How to Send Slack Notification for New ClickFunnels Contact Using Pabbly Connect

Learn how to send Slack notifications for new ClickFunnels contacts using Pabbly Connect. Follow this detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. If you are a new user, sign up for an account. Existing users can simply log in to their dashboard.

Once logged in, locate the ‘Create Workflow’ button on the right-hand side. Click on it, and a dialog box will appear. You can name your workflow based on your objective, such as ‘Send Slack Notification for New ClickFunnels Contact.’ After naming, select the appropriate folder and click on ‘Create’ to proceed.

2. Setting Up the Trigger with ClickFunnels

In this step, you will set up the trigger event using Pabbly Connect. The trigger application will be ClickFunnels, and the specific event will be ‘New Contact Created.’ This means that every time a new contact is added in ClickFunnels, the automation will be activated.

• Select ClickFunnels as the trigger application.
• Choose the trigger event as ‘New Contact Created.’
• Copy the generated webhook URL provided by Pabbly Connect.

Next, navigate to your ClickFunnels account. Go to the settings section, find the Webhooks option, and click on ‘Add New Endpoint.’ Here, paste the copied webhook URL and set the event type as ‘Contact Created.’ Finally, click on ‘Create Endpoint’ to establish the connection.

3. Testing the Webhook Response

After creating the endpoint, Pabbly Connect will wait for a webhook response. To test this, you need to submit a new contact form in ClickFunnels. This step ensures that the data is correctly captured by Pabbly Connect.

Fill out the form with sample details such as first name, last name, email address, and mobile number. After submitting the form, switch back to Pabbly Connect to check if the webhook has received the data.

• Verify that the contact details appear in the Pabbly Connect response section.
• Make sure to check the subject type and event type to confirm the data received.

Once you see the details populated, it indicates that the webhook is functioning correctly and is ready for the next step.

4. Setting Up Slack Notification Action

Now, it’s time to set up the action in Pabbly Connect. The action application will be Slack, and the action event will be to send a channel message. This will notify your team every time a new contact is created in ClickFunnels.

Click on the Slack option and select ‘Send Channel Message.’ You will need to connect your Slack account to Pabbly Connect. If this is your first time, choose ‘Add New Connection’ and authorize access to your Slack workspace.

Once connected, specify the channel where you want to send the notifications. In this case, create or select a channel named ‘ClickFunnels Contacts.’ Then, write a message template that includes details of the new contact using the mapping feature to pull in the first name, last name, email, and mobile number.

5. Testing and Verifying the Integration

After setting up the Slack notification action, you can test the integration to ensure everything works correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect to send a test notification to your Slack channel.

Check your Slack channel to see if the notification appears. If successful, you will see a message indicating that a new contact has been created in ClickFunnels with the details provided. This confirms that the integration is working as intended.

To further verify, submit another new contact in ClickFunnels and check if the notification is sent to Slack again. This will ensure that your automation is fully operational, allowing your team to receive real-time updates.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send Slack notifications for new ClickFunnels contacts. By following the steps outlined, you can automate your workflow and keep your team informed effortlessly.