Learn how to automate notifications on Slack and send messages via WhatsApp using Pabbly Connect in this detailed tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect

To start automating your processes, the first step is to set up Pabbly Connect. You need to sign in to your Pabbly account or create a new one. This platform allows you to connect various applications without any coding.

After signing in, you will see a dashboard displaying all Pabbly applications. Click on Pabbly Connect to access the workflow creation feature. This is where you will set up your automation between LinkedIn, WhatsApp, and Slack.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and you will be prompted to enter the workflow name and select a folder for saving it. Name your workflow something descriptive, like ‘Send WhatsApp Messages and Notify Team on Slack’.

  • Click on ‘Create’ after entering the workflow name.
  • You will see two boxes: one for the Trigger and another for Action.

The trigger will be an event that starts your automation. In this case, select LinkedIn as the trigger application and choose the event as ‘New Lead Generated’. This means whenever a new lead is generated through LinkedIn, the workflow will be triggered.

3. Configuring the Trigger with LinkedIn

After selecting LinkedIn as your trigger, you will need to connect your LinkedIn account. Click on ‘Connect’ and follow the prompts to authorize Pabbly to access your LinkedIn account. Once connected, select the lead generation form you want to monitor.

Fill in the required details, such as your email and phone number, to test the trigger. Once you submit the form, go back to Pabbly Connect and click on ‘Save and Send Test Request’ to ensure the connection is successful. This will capture the response from the LinkedIn form.

4. Sending WhatsApp Messages via Pabbly Connect

Now that your trigger is set up, it’s time to send a WhatsApp message. Select WhatsApp as your action application and choose ‘Send Template Message’ as the action event. This will allow you to send a pre-defined message to your leads. using Pabbly Connect

  • Connect your WhatsApp account by clicking on ‘Connect’.
  • You will need to enter your WhatsApp API details, including the access token.

Once connected, draft your message using dynamic fields that will change based on the lead’s information. For example, include the lead’s name and company in the message. After drafting, click on ‘Save and Send Test Request’ to send a test message through WhatsApp.

5. Notifying Your Team on Slack with Pabbly Connect

The final step is to notify your team on Slack. Select Slack as the next action application and choose ‘Send Channel Message’ as the action event. Again, you will need to connect your Slack account to Pabbly Connect.

After connecting, select the channel where you want to send the message. Draft a message that includes details about the new lead, such as their name and email. Click on ‘Save and Send Test Request’ to ensure that your team receives the notification on Slack.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In this tutorial, we covered how to automate sending WhatsApp messages and notifying your team on Slack using Pabbly Connect. This integration helps streamline your workflow and keeps your team informed about new leads effectively.