Integrate Flexi Funnels with Microsoft Teams Using Pabbly Connect

Learn how to automate notifications for Flexi Funnels purchases to Microsoft Teams using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating notifications for purchases in Flexi Funnels, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Once there, sign in or create a free account to access your dashboard.

After logging in, locate the Pabbly Connect option on the dashboard. This platform serves as the central hub for creating workflows that integrate various applications, enabling seamless notifications from Flexi Funnels to Microsoft Teams.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Notify Team on Microsoft Teams for Flexi Funnels Purchase.’ Select a folder to save this workflow, ensuring it’s organized.

• Click on ‘Create’ to initiate the workflow.
• You will see two boxes: one for the trigger and one for the action.
• Select ‘Flexi Funnels’ as the trigger application and ‘New Purchase’ as the trigger event.

This setup ensures that every time a new purchase occurs in Flexi Funnels, the workflow will be activated, sending notifications to your team via Microsoft Teams. This is where Pabbly Connect plays a crucial role in automating the process.

3. Setting Up Flexi Funnels for Notifications

Next, you need to set up Flexi Funnels to connect with Pabbly Connect. In your Flexi Funnels account, navigate to the product settings for the item you want to track. Here, you’ll find options to set rules for notifications.

• Click on ‘Edit’ for the product and then select ‘Set Rules’.
• Choose to use a webhook and paste the webhook URL provided by Pabbly Connect.
• Save the settings to ensure the webhook is active.

By setting this up, you allow Flexi Funnels to send purchase data directly to Pabbly Connect. This integration ensures that every purchase triggers a notification workflow, keeping your team informed in real-time.

4. Notifying Microsoft Teams via Pabbly Connect

After setting up the webhook in Flexi Funnels, the next step is to configure how Pabbly Connect will notify your team on Microsoft Teams. In your workflow, select Microsoft Teams as the action application and choose ‘Send Message in a Channel’ as the action event.

Connect your Microsoft Teams account by granting permissions to Pabbly Connect. Select the team and channel where you want to send notifications. Draft a message that includes purchase details using dynamic fields from the previous response.

This setup allows Pabbly Connect to send real-time notifications to your team whenever a purchase is made, keeping everyone updated on sales activity.

5. Testing the Integration

Once everything is configured, it’s time to test the integration. Make a test purchase in Flexi Funnels to ensure that the webhook is working correctly. After completing the purchase, check your Microsoft Teams channel.

If everything is set up correctly, you should see a notification with the purchase details in the selected channel. This confirms that Pabbly Connect successfully captured the purchase data and sent it to Microsoft Teams. You can repeat this process to see how new purchases trigger notifications automatically.

By using Pabbly Connect, you can streamline your purchase notifications, ensuring your team is always informed and ready to act on new sales.

Conclusion

In this tutorial, we demonstrated how to integrate Flexi Funnels with Microsoft Teams using Pabbly Connect. This integration automates purchase notifications, helping teams stay informed and responsive. By following the steps outlined, you can easily set up similar workflows for your applications.