Connecting to Pabbly Connect

Setting up the workflow

1. In BMexa create a Pabbly Connect connection and copy the webhook URL.
2. In Pabbly Connect, Create Workflow. Trigger: your lead source app and its new-lead event.
3. Action: API by Pabbly › POST. Endpoint URL = the BMexa URL, Payload Type JSON.
4. Map name, phone, email and any other fields. Save & Send Test Request.

Example: Justdial through Pabbly

1. Trigger: Justdial › New Leads. Copy Pabbly's webhook URL and send it to your Justdial account manager.
2. After Justdial sets it up, Capture Webhook Response with a test lead from your Justdial account.
3. Action: API by Pabbly › POST to the BMexa URL with the fields mapped.

What happens when a lead arrives

• The lead is created in Clients within seconds, with the source name on the record and on the alert.
• The person you chose on the connection is assigned and gets an in-app alert (and a browser push if they allowed it). If they turned on Lead alerts on WhatsApp, they also get the lead on WhatsApp from BMexa’s number, or from your own connected number when its card has the lead-alert option on; the client’s phone and email are masked in that message.
• Every field we recognise fills the client record: name, phone, email, city, project, budget, purpose, message, campaign. Any other field is kept as a form field and written to the remarks, so nothing the form captured is lost.
• A phone number that already has an open enquiry does not create a second lead: the message is added as a remark on the existing one, and if it came from a different source a lead clash is raised for the manager to settle.
• Assignment rules, duplicate settings and auto-replies apply to these leads as they ship (see Automations & WhatsApp).