Automate WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to IndiaMART leads for dog training services using Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending WhatsApp messages to IndiaMART leads, start by accessing Pabbly Connect. Open your browser and navigate to Pabbly’s landing page. Here, you’ll find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply click on ‘Sign In’. Once logged in, you will see all the tools offered by Pabbly, where you should select Pabbly Connect to create your automation workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow; for this example, name it ‘Send WhatsApp Message to IndiaMART Leads’. Choose a folder to save your workflow, such as ‘Automations’, and then click ‘Create’.

This action opens the workflow window where you will set up the trigger and actions. The trigger is the event that starts your workflow, and in this case, it will be a new lead from IndiaMART. To set this up, search for and select ‘IndiaMART’ as your trigger application. Choose ‘New Lead’ as the trigger event.

• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Copy the webhook URL generated by Pabbly Connect.

Now, you have successfully set the initial trigger for your workflow using Pabbly Connect.

3. Connecting IndiaMART to Pabbly Connect

Next, you need to connect your IndiaMART account to Pabbly Connect. Log in to your IndiaMART account and navigate to the ‘Lead Manager’ section. Here, go to ‘Import/Export Leads’ and select ‘Push API’.

In the Push API integration settings, select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the webhook URL you copied earlier into the webhook listener URL field and click ‘Save Details’. After this, follow the prompts to generate an OTP, enter it, and submit the form. This completes the connection of your IndiaMART account to Pabbly Connect.

4. Setting Up WhatsApp Messaging with Pabbly Chatflow

To send WhatsApp messages, you’ll use Pabbly Chatflow. First, ensure you have a WhatsApp number added to your Pabbly Chatflow account. Click on ‘Add WhatsApp Number’ and input the necessary details such as the Meta access token and phone number ID.

After adding your WhatsApp number, return to your Pabbly Connect workflow. For the action application, select ‘Pabbly Chatflow’ and choose ‘Send Template Message’ as the action event. You will need to create a template message in Pabbly Chatflow that will be sent to your leads.

• Create a new template in Pabbly Chatflow.
• Set the template name and content, including variables for personalization.
• Submit the template and wait for approval from Meta.

Once your template is approved, you can map the lead’s mobile number and the template name in your workflow. This ensures that every time a new lead comes in, they receive a personalized WhatsApp message.

5. Testing the Integration

To ensure everything is set up correctly, conduct a test submission from your IndiaMART account. This will trigger the workflow in Pabbly Connect and allow you to see if the WhatsApp message is sent successfully. Check your Pabbly Chatflow inbox to confirm receipt of the message.

If the message is sent successfully, you will receive a notification stating that the status is ‘success’. This confirms that your automation is functioning as intended. You can now rely on Pabbly Connect to automatically send WhatsApp messages to your IndiaMART leads, improving your response time and engagement.

Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages to IndiaMART leads for dog training services using Pabbly Connect and Pabbly Chatflow. By following the steps outlined, you can enhance your lead engagement and streamline communication effectively.