Learn how to automate sending WhatsApp messages to IndiaMART leads for nutrition supplements using Pabbly Connect and Pabbly Connect in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
In this section, we will discuss how to access Pabbly Connect to set up the automation for sending WhatsApp messages to IndiaMART leads. Start by visiting the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.
After logging in, you will see the Pabbly Apps window. Click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create your automation workflow.
2. Creating a Workflow in Pabbly Connect
To automate the process of sending WhatsApp messages, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.
- Name your workflow: ‘Send WhatsApp Message to IndiaMART Leads for Nutrition Supplements’.
- Select a folder for your workflow, e.g., ‘IndiaMART Automations’.
Once you have filled in the details, click on the ‘Create’ button. You will now see two sections: Trigger and Action, which are essential for setting up your automation.
3. Setting Up the Trigger in Pabbly Connect
The next step involves setting up the trigger in Pabbly Connect. Click on the trigger application and select ‘IndiaMART’ as your trigger app. Choose the trigger event as ‘New Leads’. This means that every time a new lead is generated in your IndiaMART account, this trigger will activate.
Pabbly Connect will provide you with a webhook URL. Copy this URL and log into your IndiaMART account. Navigate to the Lead Manager section, and from the drop-down menu, select ‘Import/Export Leads’ and then click on ‘Push API’.
- Select ‘Other’ as the source.
- Enter ‘Pabbly Connect’ as the platform name.
- Paste the copied webhook URL.
- Click on the ‘Save’ button.
After saving, return to your workflow in Pabbly Connect and click on ‘Save & Send Test Request’ to ensure the connection is established.
4. Setting Up the Action in Pabbly Connect
Now that the trigger is set, it’s time to set up the action step. In the action application, select Pabbly Chatflow to send the WhatsApp messages. Choose the action event as ‘Send Template Message’. Click on the ‘Connect’ button to establish the connection. You will be prompted to enter an API token from your Pabbly Chatflow account.
To get the API token, navigate to your Pabbly Chatflow settings and click on ‘API and Webhooks’. Generate a new API token and copy it. Paste this token into the Pabbly Connect connection window and save it.
Map the recipient’s mobile number from the trigger data. Select the template name you created in Pabbly Chatflow. Enter the body parameters for the message.
After filling in all required fields, click on ‘Save & Send Test Request’ to send a test WhatsApp message. You should receive a confirmation of success, indicating that the message has been sent.
5. Testing the Integration and Final Steps
After setting up your workflow, it’s crucial to test the integration to ensure everything works seamlessly. Generate a test lead in your IndiaMART account by submitting an inquiry. Once the lead is generated, return to Pabbly Connect to check if the test lead data has been captured successfully.
Once you confirm that the trigger has captured the lead data, check your WhatsApp to see if the automated message has been sent. You should see a message formatted according to the template you created in Pabbly Chatflow. This confirms that your automation is functioning as intended.
By following these steps, you have successfully set up an automated process using Pabbly Connect to send WhatsApp messages to IndiaMART leads for your nutrition supplements business. This automation saves time and enhances communication with potential customers.
Conclusion
In this tutorial, we explored how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect and Pabbly Chatflow. By following the outlined steps, you can enhance your communication with potential customers 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.
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