Automate WhatsApp Messaging to IndiaMART Leads with Pabbly Connect

Learn how to automate WhatsApp messaging to IndiaMART leads using Pabbly Connect. Follow our step-by-step guide to streamline your insurance and investment services. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Automate WhatsApp Messages

To send automated WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in with your existing account or signing up for free if you are a new user.

Once you are logged in, navigate to your dashboard. Here, you will find options to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation process. This step is crucial as it lays the foundation for connecting IndiaMART with WhatsApp via Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Next, you will need to create a workflow in Pabbly Connect. This involves naming your workflow and selecting a folder to save it in. For instance, name your workflow ‘Send WhatsApp Message to IndiaMART Leads’ and choose the folder labeled ‘Automations’.

• Click on the ‘Create’ button to finalize the workflow setup.
• Ensure you understand the trigger and action setup, as this is essential for your automation.

After creating the workflow, you will be directed to the workflow window where you can set up triggers and actions. Remember, triggers initiate the automation, and actions are the tasks performed as a result. This is where Pabbly Connect shines by allowing seamless integration between IndiaMART and WhatsApp.

3. Setting Up the Trigger with IndiaMART

To set up the trigger, search for ‘IndiaMART’ in the trigger application section of Pabbly Connect. Select it and choose the trigger event as ‘New Leads’. This tells Pabbly Connect to activate the workflow whenever a new lead is generated.

Once selected, you will receive a webhook URL. Copy this URL as it will be needed to connect your IndiaMART account with Pabbly Connect. Log into your IndiaMART account, navigate to the Lead Manager section, and find the option to set up the webhook using the copied URL.

4. Configuring the Action to Send WhatsApp Messages

Now that the trigger is set, it’s time to configure the action that will send WhatsApp messages. Select Pabbly Chatflow as your action application. This tool will help you send automated messages to your leads via WhatsApp.

• Choose the action event as ‘Send Template Message’.
• Map the recipient’s mobile number from the previous step to ensure personalized messaging.

Ensure that the WhatsApp number is entered without the plus sign but with the country code. This is vital for the message to be sent correctly. Pabbly Connect will handle the dynamic mapping of the mobile number, allowing each lead to receive a tailored message.

5. Testing the Automation Workflow

After configuring the action, it’s time to test your setup. Click on the test button to send a sample message to ensure everything is functioning correctly. If the message is received on WhatsApp, you have successfully set up your automation.

This testing phase is crucial as it confirms that Pabbly Connect is effectively capturing leads from IndiaMART and sending WhatsApp messages without manual intervention. Once verified, your workflow will run in the background, automatically sending messages to new leads.

Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp messaging to IndiaMART leads streamlines your communication process. This integration not only saves time but also enhances customer engagement, ultimately improving conversion rates for your insurance and investment services.