Integrating India M and Slack with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate India M and Slack using Pabbly Connect for efficient lead notifications. Step-by-step tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate India M and Slack effectively, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page. You can do this by searching for Pabbly.com/connect in your browser.

Once on the landing page, you will see options to sign in or sign up. If you are new, click on ‘Sign up for free’ for 100 tasks free each month. Existing users can simply click on ‘Sign In’ to access their dashboard.

2. Creating Your Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to your dashboard. Click on the ‘Create Workflow’ button located in the top right corner. You will need to name your workflow and choose a folder to save it in, such as the ‘Automations’ folder.

• Select a workflow name, for example, ‘Notify Team on Slack for India M Leads’.
• Click on ‘Create’ to proceed to the workflow window.

In the workflow window, you will set a trigger and action. The trigger is the event that starts the automation, and the action is what happens as a result. You will select India M as your trigger application.

3. Setting Up the Trigger with India M

To set the trigger, select India M as the application. Choose the trigger event as ‘New Lead’. This event will initiate the workflow when a new lead is received. Pabbly Connect will provide a webhook URL that you need to copy.

Log into your India M account and navigate to the Lead Manager section. Here, you will need to access the ‘Import/Export Leads’ option and select ‘Push API’. In the Push API settings, set the source as ‘Other’ and enter ‘Pabbly Connect’ as the CRM platform name.

• Paste the webhook URL you copied from Pabbly Connect.
• Click on ‘Save Details’ to finalize the integration.

After saving, you will be prompted to generate an OTP for verification. Enter the OTP to complete the connection between India M and Pabbly Connect.

4. Setting Up the Action Step with Slack

Once the trigger is set, it is time to configure the action step. You will select Slack as the action application. Choose the action event as ‘Send Channel Message’. Click on the ‘Connect’ button to link your Slack account with Pabbly Connect.

If you haven’t connected Slack before, select ‘Add a New Connection’. You will need to authorize Pabbly Connect to access your Slack account and choose the channel where you want to send notifications, such as ‘New Lead Alerts’.

Customize the message format to include lead details like client name, email, and phone number. Map the fields from the previous step to ensure dynamic updates with each new lead.

After setting up the message, click on ‘Save and Send Test Request’ to ensure everything is working correctly. You should see a confirmation message indicating that the message was successfully sent to your Slack channel.

5. Conclusion: Automating Notifications with Pabbly Connect

In conclusion, using Pabbly Connect allows you to automate the notification process for new leads from India M to Slack effectively. This integration streamlines your team’s response process, enabling them to act quickly on potential leads.

By following the steps outlined in this tutorial, you can easily set up a workflow that notifies your team in real-time, improving lead management and overall business efficiency. Automating these notifications saves time and enhances productivity, making it a valuable tool for any business.