Learn how to automate sending a welcome WhatsApp message when a lead is captured through IndiaMART using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send a welcome WhatsApp message when a lead is captured via IndiaMART, you first need to access Pabbly Connect. This automation platform allows you to integrate various applications seamlessly.

Visit Pabbly’s website and sign up for a free account. Once you log in, you will see the dashboard where you can create workflows to automate tasks.

2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow that sends a welcome WhatsApp message. Start by clicking on the ‘Create Workflow’ button on the top right corner of the dashboard.

  • Select the workflow builder as ‘New Beta’ for a modern experience.
  • Name your workflow as ‘Send Welcome WhatsApp Message When Lead is Captured via IndiaMART’.
  • Choose a folder to save your workflow, such as ‘Automations’.

After creating the workflow, you will see options to set a trigger and action. This is where Pabbly Connect shines by allowing you to connect your IndiaMART account with WhatsApp.

3. Setting Up the Trigger for New Leads

Now, you need to set up a trigger that activates when a new lead is captured from IndiaMART. Click on the ‘Set Trigger’ button and select ‘India’ as the trigger application.

Next, choose the event as ‘New Leads’. After selecting the event, click on ‘Connect’. You will receive a webhook URL from Pabbly Connect that you will use to connect your IndiaMART account.

  • Copy the webhook URL provided by Pabbly Connect.
  • Log in to your IndiaMART account and navigate to the lead manager.
  • Select ‘Import/Export Leads’ and choose ‘Push API’ as the source.

Enter ‘Pabbly Connect’ as the platform name and paste the webhook URL to establish the connection. This step ensures that every new lead captured will trigger the automation.

4. Sending the Welcome WhatsApp Message

After successfully setting up the trigger, it’s time to send the welcome WhatsApp message. Click on ‘Add Action Step’ and select ‘Interact’ as the action application.

Choose the event as ‘Send WhatsApp Template Message’. Click on ‘Connect’ to create a new connection with your Interact account. You will need to enter the secret key found in your Interact account settings.

Map the phone number field from the trigger step to ensure the message is sent to the right lead. Enter the template code for the welcome message you created in your Interact account. Fill in any variable values required by your message template.

Once all details are entered, click on ‘Save’ to finalize the action step. This integration through Pabbly Connect ensures that every lead receives a personalized welcome message automatically.

5. Testing Your Integration

To ensure everything is working correctly, you need to test the integration. Generate a test lead in your IndiaMART account and check if the welcome WhatsApp message is sent.

After generating a test lead, go back to Pabbly Connect and see if the webhook response indicates success. If you see a successful response, it means your integration is set up correctly.

Check your WhatsApp to see if the welcome message has been received. If the message is not received, revisit the steps to ensure everything is set up correctly.

Once confirmed, you can start using this automation for all new leads captured via IndiaMART, enhancing your customer engagement right from the start.

Conclusion

In this tutorial, we explored how to send a welcome WhatsApp message when a lead is captured via IndiaMART using Pabbly Connect. By following the steps outlined, you can automate your communication and improve your customer relationship management effectively.

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

Utilizing Pabbly Connect for this integration not only saves time but also helps in building trust with your prospects from the very first interaction.