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

Learn how to integrate Flowdacity leads with Slack notifications using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To notify your team on Slack for new Flowdacity leads, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up if you don’t have an account.

Once logged in, navigate to the dashboard where you can find various applications offered by Pabbly. Click on the Pabbly Connect option to begin setting up your integration.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the “Create Workflow” button, and a dialog box will appear. Name your workflow something descriptive, like ‘Notify Team on Slack for Flowdacity Leads’.

• Click on the folder icon to choose where to save your workflow.
• Select the appropriate folder for better organization.
• Hit the Create button to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. Set the Trigger application to Flowdacity, which will initiate the workflow whenever a new lead is captured.

3. Setting Up the Trigger in Pabbly Connect

Within Pabbly Connect, select Flowdacity as your Trigger application. You need to choose the trigger event, which is the ‘Webhook Trigger’ from the dropdown menu. This event will activate whenever a new lead is created.

Next, copy the provided webhook URL from Pabbly Connect. This URL will be used in your Flowdacity settings to send lead details to Pabbly Connect.

• Navigate to your Flowdacity dashboard.
• Locate the chatbot integration settings.
• Paste the copied webhook URL into the integration field.

After pasting the URL, test the connection in Pabbly Connect to ensure it’s working correctly. You should receive a confirmation response indicating the successful setup of the trigger.

4. Setting Up the Action in Pabbly Connect

Now, it’s time to set the Action application in Pabbly Connect. Select Slack as the Action application, and choose the action event ‘Send Channel Message’ from the dropdown.

Connect your Slack account by clicking on the connect button. You’ll need to authorize Pabbly Connect to access your Slack account. Make sure to choose the correct token type, usually the user token, for sending messages.

Select the Slack channel where you want the notifications sent. Compose a message template that includes lead details. Map the lead details like name, email, service, and needs into the message.

After setting up the message, test the action in Pabbly Connect to confirm that the message is sent to your Slack channel successfully.

5. Testing the Integration and Summary

Once you have configured both the trigger and action in Pabbly Connect, it’s crucial to test the entire integration. Generate a new lead in Flowdacity to see if the notification appears in your selected Slack channel.

Check your Slack channel for the message containing the new lead details. If everything works correctly, you will see a message formatted with the lead’s name, email, service, and needs. This indicates that the integration is functioning as intended.

In summary, you have successfully set up an automated system using Pabbly Connect to notify your team on Slack whenever a new lead is received from Flowdacity. This integration allows for seamless communication and quick follow-ups on potential leads.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate Slack notifications for new Flowdacity leads. By following these steps, you can enhance your team’s responsiveness and improve lead management efficiently.