How to Send WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending WhatsApp messages to IndiaMART leads, first, access Pabbly Connect by visiting the official website. After arriving at the homepage, you will see options to sign in or sign up. If you are an existing user, click on the ‘Sign In’ button located at the top right corner of the page. New users can create an account by selecting ‘Sign Up for Free’, which offers 100 free tasks monthly.

Once logged in, you will be directed to the Pabbly apps page. Here, locate Pabbly Connect and click on it to access your dashboard. From this dashboard, you can manage all your workflows efficiently, including creating new automation between IndiaMART and WhatsApp.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to automate WhatsApp messages for IndiaMART leads. Click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads’. Select the appropriate folder for organization, like ‘IndiaMART Automations’.

• Click on ‘Create’ to initiate the workflow.
• You will see two boxes: Trigger and Action.
• Select ‘IndiaMART’ as your trigger application and ‘New Leads’ as the trigger event.

With the trigger set up, the next step is to connect your IndiaMART account to Pabbly Connect. This will require a webhook URL that acts as a bridge between the two applications. Copy the webhook URL provided by Pabbly Connect for use in your IndiaMART settings.

3. Configuring IndiaMART to Send Leads to Pabbly Connect

Now, navigate to your IndiaMART account. Go to the Lead Manager section, click on the three dots, and select ‘Import/Export Leads’. From there, choose ‘Push API’ to integrate with Pabbly Connect. In the settings, select ‘Other’ as the source and input your CRM platform name as Pabbly Connect.

• Paste the webhook URL into the designated field.
• Click on ‘Save Details’ to complete the connection.
• Generate and enter the OTP to finalize the setup.

Once the webhook URL is saved, return to Pabbly Connect. You should see a notification indicating that it is waiting for a response from IndiaMART. To test the connection, submit a test lead from your IndiaMART profile, which will allow Pabbly Connect to capture the data.

4. Sending WhatsApp Messages Using Pabbly Chatflow

After successfully capturing the lead data, the next step is to send WhatsApp messages using Pabbly Chatflow. In Pabbly Connect, select Pabbly Chatflow as your action application and choose ‘Send Template Message’ as the action event. Ensure you have created a WhatsApp template in Pabbly Chatflow beforehand.

To create a WhatsApp template, navigate to Pabbly Chatflow and click on ‘Templates’. You can add a new template by clicking on ‘Add New Template’. Fill in the required fields, including template name, language, and message content, ensuring to include custom variables for personalization.

Select the appropriate template type, such as ‘Marketing’. Add custom variables to personalize messages. Submit the template for approval before use.

Once your template is approved, return to Pabbly Connect and connect your Pabbly Chatflow account. Enter your API token from Pabbly Chatflow to establish the connection. After that, map the recipient’s mobile number and template name to ensure the correct data is sent.

5. Testing the Integration and Finalizing the Workflow

With everything set up, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect to send a test WhatsApp message. Ensure that you have mapped all necessary fields correctly, including the recipient’s phone number and any custom variables in your message.

Check your WhatsApp account to confirm that the message was received. If successful, you will see the message appear in your inbox. This confirms that the automation between IndiaMART and WhatsApp via Pabbly Connect is functioning as intended.

If there are any issues, revisit the mapping and connections in Pabbly Connect and Pabbly Chatflow. Ensure that all variables are dynamic and mapped correctly to maintain the automation process.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect and Pabbly Chatflow. By following these steps, you can efficiently manage inquiries and enhance customer communication without manual effort. This automation not only saves time but also improves customer engagement.