How to Use Pabbly Connect to Notify Teams on Microsoft Teams for India Mart Leads

Learn how to automate notifications to Microsoft Teams for India Mart leads using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating notifications for new leads, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you’re new, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see the Pabbly apps dashboard. Click on the Access Now button for Pabbly Connect to enter the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to notify your team on Microsoft Teams about new leads from India Mart. Click on the Create Workflow button to start. You will be prompted to name your workflow.

• Name the workflow: Notify Team on Microsoft Teams for India Mart Leads.
• Select a folder to save the workflow.

After naming your workflow and selecting the folder, click on the Create button. You will see two sections: Trigger and Action. The trigger will capture new leads, while the action will send notifications to Microsoft Teams.

3. Setting Up Trigger with India Mart

For the trigger application, choose Pabbly Connect and select India Mart as the source of your leads. From the trigger events, select New Leads. This action will allow Pabbly Connect to capture new inquiries from your India Mart account.

After selecting the trigger, Pabbly Connect will provide you with a unique Webhook URL. Copy this URL as it will be used to connect India Mart with Pabbly Connect. Now, go to your India Mart account and navigate to the Lead Manager section.

• Click on Import and Export Leads.
• Select Push API and enter Pabbly Connect as the platform name.
• Paste the copied Webhook URL.

After entering these details, click on the Save Details button. Your India Mart account is now connected to Pabbly Connect.

4. Setting Up Action with Microsoft Teams

Now that the trigger is set up, the next step is to configure the action. Choose Pabbly Connect and select Microsoft Teams as the action application. For the action event, select Send Message in a Channel. This setup will notify your team about new leads.

Click on the Connect button. A window will appear asking you to authorize Pabbly Connect with Microsoft Teams. Accept the permissions to proceed. After authorization, select the team and channel where the notifications will be sent.

Search for the team: India Mart Leads. Select the channel: New Lead Alerts.

After selecting the team and channel, you will need to enter your message in HTML format. Use dynamic fields to map the lead’s details to the message to ensure accurate information is sent.

5. Testing the Integration

With both the trigger and action set up, it’s time to test the integration. Generate a test lead in your India Mart account. Once the lead is created, check back in Pabbly Connect to see if the webhook has received the response.

If the test lead is successfully captured, you will see the details displayed in the workflow. Now, check your Microsoft Teams channel to confirm that the notification was sent successfully. The message should contain all the lead details formatted correctly.

This process shows how Pabbly Connect effectively connects India Mart and Microsoft Teams, automating your lead notifications. Whenever a new lead is generated, your team will be immediately informed, enabling quicker responses and better service.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications for new leads from India Mart to Microsoft Teams. This integration streamlines communication and ensures your team is always updated on new inquiries, enhancing your business’s responsiveness.