How to Send WhatsApp Booking Link to Leads from IndiaMART Using Pabbly Connect

Learn how to automate sending WhatsApp booking links to leads from IndiaMART using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send WhatsApp booking links to leads from IndiaMART, you first need to access Pabbly Connect. This platform serves as the central integration tool that automates your communication processes. Start by visiting the Pabbly website at pabby.com.

Once on the website, sign in to your existing account. If you are a new user, you can sign up for free and receive 100 tasks monthly. After logging in, navigate to the Pabbly Connect application from the Pabbly apps page.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and select the classic workflow builder. Name your workflow ‘Send WhatsApp Booking Link to Leads from India’ and choose the appropriate folder for organization.

In the workflow setup, you will see two boxes: one for the trigger and one for the action. The trigger will be set to ‘India Mart’ and the action will be set to ‘AI Sensei’. This means whenever you receive a new lead from India Mart, a WhatsApp message will be sent automatically.

• Click on ‘Create Workflow’.
• Select the classic workflow builder.
• Name your workflow accordingly.

After creating the workflow, you will see the trigger and action boxes. Set the trigger application to India Mart and the action application to AI Sensei to complete the setup.

3. Connecting India Mart to Pabbly Connect

Now that your workflow is created, the next step is to connect India Mart to Pabbly Connect. This involves using a webhook URL provided by Pabbly Connect. You will enter this URL in the India Mart dashboard under the lead manager section.

Navigate to the lead manager, select the import/export leads option, and then choose ‘Push API’. Here, select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the webhook URL from Pabbly Connect into the designated field.

• Access the lead manager in India Mart.
• Choose ‘Push API’ and enter your CRM platform name.
• Paste the webhook URL from Pabbly Connect.

After saving the details, generate an OTP to finalize the connection. Once confirmed, the webhook will be set, and you will see a ‘waiting for the webhook response’ message in Pabbly Connect.

4. Sending WhatsApp Messages via Pabbly Connect

With the connection established, the next step is to send WhatsApp messages using Pabbly Connect. Set the action application to AI Sensei and select the action event as ‘Send Template Message’. This will allow you to send a WhatsApp message with the booking link.

To connect AI Sensei, you will need to enter the API key from your AI Sensei account. Navigate to the manage section in AI Sensei to generate your API key, then paste it into Pabbly Connect.

Select AI Sensei as the action application. Choose ‘Send Template Message’ as the action event. Enter your API key to connect.

Once connected, you will need to fill in the details like the campaign name and mobile number. Using the mapping feature, you can dynamically insert the lead’s name and phone number, ensuring that the message is personalized for each lead.

5. Testing the Integration

After setting up the action to send WhatsApp messages, it’s crucial to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will trigger the workflow and send a test message to the specified WhatsApp number.

Check your WhatsApp to confirm that you have received the message. The message should include the booking link and the lead’s name, confirming that the automation is working correctly. If successful, your workflow is now fully operational, and every new lead from India Mart will automatically receive a WhatsApp message.

In summary, this integration allows you to automate the process of sending WhatsApp booking links to leads from India Mart using Pabbly Connect. By following these steps, you can save time and enhance your communication efficiency.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp booking links to leads from India Mart. By following the outlined steps, you can streamline your communication and improve lead management effectively.