How to Share New Leads from Dante AI to Slack Using Pabbly Connect

Learn how to automate sharing new leads from Dante AI to Slack using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Integration

To share new leads from Dante AI to Slack, you first need to set up Pabbly Connect. Start by navigating to the Pabbly Connect dashboard, where you can create an automation workflow. This integration allows you to connect your Dante AI account to Slack seamlessly.

Once you are on the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Dante AI to Slack’, and select the appropriate folder in your Pabbly Connect account. Click ‘Create’ to proceed, and you will see the interface with a trigger and action window.

2. Configuring the Trigger for Dante AI

The next step involves setting up the trigger for your workflow in Pabbly Connect. In the trigger window, search for ‘Dante AI’ and select it. Choose the trigger event as ‘Lead Capture’ to ensure that every new lead generated by your chatbot is captured.

• Select ‘Dante AI’ as the app.
• Choose ‘Lead Capture’ as the trigger event.
• Connect your Dante AI account using the API key.

To find your API key, go to Dante AI, navigate to the integration section, and copy the API key. Paste it into Pabbly Connect and click ‘Save’. After connecting, select the knowledge base from which you want to capture leads, and click ‘Save and Send Test Request’.

3. Capturing New Leads from Dante AI

After configuring the trigger, you need to test the lead capture feature using Pabbly Connect. Go to your chatbot and submit a test lead. Enter details such as name, email, mobile number, city, and age. After submitting, Pabbly Connect will receive the lead information and show it in the trigger step.

This successful capture indicates that the integration is working. The details of the new lead—including name, email, phone number, city, age, and conversation ID—will be displayed in Pabbly Connect. This confirms that the automation is set up correctly.

4. Sending New Leads to Slack

Now that the lead capture is set up in Pabbly Connect, the next step is to configure the action to send this lead information to Slack. In the action window, search for ‘Slack’ and select it. Choose the action event as ‘Send Channel Message’.

• Select ‘Slack’ as the app.
• Choose ‘Send Channel Message’ as the action event.
• Connect your Slack account using the token type (user or bot).

After connecting, you will need to select the Slack channel where you want to send the lead details. Customize the message format to include the new lead’s information, and then click ‘Save and Send Test Request’. This will send the lead details to the specified Slack channel.

5. Testing and Verifying the Integration

To ensure that your integration works flawlessly, perform a final test using Pabbly Connect. Submit another test lead through your chatbot. After submitting, check the designated Slack channel to verify that the lead details have been sent correctly.

If everything is set up properly, you should see a message in Slack with the lead’s name, email, phone number, city, age, and conversation ID. This confirms that the automation between Dante AI and Slack via Pabbly Connect is functioning as intended, allowing for efficient lead sharing with your team.

Conclusion

Using Pabbly Connect, you can easily automate the process of sharing new leads from Dante AI to Slack. This integration enhances team communication and ensures that no lead goes unnoticed. By following this tutorial, you can streamline your lead management process effectively.