Learn how to automate sending WhatsApp messages to IndiaMART leads for the cement industry using Pabbly Connect with this detailed 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 start sending WhatsApp messages to IndiaMART leads, the first step is accessing Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect. Once on the homepage, you will have two options: ‘Sign In’ or ‘Sign Up for Free.’ If you’re a new user, click on ‘Sign Up for Free’ to create your account.
After signing up, you will receive 100 free tasks every month. For existing users, simply click on ‘Sign In’ to log into your account. Once logged in, navigate to the all apps section and select Pabbly Connect to begin creating your automation workflow.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. Enter a descriptive name such as ‘Send WhatsApp Message to IndiaMART Leads for Cement Industry’ and select a folder for organization.
After naming your workflow, you will see a blank canvas with two sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is what happens in response. Here, we will set IndiaMART as the trigger application and WhatsApp via AI Sensei as the action application.
- Name your workflow appropriately.
- Select a folder to save your workflow.
- Choose the trigger application (IndiaMART).
Now that you have set up the workflow, proceed to the next step to configure the trigger.
3. Setting Up the Trigger with IndiaMART
In this section, we will configure the trigger for our workflow using Pabbly Connect. Select IndiaMART as your trigger application and choose the event ‘New Lead’. This event will initiate the workflow whenever a new lead is received from IndiaMART.
You will be provided with a webhook URL that you need to copy. This URL acts as a bridge for transferring lead data from IndiaMART to Pabbly Connect. Next, log in to your IndiaMART account, navigate to the Lead Manager, and select ‘Push API’ under the import/export leads option.
- Select ‘Push API’ from the Lead Manager.
- Paste the copied webhook URL in the required field.
- Save the settings to establish the connection.
Once the webhook is set up, return to Pabbly Connect and test the connection by submitting a new lead inquiry in IndiaMART.
4. Sending WhatsApp Messages Using AI Sensei
After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect. Select AI Sensei as your action application and choose the event ‘Send Template Message’. This action will send a personalized WhatsApp message to the lead as soon as the trigger is activated.
You will need to connect your AI Sensei account by providing the API key. Navigate to your AI Sensei account, copy the API key, and paste it into Pabbly Connect. After establishing the connection, you can set up the template message that will be sent to the lead.
Select ‘Send Template Message’ as the action event. Provide the necessary details like campaign name and mobile number. Map the variables from the trigger response to personalize the message.
Once everything is set up, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully.
5. Finalizing Your Automation
Once you have verified that the WhatsApp message is sent successfully, your automation is complete. This means every time a new lead is received through IndiaMART, Pabbly Connect will automatically trigger the sending of a personalized WhatsApp message to that lead.
You can further enhance this automation by adding additional actions, such as sending follow-up messages or attaching product catalogs. This flexibility allows you to maintain ongoing communication with your leads effectively.
By utilizing Pabbly Connect, you can streamline your communication process, ensuring that no lead goes unattended. This automation not only saves time but also helps in converting leads into customers efficiently.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to IndiaMART leads in the cement industry. By automating this process, you can ensure timely communication with potential customers, enhancing your business efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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With the steps outlined above, you can easily set up this integration and enjoy the benefits of automated messaging. Start using Pabbly Connect today to transform your lead management process!