Automate Sending Product Quotations to IndiaMART Leads via WhatsApp with Pabbly Connect

Learn how to automate sending product quotations to IndiaMART leads via WhatsApp using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. 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 Automation

To automate sending product quotations to IndiaMART leads via WhatsApp, we will use Pabbly Connect. Start by visiting the Pabbly Connect homepage.

Once there, you will see options to sign in or sign up for a free account. If you are a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks every month.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option to begin.

• Enter a name for your workflow, such as ‘Send Product Quotation to IndiaMART Leads via WhatsApp’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize your workflow setup.

Now, you will see two windows open: one for the trigger and one for the action. The trigger will be set to IndiaMART, while the action will be set to WhatsApp Cloud API, allowing you to send automated quotations.

3. Setting the Trigger with IndiaMART

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select IndiaMART as your trigger application.

Next, set the trigger event to ‘New Leads’. This means that whenever a new lead is generated in IndiaMART, the workflow will be triggered. Note that IndiaMART has a polling time of four hours, so it will check for new leads every four hours.

• Click on ‘Connect’ to build a connection with your IndiaMART account.
• You will need to provide your IndiaMART CRM API key, which can be generated from your IndiaMART account settings.

Once the connection is established, click on ‘Save and Send Test Request’ to verify the connection. You will receive the latest lead details from IndiaMART, confirming that your setup is successful.

4. Configuring Action with WhatsApp Cloud API

Now, it’s time to set the action in your workflow using Pabbly Connect. Choose WhatsApp Cloud API as your action application.

Select the action event ‘Send Template Message’. This allows you to send a predefined message template along with the product quotation PDF to your leads via WhatsApp.

You will need to connect your WhatsApp Cloud API account by providing the Access Token, Phone Number ID, and WhatsApp Business Account ID. These details can be found in your WhatsApp Cloud API dashboard under the API setup section.

After entering these details, click on ‘Save’. Now, you will need to map the required fields for sending the message, including the recipient’s mobile number and the template name. Ensure that the template has been approved before use.

5. Testing the Integration and Sending Quotations

With both the trigger and action set up in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ in the WhatsApp Cloud API action.

Check the WhatsApp application to confirm that the message has been sent successfully. The message should include the product quotation link and personalized details for the lead.

Verify that the quotation link is functional and leads to the correct PDF document. Make sure that all dynamic fields are replaced with the correct information for the lead.

Once confirmed, your workflow is successfully set up to automatically send product quotations to IndiaMART leads via WhatsApp, demonstrating the power of Pabbly Connect in automating business processes.

Conclusion

In this tutorial, we explored how to automate sending product quotations to IndiaMART leads via WhatsApp using Pabbly Connect. This integration streamlines your workflow, ensuring timely communication with leads and enhancing your business efficiency.