Learn how to automate WhatsApp messages for your Justdial leads effortlessly using Pabbly Connect. Follow our step-by-step tutorial to set up your integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To automate WhatsApp messages for your Justdial leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by searching for Pabbly.com/connect in your browser. This is the gateway to setting up your automation.
Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ button to create an account and get 300 tasks every month to explore the software. Existing users should click on ‘Sign In’ to access their accounts.
2. Creating a Workflow in Pabbly Connect
After logging into Pabbly Connect, navigate to the ‘All Pabbly Apps’ window and select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the dashboard where you can create a new workflow.
To initiate the automation process, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to choose between the new beta version and the classic version. For this tutorial, select the classic version for a familiar experience. Name your workflow, for example, ‘Automate WhatsApp Messages for Your Justdial Leads Effortlessly,’ and choose a folder to save your workflow.
- Click on ‘Create’ to finalize your workflow.
- Understand that each workflow consists of triggers and actions.
After creating the workflow, you will see the principles of automation: triggers and actions. Set up your trigger by selecting Justdial as your trigger app and the event as ‘New Lead.’ This will allow Pabbly Connect to listen for new leads coming from Justdial.
3. Setting Up the Trigger with Justdial
With Pabbly Connect, the next step is to set up the trigger for your Justdial leads. After selecting Justdial as your trigger application, you will receive a webhook URL. This URL is crucial as it connects Justdial with Pabbly Connect.
Copy the webhook URL and send it to your Justdial account manager since the Justdial portal does not allow you to add the webhook directly. Once they have configured it, you can expect to receive a test lead response shortly. This confirms that your trigger is working as intended.
- Ensure to wait for the test lead response after sending the webhook URL.
- Verify that the response includes essential lead details like name, email, and contact number.
Once you receive the response with the lead’s details, you have successfully set up your trigger in Pabbly Connect.
4. Setting Up Action Step with WhatsApp Cloud API
After successfully setting up the trigger, the next step is to configure the action using Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. This will allow you to send automated WhatsApp messages to your leads.
To create a new connection, click on ‘Add a New Connection’ and enter the required details: access token, phone number ID, and WhatsApp business account ID. These details can be obtained by setting up your WhatsApp Cloud API account through Meta.
Copy and paste the access token and IDs into Pabbly Connect. Map the lead’s phone number dynamically to ensure personalized messages.
After entering all required information, click on ‘Save’ to establish the connection. This integration will enable you to send personalized WhatsApp messages automatically to new leads captured from Justdial.
5. Finalizing Your Automation Process
To finalize your automation process in Pabbly Connect, ensure that you have set up all necessary fields in the WhatsApp Cloud API action. Map the lead’s name dynamically to personalize your messages.
Once everything is set, click on ‘Save and Send Request’ to test your automation. Replace any placeholder numbers with your actual phone number to receive the WhatsApp message. After executing this, check your WhatsApp for the automated message confirming the setup.
In summary, using Pabbly Connect, you have successfully integrated Justdial with WhatsApp Cloud API to automate WhatsApp messages for new leads. This setup not only saves time but also enhances customer engagement.
Conclusion
In this tutorial, we detailed how to automate WhatsApp messages for your Justdial leads effortlessly using Pabbly Connect. By following these steps, you can streamline your lead communication process and ensure prompt responses 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.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!