Automate WhatsApp Messages to IndiaMART Leads with Pabbly Connect

Learn how to use Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads for your cookies business. Step-by-step guide included. 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 sending WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Once there, sign in to your account using the options provided on the top right corner of the page.

If you are a new user, you can sign up for free and receive 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard where you can view and manage your workflows. This is where you will create the automation that connects IndiaMART and WhatsApp.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow; for this tutorial, name it ‘Send WhatsApp Message to IndiaMART Leads for Cookies Business’. After naming, select a folder to save your workflow.

• Click on the plus icon to create a new folder if needed.
• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed.

Once created, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts your workflow, while the action is what happens as a result. In this case, the trigger will be a new lead from IndiaMART, and the action will be sending a WhatsApp message.

3. Setting Up Trigger for IndiaMART Leads

In the trigger application, select ‘IndiaMART’ and then choose the trigger event as ‘New Leads’. This tells Pabbly Connect to monitor for new inquiries from your IndiaMART account. To connect IndiaMART with Pabbly Connect, you will need a webhook URL provided by Pabbly.

Navigate to your IndiaMART seller dashboard and click on ‘Lead Manager’. From there, select ‘Import/Export Leads’ and then choose ‘Push API’. Here, you will enter your CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier. After saving the details, generate an OTP to complete the connection.

4. Testing the Webhook Connection

After setting up the webhook in IndiaMART, you need to test the connection to ensure it’s working correctly. Submit a test inquiry from your IndiaMART account to trigger the webhook. This action should send data back to Pabbly Connect, confirming that the connection is successful.

Once you submit the test inquiry, return to your Pabbly Connect workflow. You should see the response from the webhook indicating that the data has been successfully captured. This confirms that your integration is functioning properly and will automatically send messages for future inquiries.

5. Sending WhatsApp Messages via Pabbly Connect

Now that the trigger is set, it’s time to configure the action to send WhatsApp messages. In the action application, select ‘WhatsApp Cloud API’ and the action event as ‘Send Template Message’. Connect this to your WhatsApp Cloud API by entering the required details such as token ID, phone number ID, and WhatsApp business account ID. using Pabbly Connect

• Access the Meta for Developers dashboard to obtain your token and IDs.
• Select the template you created for your cookies business.
• Use mapping to dynamically insert the lead’s name into the message.

After entering all necessary details, click on ‘Save and Send Test Request’. Check your WhatsApp to see if the message has been received. If everything is set up correctly, you will receive a customized message confirming the inquiry.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to leads from IndiaMART for your cookies business. By following the steps outlined, you can streamline your communication process and ensure timely responses to inquiries. This automation not only saves time but also enhances customer engagement.