Integrating Pabbly Connect with Microsoft Teams and Pipedrive for Lead Notifications

Learn how to integrate Pabbly Connect with Microsoft Teams and Pipedrive for seamless lead notifications. Step-by-step tutorial on automation setup. 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. Getting Started with Pabbly Connect

To begin using Pabbly Connect, first, sign up for a free account. This platform allows you to create automated workflows between various applications like Pipedrive and Microsoft Teams. After signing up, log in to access your dashboard.

Once on the dashboard, locate the ‘Create Workflow’ button. Click it to set up your automation. Give your workflow a suitable name, such as ‘Pipedrive to Microsoft Teams Notification.’ Then, click on the ‘Create’ button to proceed to the workflow page.

2. Setting Up the Trigger for Pipedrive

In this section, we will configure the trigger for our workflow using Pabbly Connect. The trigger is the event that starts the workflow. Here, we will select Pipedrive as our trigger application and choose the event ‘New Lead’.

• Select Pipedrive as the application.
• Choose the trigger event: New Lead.
• Click the connect button to link your Pipedrive account.

After clicking the connect button, you will need to enter your Pipedrive API token. You can find this token in the settings of your Pipedrive account under Personal Preferences. Copy the token and paste it into Pabbly Connect.

3. Testing the Trigger in Pabbly Connect

Once the connection is established, it’s time to test the trigger in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to fetch the details of the most recent lead added in Pipedrive. This will ensure that our trigger is working properly.

• Add a new lead in Pipedrive with relevant details.
• Click ‘Save and Send Test Request’ in Pabbly Connect.
• Verify that the lead details are fetched successfully.

After adding a test lead, you will see a response containing all lead details. This confirms that the trigger setup is correct, and you are now ready to move on to the action setup.

4. Setting Up the Action in Microsoft Teams

Now that we have our trigger set up using Pabbly Connect, we will configure the action that will occur in Microsoft Teams. Select Microsoft Teams as the action application and choose the action event ‘Send Message in a Channel’.

Click the connect button to link your Microsoft Teams account. You may need to log in and authorize Pabbly Connect to access your Microsoft Teams account. Once connected, select the team and channel where you want to send notifications.

5. Finalizing and Testing the Integration

To finalize the integration, type in the message you want to be sent to your team in Microsoft Teams. A suggested message could be: ‘Hello team, a new lead has been added in Pipedrive. Please make sure to contact the lead and convert it.’ After entering your message, click on ‘Save and Send Test Request’. using Pabbly Connect

Check your Microsoft Teams channel to confirm that the message has been sent successfully. If everything is set up correctly, you should see the notification appear in the selected channel. This confirms that your automation is now live and will work automatically whenever a new lead is added in Pipedrive.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications from Pipedrive to Microsoft Teams. By following these steps, you can ensure your team stays updated with new leads effectively. Automation using Pabbly Connect simplifies your workflow, allowing you to focus on converting leads.