Learn how to automate notifications to your team on Google Chat for FlexiFunnels purchases using Pabbly Connect. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for FlexiFunnels to Google Chat Integration
To notify your team on Google Chat for FlexiFunnels purchases, we will utilize Pabbly Connect. First, access your Pabbly Connect dashboard by signing up for a free account if you haven’t already. This platform allows you to automate workflows between different applications seamlessly.
Once logged in, you will create a new workflow. Click the ‘Create Workflow’ button and name it something like ‘FlexiFunnels to Google Chat’. Choose a folder for organization and click on ‘Create’. This sets the stage for the automation process.
2. Setting Up Trigger for New Purchases in FlexiFunnels
In this step, we will set up the trigger in Pabbly Connect to detect new purchases in FlexiFunnels. In the trigger window, search for ‘FlexiFunnels’ and select it. Choose the trigger event as ‘New Purchase’ from the dropdown menu.
- Select ‘FlexiFunnels’ as the app.
- Set the trigger event to ‘New Purchase’.
- Copy the webhook URL provided by Pabbly Connect.
Now, go to your FlexiFunnels account and navigate to the product section where you want to set this up. Edit the product, and in the ‘Set Rule’ section, select ‘When Product is Purchased’. Paste the webhook URL into the designated field and save the changes. This connects FlexiFunnels to Pabbly Connect.
3. Testing the Purchase Trigger
With the webhook set up, it’s time to test the integration. Go back to the checkout page for the product you configured in FlexiFunnels. Enter dummy customer details and complete a test purchase. This action will trigger the webhook you set up in Pabbly Connect.
Upon completing the order, return to your Pabbly Connect dashboard. You should see the response indicating that the new purchase details have been received. This includes customer information such as name, email, and transaction ID, confirming that the trigger is working correctly.
4. Setting Up Google Chat Action in Pabbly Connect
Now that we have the trigger working, we need to set up the action that sends purchase notifications to Google Chat. In Pabbly Connect, scroll down to the action step and search for ‘Google Chat’. Select it and choose the action event as ‘Create Message’.
- Select ‘Google Chat’ as the app for the action.
- Choose ‘Create Message’ as the action event.
- Enter the Google Chat webhook URL generated for your chat space.
To generate the webhook URL, go to your Google Chat space, click on ‘Apps and Integration’, then ‘Webhooks’. Create a new webhook, name it, and copy the URL back to Pabbly Connect. This URL is essential for sending messages to your team.
5. Configuring the Notification Message
With the Google Chat action set up, the final step is to configure the message that will be sent to your team. In the message field, create a custom message that includes all relevant purchase details. Use the mapping feature to insert data from the trigger step.
For example, you can include the customer’s name, email, product name, and transaction ID in the message. After setting up the message, click on ‘Save and Send Test Request’. This will send a test message to your Google Chat space, confirming that everything is working correctly.
Once the test is successful, you can finalize your workflow. Your team will now receive real-time notifications on Google Chat whenever a new purchase occurs in FlexiFunnels, thanks to Pabbly Connect.
Conclusion
This tutorial provided a detailed guide on how to notify your team on Google Chat for FlexiFunnels purchases using Pabbly Connect. By following these steps, you can automate notifications and keep your team updated on sales efficiently.
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