How to Notify Team on Slack for New Flowdacity Leads Using Pabbly Connect

Learn how to use Pabbly Connect to send Slack notifications for new Flowdacity leads. This step-by-step tutorial covers all the necessary steps and integrations. 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 Slack Notifications

To notify your team on Slack for new Flowdacity leads, you will need to use Pabbly Connect. This integration allows you to automate the process of sending lead details to your Slack channel. Start by accessing Pabbly Connect, which requires no coding skills.

Open your browser and navigate to the Pabbly Connect website. If you do not have an account, you can sign up for free, which takes about two minutes. Once logged in, locate the ‘Pabbly Connect’ option and click on it to access the workflow dashboard.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to handle notifications for new leads. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send Slack Notification for Flowdacity Leads.’ Select the appropriate folder for saving this workflow.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two boxes: Trigger and Action, which are essential for your workflow.
• Select ‘Florida City’ as your trigger application.

After selecting Florida City, you will need to choose a trigger event. This event will initiate the workflow whenever a new lead is captured. Choose the appropriate trigger event related to your needs.

3. Connecting Florida City to Pabbly Connect

To connect Florida City to Pabbly Connect, you will need to copy the generated webhook URL provided in your trigger setup. This URL will allow Florida City to send lead data to Pabbly Connect.

Next, navigate to your Florida City setup, where you have your chatbot configured. You will need to integrate the webhook URL into your chatbot settings. Drag the Pabbly Connect integration into your flow and drop it at the appropriate step.

• Paste the webhook URL into the designated field.
• Test the connection to ensure it is working correctly.
• Publish your chatbot to make the integration live.

Once the webhook is set up and tested, your Florida City chatbot will be able to send lead details to Pabbly Connect whenever a new lead is created.

4. Setting Up Slack Action in Pabbly Connect

Now that Florida City is connected to Pabbly Connect, the next step is to set up the action in Slack. In your Pabbly Connect workflow, select Slack as your action application.

Choose the action event as ‘Send Channel Message’. You will need to connect your Slack account to Pabbly Connect. Click on ‘Add New Connection’ and provide the necessary permissions for Pabbly Connect to send messages to your Slack channel.

Select the Slack channel where you want to send notifications. Compose the message you want to send, including lead details from the previous step. Map the dynamic fields from the trigger response to your message.

With these steps, your Slack channel will receive messages automatically whenever a new lead is captured from Florida City through Pabbly Connect.

5. Testing and Verifying the Integration

After setting up the Slack action, it’s crucial to test the entire integration process using Pabbly Connect. Generate a new lead in Florida City to trigger the workflow and send a notification to Slack.

Once the lead is created, check your designated Slack channel for the incoming message. The message should contain all the relevant lead details you configured earlier.

Verify that the lead information is correctly displayed in the Slack message. Ensure that future leads will also trigger the same notification. Refine any settings as necessary for optimal performance.

With successful testing, your integration is now complete, and your team will be notified in real-time whenever a new lead is captured in Florida City through Pabbly Connect.

Conclusion

This tutorial detailed how to use Pabbly Connect to send Slack notifications for new Flowdacity leads. By following these steps, you can automate your lead notifications effectively.