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

Learn how to automate sharing new leads from Dante AI to Microsoft Teams using Pabbly Connect. Step-by-step tutorial with specific integration details. 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. Setting Up Pabbly Connect for Integration

To share new leads from Dante AI to Microsoft Teams, you first need to set up Pabbly Connect. This platform is essential for creating the automation workflow between the two applications. Start by signing up for a free account on Pabbly Connect and accessing the dashboard.

Once you are on the Pabbly Connect dashboard, create a new workflow. Click on the ‘Create Workflow’ button, name it something like ‘Dante AI to Microsoft Teams’, and select a folder for your workflow. This is the first step in automating the lead sharing process.

2. Configuring the Trigger for Dante AI

In this step, you will set up the trigger for your workflow using Pabbly Connect. Choose Dante AI as the app for the trigger event. From the dropdown, select ‘Lead Capture’ as the trigger event and click on ‘Connect’.

To connect your Dante AI account, you will need the API key. Navigate to the Integration section in your Dante AI account to find this key. Copy it and paste it into Pabbly Connect. After saving, select the specific knowledge base from which you want to capture leads.

• Access your Dante AI account and go to the Integration section.
• Copy the API key and paste it into Pabbly Connect.
• Select the knowledge base for lead capture and save the configuration.

Once this is done, Pabbly Connect will wait for new lead details from Dante AI, completing the trigger setup.

3. Setting Up the Action for Microsoft Teams

The next step involves configuring the action in Pabbly Connect to send messages to Microsoft Teams. Search for Microsoft Teams in the action app section and select it. Choose ‘Send Message in a Channel’ as the action event.

Click on ‘Connect’ and sign in to your Microsoft Teams account. Once connected, select the team and channel where you want to send notifications. You will then create a message template that includes the lead details captured from Dante AI.

• Select the team and channel in Microsoft Teams for notifications.
• Create a message template to include lead details such as name, email, phone number, city, and age.
• Use Pabbly Connect to map these details from the trigger step to the message.

After setting up the message, test it to ensure that notifications are sent correctly to your Microsoft Teams channel.

4. Testing the Automation Workflow

After configuring both the trigger and action in Pabbly Connect, it’s time to test the automation. Go back to your Dante AI chatbot and submit a lead form with dummy user details. This will generate a new lead and trigger the workflow.

Check your Microsoft Teams channel to see if the message with the new lead details appears. This confirms that the integration is working as intended. If everything is set up correctly, your team will receive instant notifications for every new lead generated.

To ensure reliability, repeat the test with different lead details. Each time a new lead is generated, the corresponding message should be sent to Microsoft Teams without delay.

5. Conclusion

In conclusion, using Pabbly Connect to automate the sharing of new leads from Dante AI to Microsoft Teams is straightforward and efficient. By following the steps outlined, you can ensure that your team is promptly notified about new leads, improving your response time and overall productivity.

This integration not only streamlines your lead management process but also enhances communication within your team. With Pabbly Connect, you can easily set up similar automations for other applications as well.