Learn how to send WhatsApp messages to IndiaMART leads using Pabbly Connect and streamline your tax consultancy services with this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for IndiaMART Leads

In this tutorial, we will explore how to send WhatsApp messages to IndiaMART leads using Pabbly Connect. This integration will help tax consultants streamline their communication with potential clients.

By automating the process, you can instantly acknowledge inquiries and improve client satisfaction. Using Pabbly Connect, we will connect your IndiaMART account with WhatsApp to enhance your response time and efficiency.

2. Setting Up Pabbly Connect for Automation

To start, access Pabbly Connect by visiting the Pabbly website. If you’re a new user, sign up for a free account to explore the features available.

Once you are logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Send WhatsApp Message to IndiaMART Leads’. Select the appropriate folder to save your workflow.

  • Click on the ‘Create’ button to set up your workflow.
  • Choose the trigger application as IndiaMART.
  • Select the trigger event as ‘New Leads’.

With these steps, your Pabbly Connect workflow will be ready to capture new leads from IndiaMART.

3. Connecting IndiaMART with Pabbly Connect

After setting up your trigger, you will receive a webhook URL from Pabbly Connect. This URL is essential for connecting your IndiaMART account with the automation.

Log in to your IndiaMART seller account, navigate to the Lead Manager, and select ‘Import/Export Leads’. Choose the ‘Push API’ option and enter the webhook URL you copied from Pabbly Connect.

  • Set the source as ‘Other’.
  • Enter your CRM platform name as ‘Pabbly Connect’.
  • Save the details and generate an OTP for activation.

Once the webhook is set up, your IndiaMART account will be successfully integrated with Pabbly Connect, allowing it to capture new leads automatically.

4. Sending WhatsApp Messages with Pabbly Chatflow

Next, we will set up Pabbly Chatflow to send WhatsApp messages to the leads captured by Pabbly Connect. Start by accessing your Pabbly Chatflow account.

In your Chatflow dashboard, click on ‘Add a WhatsApp Number’ and enter the required details, including the Meta Access Token and Phone Number ID. This step is crucial for enabling WhatsApp messaging through Pabbly Connect.

Ensure your WhatsApp Cloud API account is set up to obtain the necessary credentials. Select the appropriate folder for your WhatsApp number. Click ‘Next’ to finalize the addition of your WhatsApp number.

Now, your Pabbly Chatflow account is ready to send automated messages to leads through Pabbly Connect.

5. Testing the Automation Workflow

To ensure everything is functioning correctly, generate a test lead in your IndiaMART account. This will trigger the automation you set up with Pabbly Connect.

After submitting a test inquiry, check your WhatsApp to confirm the automated message has been sent. The message should acknowledge the inquiry and provide information about your services.

With this setup, you will receive immediate notifications for new leads, enhancing your client engagement. This process not only saves time but also improves conversion rates for your tax consultancy services.

Conclusion

In conclusion, using Pabbly Connect and Pabbly Chatflow to automate WhatsApp messaging for IndiaMART leads significantly enhances client communication. By following the steps outlined in this tutorial, you can streamline your tax consultancy services and improve client satisfaction.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.