Automate ClickFunnels and Slack Notifications with Pabbly Connect

Learn how to automate contact creation in ClickFunnels and send notifications to Slack using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you first need to access the platform. Open your browser and navigate to the Pabbly Connect website. Here, you will find options to sign in or sign up for free.

If you are new, click on the ‘Sign up for free’ button, which allows you to create an account quickly. Existing users can simply log in. Once logged in, you will be directed to the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to begin setting up your integration. A dialog box will prompt you to enter a name for your workflow. You can name it something descriptive, such as ‘Create Keep Contacts and Send Slack Notification for ClickFunnels Contacts’.

• Enter a name for the workflow.
• Select a folder to save your workflow.
• Click ‘Create’ to proceed.

This action opens two windows: one for the trigger and another for the action. The trigger will be ClickFunnels, indicating when a new contact is created, while the action will be to create a corresponding contact in Keep and send a notification via Slack.

3. Setting Up the Trigger in Pabbly Connect

To initiate the workflow, select ClickFunnels as your trigger application in Pabbly Connect. Then, choose the trigger event, which in this case is ‘New Contact Created’. This event will trigger the workflow whenever a new contact is added in ClickFunnels.

Upon selecting the trigger, Pabbly Connect provides you with a webhook URL. Copy this URL as it will be used to connect ClickFunnels with Pabbly Connect. Next, navigate to your ClickFunnels account, go to the settings, and find the Webhooks section.

• Click on ‘Add New Endpoint’.
• Paste the copied webhook URL.
• Select ‘Contact Created’ as the event type.
• Click ‘Create Endpoint’.

This setup allows ClickFunnels to send data to Pabbly Connect whenever a new contact is created, thereby initiating the workflow.

4. Configuring Action Steps in Pabbly Connect

Once the trigger is set up, it’s time to configure the action steps in Pabbly Connect. The first action will be to create a new contact in Keep. Select ‘Infusionsoft by Keep’ as your action application and choose ‘Create or Update Contact’ as the action event.

Click on ‘Connect’ and authorize Pabbly Connect to access your Keep account. After successful authorization, map the fields from the ClickFunnels response to the appropriate fields in Keep. This includes mapping the email, first name, last name, and phone number.

Map the email from ClickFunnels response. Map the first name and last name. Enter the company ID and phone number.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Keep. Refresh the Keep contacts page to ensure the new contact appears.

5. Sending Slack Notifications Through Pabbly Connect

The final step in this workflow is to send a notification to Slack. In Pabbly Connect, click on the plus sign to add another action step. Select Slack as your action application and choose ‘Send Channel Message’ as the action event.

Authorize Pabbly Connect to access your Slack account. Choose the channel where you want to send notifications. Create a message that informs your team about the new contact created in Keep. You can map the contact details into the message for personalization.

Select the channel for notifications. Map the contact details into the message. Click ‘Save and Send Test Request’ to finalize.

After sending the test request, check your Slack channel to confirm that the notification has been received. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of contacts in Keep from ClickFunnels and send notifications to Slack. This integration streamlines your workflow and keeps your team informed efficiently.