Learn how to send automated WhatsApp messages to IndiaMART leads for event planning using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Event Planning

Pabbly Connect is an automation platform that enables seamless integration between various applications, making it ideal for event planning. In this tutorial, we will explore how to send automated WhatsApp messages to leads from IndiaMART using Pabbly Connect. This integration ensures that potential clients receive immediate communication without any manual intervention.

By leveraging Pabbly Connect, businesses can streamline their lead management process. This tutorial will guide you through the setup, ensuring that every inquiry received from IndiaMART triggers an automated WhatsApp message efficiently.

2. Setting Up Pabbly Connect for Your Workflow

To begin, access the Pabbly Connect platform by visiting the official website. If you are a new user, you can sign up for free and receive 100 automation tasks monthly. Existing users can simply log in to their accounts. After logging in, navigate to the dashboard and click on the ‘Create a Workflow’ button. using Pabbly Connect

  • Click on ‘Create a Workflow’.
  • Name your workflow, e.g., ‘Send WhatsApp Message to IndiaMART Leads’.
  • Select an appropriate folder to save the workflow.

Once you have created the workflow, you will be directed to the workflow window. This is where you will set up the trigger and action for your automation. Remember, the trigger signifies when the action will occur, and in this case, it will be when a new lead is captured from IndiaMART.

3. Connecting IndiaMART to Pabbly Connect

In this step, you will select IndiaMART as your trigger application within Pabbly Connect. Search for IndiaMART and select it as your trigger app. The next step is to choose the trigger event, which should be set to ‘New Lead Captured’. Upon selection, Pabbly Connect will provide you with a webhook URL.

Copy the webhook URL and log into your IndiaMART account. Navigate to the Lead Manager section and follow these steps:

  • Click on the three dots and select ‘Import/Export Leads’.
  • Choose ‘Push API’ from the options.
  • Set the source to ‘Other’ and enter ‘Pabbly Connect’ as the CRM platform name.
  • Paste the copied webhook URL in the ‘Webhook Listener URL’ field.

After saving the details, you will be prompted to generate an OTP for verification. Once you enter the OTP, the integration will be live. This connection effectively links your IndiaMART account with Pabbly Connect, allowing for automatic lead capture.

4. Sending WhatsApp Messages Using Pabbly Connect

Now that your IndiaMART account is connected, the next step is to set up the action to send WhatsApp messages. For this, select ‘WhatsApp Cloud API’ as your action application within Pabbly Connect. Choose the action event as ‘Send Template Message’ and proceed to connect your WhatsApp Cloud API account.

If you haven’t connected your WhatsApp account yet, you will need to provide a token, phone number ID, and WhatsApp Business Account ID. You can find detailed instructions by clicking on the ‘Learn More’ link provided. After obtaining these details, paste them into the respective fields in Pabbly Connect.

Select the template name for your message. Map the recipient’s mobile number from the previous response. Customize the message body to include personalized elements.

After mapping all the required fields, click on ‘Save and Send Test Request’. This action will trigger a test message to ensure everything is set up correctly. Upon successful completion, you will see the automated WhatsApp message sent to your lead.

5. Conclusion: Automate Your Lead Communication with Pabbly Connect

In this tutorial, we successfully demonstrated how to automate WhatsApp messages to IndiaMART leads for event planning using Pabbly Connect. By following these steps, you can ensure that every inquiry is promptly addressed, enhancing your business’s communication efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With Pabbly Connect, you can automate various workflows, saving time and improving customer engagement. This integration not only streamlines your lead management process but also allows you to focus on delivering exceptional event planning services.

If you have any questions regarding this setup or need further assistance, feel free to reach out. Automate your workflows today with Pabbly Connect and take your business to the next level!