Learn how to automate WhatsApp messages using Pabbly Connect to streamline inquiries from India Mart. Follow our detailed tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, the first step is to access Pabbly Connect. This platform allows you to integrate various applications seamlessly, including WhatsApp and India Mart.

Visit the Pabbly Connect website and either sign in if you are an existing user or sign up for a free account if you are new. Once logged in, you will see the dashboard where you can create workflows for your automation needs.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

  • Name your workflow, e.g., ‘Send WhatsApp Message to Software Development Solutions’.
  • Select a folder for your workflow, or create a new one if needed.
  • Click on the ‘Create’ button to finalize your workflow setup.

With your workflow created, you will need to set up a trigger and action. Triggers are events that start the automation process, while actions are the responses to those triggers.

3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select India Mart as your trigger application and choose the event as ‘New Leads’. This means that whenever a new lead comes in, the workflow will be activated.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your India Mart account to set up the integration.

  • Navigate to the Lead Manager in your India Mart account.
  • Select the ‘Import/Export Leads’ option.
  • Choose the ‘Push API’ option and enter the webhook URL in the designated field.

This setup allows Pabbly Connect to capture lead information directly from India Mart whenever a new inquiry is made.

4. Setting Up the Action to Send WhatsApp Messages

Now that your trigger is set, it’s time to configure the action step. In this step, select WhatsApp as your action application in Pabbly Connect and choose the action event as ‘Send Template Message’. This will automate the sending of messages to your leads.

To connect WhatsApp with Pabbly Connect, enter the required API endpoint and access token from your WhatsApp account. Ensure you have these details ready to complete the connection.

Map the lead’s phone number dynamically from the trigger step. Select the message template you wish to use for your WhatsApp messages. Customize any parameters needed for the message template.

Once you have configured these settings, Pabbly Connect will ensure that every new lead receives a timely WhatsApp message, enhancing your customer engagement.

5. Testing Your Automation in Pabbly Connect

After setting up your workflow, it is crucial to test the automation to ensure it works as expected. In Pabbly Connect, you can do this by generating a test lead in your India Mart account.

Once you create a test lead, check back in Pabbly Connect to see if the webhook response is received. If everything is set up correctly, you should see a successful response indicating that the lead’s information has been captured.

Verify that the WhatsApp message is sent to the lead’s number. Check the content of the message to ensure it includes the correct details. Make adjustments if necessary to the message template or mapping.

With the successful test, your automated WhatsApp messaging system is now fully operational, thanks to Pabbly Connect. This integration will save you time and enhance your communication with potential clients.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect to streamline inquiries from India Mart. By following these steps, you can enhance customer engagement and improve your response time efficiently.

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