This includes selecting the message template and mapping the lead’s information from IndiaMART. Ensure that you input the correct phone number and customize your message as needed.
- Select the message template you created previously.
- Map the recipient’s phone number from the lead’s data.
- Customize the message body with dynamic content.
After filling in these details, click on ‘Save and Send Test Request’ to verify that the message is sent successfully. This ensures that your integration is working correctly.
4. Testing the Integration
To ensure everything is functioning properly, it’s crucial to test your Pabbly Connect integration. This involves simulating a lead submission from IndiaMART. Open your IndiaMART account and submit a test inquiry to your agency.
Once you submit the inquiry, return to Pabbly Connect and check if the test lead was captured successfully. If the lead appears in the workflow, it indicates that the connection has been established. You can now confirm that the WhatsApp message is sent as expected.
Make sure to monitor the responses in both IndiaMART and WhatsApp to ensure seamless communication. If everything works well, your integration is now complete!
5. Conclusion
In this tutorial, we covered how to send WhatsApp messages to IndiaMART leads using Pabbly Connect. By following the steps outlined, you can automate your communication process effectively. This integration not only streamlines your workflow but also enhances your agency’s responsiveness to potential clients.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect allows you to focus on growing your UI/UX agency while maintaining excellent customer service through timely WhatsApp messages. Start automating your lead responses today!