How to Share New Leads from Dante AI to Microsoft Teams Using Pabbly Connect

Learn how to automate the sharing of new leads from Dante AI to Microsoft Teams with Pabbly Connect. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an integration platform that simplifies the automation process between applications like Dante AI and Microsoft Teams. This tutorial will guide you through the steps to share new leads generated from Dante AI directly into Microsoft Teams using Pabbly Connect. using Pabbly Connect

By connecting these platforms, you can ensure that your team is promptly notified whenever a new lead is captured. This enhances communication and streamlines your lead management workflow. Let’s dive into the setup process using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To start automating the lead sharing process, first log in to your Pabbly Connect account. From the dashboard, click on the ‘Create Workflow’ button to initiate a new automation workflow between Dante AI and Microsoft Teams.

Once you click on the button, you will need to name your workflow, such as ‘Dante AI to Microsoft Teams’, and select a folder for your workflow. After naming it, click on the ‘Create’ button to proceed. You will see two main windows: the trigger window and the action window.

3. Setting Up the Trigger with Dante AI

In the trigger window, select Dante AI as the app to connect. Choose the trigger event as ‘Lead Capture’ from the dropdown menu. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Dante AI account with Pabbly Connect.

To establish this connection, you need the API key from your Dante AI account. Navigate to the integration section in your Dante AI account, copy the API key, and paste it into Pabbly Connect. After saving, you will see a list of knowledge bases from which you can select the specific chatbot that captures new leads. Choose the appropriate chatbot and click on ‘Save’ and then ‘Send Test Request’ to confirm the setup.

• Log in to your Pabbly Connect account.
• Create a new workflow and name it.
• Select Dante AI as the trigger app and Lead Capture as the event.
• Paste the API key from Dante AI into Pabbly Connect.

After confirming the connection, Pabbly Connect will start capturing lead details from the selected chatbot. This step is crucial for ensuring that your automation is triggered whenever a new lead is generated.

4. Sending Lead Details to Microsoft Teams

Next, you will set up the action step to send the captured lead details to Microsoft Teams. In the action window, search for Microsoft Teams and select it. Choose the action event as ‘Send Message in a Channel’. Click on ‘Connect’ to link your Microsoft Teams account with Pabbly Connect.

Similar to the previous steps, log in to your Microsoft Teams account through the prompt and grant the necessary permissions. After connecting, select the team and the specific channel where you want to send the lead notifications. In the message field, you can customize the message to include details such as the lead’s name, email, phone number, city, and age.

• Select Microsoft Teams as the action app.
• Choose the ‘Send Message in a Channel’ action.
• Connect your Microsoft Teams account and select the appropriate team and channel.
• Customize the message to include lead details.

After setting up the message, click on ‘Save and Send Test Request’. This action will send a test message to your selected Microsoft Teams channel, confirming that the integration works seamlessly through Pabbly Connect.

5. Testing the Integration

Now that you have set up the automation, it’s time to test it. Go back to your Dante AI chatbot and create a new lead by filling out the lead form. Once you submit the form, Pabbly Connect will capture the details and trigger the action to send the message to Microsoft Teams.

Check your Microsoft Teams channel to see if the message has been received. You should see a notification with the lead’s details, confirming that the automation is functioning correctly. This process not only saves time but also keeps your team informed about new leads instantly.

With this setup, you can easily manage your leads and ensure that your team is always updated. If you have any questions or need further assistance, feel free to reach out to Pabbly support or consult the forums for help.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the sharing of new leads from Dante AI to Microsoft Teams. By following these steps, you can enhance your team’s communication and streamline lead management effectively.

Utilizing Pabbly Connect allows for seamless integration between applications, ensuring that your workflow remains efficient and effective. Start automating your processes today!