Learn how to send WhatsApp messages to IndiaMART leads for your plywood business using Pabbly Connect. Follow our detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To send WhatsApp messages to IndiaMART leads for your plywood business, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free, which allows you to perform 100 tasks monthly.
Once signed in, navigate to the Pabbly Apps page and select Pabbly Connect. This will take you to the dashboard, where you can manage all your workflows. The first step is to create a new workflow specifically for sending WhatsApp messages when you receive new leads from IndiaMART.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow that triggers when a new lead is received from IndiaMART. In Pabbly Connect, select the option to create a new workflow and name it appropriately, such as ‘Send WhatsApp Message for IndiaMART Leads.’ This name should reflect the purpose of the workflow clearly.
- Choose the trigger application as IndiaMART.
- Select the trigger event as ‘New Lead’.
- Connect your IndiaMART account by providing the necessary credentials.
After setting up the trigger, you will need to test it to ensure that it captures the lead data correctly. Once the test is successful, you can proceed to the next step of sending WhatsApp messages using Pabbly Connect.
3. Connecting WhatsApp to Pabbly Connect
The next step is to connect your WhatsApp account to Pabbly Connect. For this, you will need to set up a WhatsApp Business API account. Navigate to the WhatsApp section in Pabbly Connect and select the option to connect your WhatsApp account.
- Enter your WhatsApp Business API credentials.
- Provide the API token for authentication.
- Test the connection to ensure it is successful.
After successfully connecting your WhatsApp account, you can proceed to create the message template that will be sent to your leads. This step is crucial as it defines the message format that will be delivered via WhatsApp.
4. Creating a WhatsApp Message Template
In this section, you will create a message template for your WhatsApp messages. Go to the templates section in Pabbly Connect and click on ‘Add New Template’. Name your template appropriately, such as ‘IndiaMART Lead Response’.
Select the category as Marketing. Provide a header for your message, keeping it under 60 characters. Add a body with a custom variable for the lead’s name.
Once you have created the template, submit it for approval. After approval, you can use this template in your workflow to send messages automatically when a new lead is captured.
5. Finalizing the Workflow in Pabbly Connect
Now that you have set up the triggers and created your message template, it’s time to finalize your workflow in Pabbly Connect. Go back to your workflow and add an action step to send the WhatsApp message using the created template. Select WhatsApp as the action application.
Map the phone number of the lead from the previous step and select the message template you created. Ensure that all details are correctly mapped to ensure that the right information is sent to your leads. Test your workflow to confirm that everything is working as expected.
After successful testing, you can activate your workflow. From now on, every time you receive a new lead from IndiaMART, Pabbly Connect will automatically send a WhatsApp message to that lead, streamlining your communication process and enhancing your plywood business operations.
Conclusion
In conclusion, using Pabbly Connect allows you to efficiently send WhatsApp messages to IndiaMART leads for your plywood business. By following the steps outlined in this tutorial, you can automate your communication and improve response times significantly.
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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