Integrate Salesmate with Microsoft Teams Using Pabbly Connect

Learn how to automate Salesmate deal updates to Microsoft Teams channels 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 Automation

To start the integration process, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for Pabbly.com/connect. Here, you’ll see options to sign in or sign up for free.

If you’re a new user, click on ‘Sign up for free’ to get started with 100 free tasks every month. Existing users should click on ‘Sign in’ to access their dashboard. Once signed in, locate the ‘Access Now’ button to enter the workflow creation area.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be prompted to create a new workflow. Click on the ‘Create Workflow’ button. You will need to name your workflow and select a folder to save it in. For this tutorial, name your workflow ‘Send Channel Message on Microsoft Teams for Salesmate Deal Updates’ and save it in the ‘Automations’ folder. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• Select the trigger application as Salesmate.
• Choose the trigger event as ‘Deal Updated’ to start the automation.

This setup allows you to automate notifications whenever a deal is updated in your Salesmate account, ensuring your team stays informed in real-time.

3. Setting Up Salesmate with Pabbly Connect

To connect Salesmate with Pabbly Connect, you will receive a Webhook URL. Copy this URL as it will be used to establish the connection. Log into your Salesmate account and navigate to the ‘Setup’ section, then go to ‘Sales Automation’ and select ‘Workflow Management’.

• Click on ‘New Rule’ to create a new workflow.
• Select ‘Deal’ from the module dropdown.
• Set the rule name and select ‘Update’ as the execution trigger.

After setting up the rule, you will need to paste the copied Webhook URL in the action section to complete the integration, allowing Pabbly Connect to capture updates from Salesmate.

4. Connecting Microsoft Teams to Pabbly Connect

With the Salesmate integration complete, the next step is to connect Microsoft Teams. In your Pabbly Connect workflow, select Microsoft Teams as the action application and choose ‘Send Message in a Channel’ as the action event. Click on ‘Connect’ to establish the connection. using Pabbly Connect

If you haven’t connected your Microsoft Teams account yet, click on ‘Add a New Connection’. You will be prompted to allow permissions for Pabbly Connect to access your Teams account. Once authorized, select the appropriate team and channel where the messages will be sent.

To create a dynamic message, map the deal details from the previous step, such as deal title, status, and estimated close date. This mapping ensures that every time a deal is updated, the message sent to Microsoft Teams reflects the latest information from Salesmate.

5. Testing the Integration Workflow

Once you have set up both Salesmate and Microsoft Teams within Pabbly Connect, it’s time to test the integration. Update a deal in your Salesmate account to trigger the workflow. After saving the changes, Pabbly Connect will capture the updated details.

Check your Microsoft Teams channel to confirm that the message was sent successfully. You should see the updated deal information displayed in your channel, ensuring your team is notified in real-time.

This automated workflow not only saves time but also enhances communication within your sales team, allowing for quicker responses to deal updates.

Conclusion

By following this tutorial, you learned how to integrate Salesmate with Microsoft Teams using Pabbly Connect. This process automates deal updates, ensuring your team stays informed and can respond effectively to changes in real-time.