Integrate Telegram with CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate task notifications from CRM to Telegram using Pabbly Connect. This detailed tutorial covers every step of the integration process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Telegram with CRM, first, access Pabbly Connect by visiting its homepage. Here, you can sign in if you’re an existing user or sign up for free to create a new account. This platform allows you to automate tasks without any coding skills.

Once logged in, you will find the dashboard where you can manage your workflows. To initiate the integration process, click on the ‘Create Workflow’ option. You will be prompted to name your workflow, which could be something like ‘Send Telegram Message for CRM Task’. After naming it, select the folder to save your workflow and click on ‘Create’.

2. Setting Up Trigger with Go High Level in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. For this integration, select ‘Go High Level’ as your trigger application. The trigger event to choose is ‘New Task Created’. This event will activate the workflow whenever a new task is added in the Go High Level CRM.

After selecting the application and trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as a bridge between Go High Level and Pabbly Connect. Follow these steps to set it up:

• Copy the webhook URL provided by Pabbly Connect.
• Log into your Go High Level account and navigate to the ‘Automation’ section.
• Create a new workflow and set the trigger to ‘Task Added’.
• Paste the copied webhook URL in the action settings of your Go High Level workflow.

After saving your workflow in Go High Level, publish it to activate the integration. Your Pabbly Connect workflow will now wait for a webhook response whenever a new task is created in your CRM.

3. Performing Test Submission in Go High Level

Now that the trigger is set up, it’s time to test the integration. Go back to your Go High Level CRM and create a new task. For instance, title it ‘Social Media Calendar’ and add a description. Assign the task to a specific user and save it.

Once the task is created, return to Pabbly Connect. You should see that the webhook response has been successfully captured. This response will include all relevant details such as task title, description, and due date. This confirms that your trigger is working correctly.

To verify, check if the task details are accurately reflected in Pabbly Connect. If everything looks good, you can proceed to set up the action for sending messages to Telegram. This complete integration ensures that every new task in Go High Level triggers a notification in Telegram.

4. Configuring Telegram Action in Pabbly Connect

The next step in the process involves setting up Telegram as the action application in Pabbly Connect. Select ‘Telegram Bot’ as your action application and choose the action event ‘Send Text Message’. This is essential for sending notifications to your Telegram group.

To connect your Telegram bot, you need to create a bot using the BotFather on Telegram. Follow these steps to get your bot token:

• Search for ‘BotFather’ on Telegram.
• Send the command ‘/newbot’ to create a new bot.
• Follow the prompts to name your bot and set a username ending with ‘_bot’.
• Copy the API token provided by BotFather.

Once you have the token, paste it into Pabbly Connect to establish the connection. After successfully connecting, fill in the chat ID of the group where you want to send messages.

5. Sending Notifications to Telegram Group

After configuring the Telegram bot, you can now set the message format for notifications in Pabbly Connect. Use dynamic fields to include task details in the message. For example, your message could say, ‘Hello team, here is a new task: [Task Title], Description: [Description], Due Date: [Due Date].’ This ensures that every notification sent to Telegram is personalized with the respective task details.

To finalize the setup, click on ‘Save’ and then test the action by sending a test request. You should receive a message in your Telegram group confirming that the integration works. This automated messaging system ensures that your team is always updated with the latest tasks created in Go High Level.

With this setup, you have successfully integrated Telegram with your CRM using Pabbly Connect. Now, every time a new task is created, a notification will be sent to your Telegram group, keeping your team informed and organized.

Conclusion

This tutorial detailed how to integrate Telegram with your CRM using Pabbly Connect. By following these steps, you can automate task notifications efficiently, ensuring that your team stays updated without manual intervention.