How To Send WhatsApp Messages For New Leads / Inquiry On Trade India

  1. Go to Automation Builder and search for Trade India.

  2. Select "New Inquiry" and click on "Create New Authentication."

  3. Enter a label, User ID, Profile ID, and API key from your Trade India account.

  4. Click on "Add New Authentication" and select the authentication from the dropdown.

  5. Enter a webhook title and select a start date.

  6. Click on "Generate Webhook" and copy the webhook URL.

  7. Add a CRM block and select "Send Template Message."

  8. Choose your channel, select a template, and map the WhatsApp number using the "Parse Number" function.

  9. Map all the body variables and click on "Save."

  10. Add another CRM block and select "Update a Custom Field."

  11. Map the Contact ID using the "Parse Number" function and select the custom field you want to update.

  12. Enter the custom field value or map it.

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