How To Send Automated Welcome Emails and WhatsApp Messages to IndiaMART, TradeIndia & Meta Leads?
When a new lead comes from IndiaMART, TradeIndia, or Meta (Instagram, Facebook, etc.), responding promptly helps you acknowledge the enquiry and build relationships with potential customers.
You can configure welcome emails and WhatsApp messages for leads from these platforms to reduce manual effort, save time, and ensure every new enquiry receives a timely first response.
This helps you streamline your initial communication and reduce the need to send every welcome message manually.
How to Configure Welcome Messages:
Step 1: Open the Lead Source Settings
Navigate to Business Settings -> Integrations -> Lead Welcome Message
Step 2: Configure the Welcome Email
- Enable the welcome email option.
- Configure the email content and other available settings as required.
To Learn How to create email templates, follow our guide: How to Create and Customize Email Templates in Refrens?
Step 3: Configure the WhatsApp Welcome Message
- Enable the WhatsApp option.
- Configure the message using the options provided in the settings.
To Learn How to create WhatsApp templates, follow our guide: How to Create and Manage Custom WhatsApp Templates in Refrens?
That's it!
Just review the settings and save your changes using the Save Changes Button.
The process of configuring welcome emails and WhatsApp messages for TradeIndia and Meta is similar to that for IndiaMART.
Follow the steps outlined above to complete the setup.
Benefits of Setting Up Welcome Messages:
- Timely communication: Acknowledge incoming enquiries more efficiently.
- Reduced manual effort: Spend less time sending initial messages individually.
- Consistent messaging: Maintain a consistent welcome experience for leads from different platforms.
- Better lead engagement: Start conversations with potential customers promptly.
In case you need further assistance, reach out to us via live chat support or drop an email at care@refrens.com.
Updated on: 29/10/2026
Thank you!