How to Automate Notifications to Microsoft Teams Using Pabbly Connect

Learn how to automate notifications for new leads in Microsoft Teams using Pabbly Connect. Follow our step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

In this section, we will discuss how to access Pabbly Connect to set up your automation. First, navigate to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

After logging in, you will see the Pabbly Apps interface. Click on the Pabbly Connect option to access the dashboard. From here, you can create a new workflow to automate notifications for leads received through IndiaMART.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to enter a name for your workflow and select a folder. For the workflow name, enter ‘Notify Team on Microsoft Teams for IndiaMART Leads’ and select the appropriate folder for saving your workflow.

• Click the ‘Create’ button to finalize your workflow setup.
• You will now see two windows: Trigger and Action.

The Trigger window is where you will set up the event that initiates the workflow. In this case, you will select IndiaMART as your trigger application and choose ‘New Leads’ as the trigger event. This setup allows Pabbly Connect to capture new lead inquiries automatically.

3. Connecting IndiaMART to Pabbly Connect

Next, you need to connect your IndiaMART account to Pabbly Connect. After selecting the trigger event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used in your IndiaMART account.

In your IndiaMART account, navigate to the Lead Manager section and select the ‘Import and Export Leads’ option. Click on ‘Push API’ and enter the platform name as ‘Pabbly Connect’ and paste the copied webhook URL. After saving the details, you will see that the webhook URL is successfully added.

4. Testing the Connection Between IndiaMART and Pabbly Connect

To ensure that your IndiaMART account is properly connected to Pabbly Connect, you can generate a test lead. Go back to the API section in IndiaMART and click on the ‘Test Your Webhook URL’ button. This action will send a test lead to Pabbly Connect, allowing you to check if the connection is successful.

After generating the test lead, return to your Pabbly Connect workflow and verify if it captured the response. You should see the lead details such as query ID, subject, and other relevant information. This confirms that your IndiaMART account is now integrated with Pabbly Connect.

5. Sending Notifications to Microsoft Teams

Now that your trigger is set up, the final step is to configure the action in Pabbly Connect. Select Microsoft Teams as your action application and choose the ‘Send Message in a Channel’ event. Click the connect button and authorize Pabbly Connect to access your Microsoft Teams account.

• Select the team and channel where you want to send the notifications.
• Compose your message in HTML format, including dynamic fields from the previous step.

After mapping all necessary fields, test the request to ensure that the message is sent successfully. Check your Microsoft Teams channel to confirm that the notification about the new lead has been received. This completes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate notifications for new leads in Microsoft Teams using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and enhance team communication effectively.