Integrate Flexi Funnels with Google Chat Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate notifications from Flexi Funnels to Google Chat using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by signing up for a free account. This platform is essential for connecting various applications like Flexi Funnels and Google Chat.

Once you have signed up, log into your Pabbly Connect dashboard. Here, you will create a new workflow to automate notifications whenever a purchase is made in Flexi Funnels.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Flexi Funnels to Google Chat’. This name will help you identify the workflow later.

• Click on the folder selection to choose where to save the workflow.
• After naming your workflow, click on the ‘Create’ button to proceed.

Your new workflow will consist of a trigger and an action window. The trigger will initiate the process, while the action will define what happens next. This structure is crucial for setting up your automation correctly.

3. Setting Up the Trigger with Flexi Funnels

In the trigger window of Pabbly Connect, search for ‘Flexi Funnels’ and select it. Choose the trigger event as ‘New Purchase’ from the dropdown menu. This step is vital as it tells Pabbly Connect when to start the automation.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to your Flexi Funnels account to capture purchase details. Follow the instructions in Pabbly Connect to copy this URL.

• Go to your Flexi Funnels account and navigate to the product section.
• Edit the product for which you want to set up the automation.
• Paste the webhook URL in the designated area and save the changes.

Once the webhook is set up, Pabbly Connect will be ready to receive purchase details from Flexi Funnels whenever a transaction occurs.

4. Configuring the Action to Send Messages to Google Chat

After setting the trigger, move to the action window in Pabbly Connect. Search for ‘Google Chat’ and select it. Choose the action event as ‘Create Message’. This action will send notifications to your Google Chat space when a new purchase occurs.

Next, you will need to generate a webhook URL from your Google Chat account. In Google Chat, navigate to the space where you want to send messages. Click on ‘Apps and Integration’ and then on ‘Webhooks’ to add a new webhook.

Give your webhook a name and click ‘Save’. Copy the generated webhook URL and paste it back into Pabbly Connect.

After pasting the URL, create a message template that includes all necessary purchase details. This message will inform your team about the new sale.

5. Mapping Purchase Details in Pabbly Connect

In the message field of the Google Chat action, you will need to map the details received from the Flexi Funnels trigger. This involves selecting the appropriate fields from the dropdown that correspond to the customer information. using Pabbly Connect

For example, map the customer’s name, email, mobile number, address, and product details. This mapping ensures that the correct information is sent to Google Chat whenever a purchase occurs.

Select the response fields from the trigger step for each piece of information you want to include. After mapping all necessary details, click ‘Save and Send Test Request’ to verify the setup.

If everything is set up correctly, a test message will be sent to your Google Chat space, confirming that the automation is functioning as intended. This integration allows for real-time notifications of sales, enhancing team communication.

Conclusion

This tutorial has demonstrated how to effectively use Pabbly Connect to integrate Flexi Funnels with Google Chat. By automating notifications, you can keep your team updated on sales in real-time. Follow these steps to set up your integration successfully.