Integrating Salesmate with Microsoft Teams Using Pabbly Connect

Learn how to automate Salesmate deal updates to Microsoft Teams using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Salesmate with Microsoft Teams, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page at Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

As an existing user, click on the ‘Sign In’ button. This will direct you to your dashboard where you can access various Pabbly applications. Select ‘Access Now’ for Pabbly Connect to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this integration, name your workflow ‘Send Channel Message on Microsoft Teams for Salesmate Deal Updates’ and click ‘Create’.

This opens the workflow window where you will define your trigger and actions. The trigger determines when the workflow starts, while the action specifies what happens next. In this case, the trigger will be an update in Salesmate.

• Click on ‘Select Application’ and search for Salesmate.
• Choose the trigger event as ‘Deal Updated’.
• Copy the provided webhook URL for the next steps.

After selecting the trigger, you will be given a webhook URL. This URL is essential for connecting your Salesmate account with Pabbly Connect. Make sure to copy it for later use.

3. Setting Up Salesmate for Webhook

Next, log into your Salesmate account to set up the webhook. Navigate to the top right corner, click on ‘Setup’, then select ‘Sales Automation’ and ‘Workflow Management’. Here, you can create a new rule.

Click on ‘New Rule’ and select ‘Deal’ from the module drop-down. Name your rule (e.g., ‘Testing’) and set it to execute on updates. This will ensure that your workflow in Pabbly Connect triggers whenever a deal is updated.

• Select ‘Update’ as the execution condition.
• Add a webhook action by clicking ‘Add’.
• Paste the copied webhook URL and set the method to ‘POST’.

After configuring these settings, save the rule. This connects your Salesmate account to Pabbly Connect, allowing it to send updates to the workflow.

4. Configuring Microsoft Teams in Pabbly Connect

Now that you have set up Salesmate, return to Pabbly Connect to configure the action for Microsoft Teams. Select Microsoft Teams as your action application and choose ‘Send Message in a Channel’ as the action event.

Click on ‘Connect’ to link your Microsoft Teams account with Pabbly Connect. If this is your first time connecting, you will need to authorize Pabbly to access your Teams account. Click ‘Allow’ to grant the necessary permissions.

Select the team you want to send messages to (e.g., Sales Team). Choose the channel within that team to send the message. Map the message content to include deal details like title, status, and estimated close date.

After mapping all required fields, click on ‘Save and Send Test Request’. This action sends a test message to your chosen Microsoft Teams channel, confirming that the integration works correctly.

5. Testing the Integration

To ensure everything is functioning properly, update a deal in your Salesmate account. Change any detail (e.g., state or estimated close date) and save the changes. This should trigger the workflow in Pabbly Connect.

After the update, check your Microsoft Teams channel to see if the message has been sent. You should see the deal update reflected in the channel message, confirming that the integration works seamlessly.

Repeat this process for additional deal updates to ensure consistent functionality. This integration keeps your sales team informed in real-time, enhancing communication and efficiency.

Conclusion

In this tutorial, we demonstrated how to integrate Salesmate with Microsoft Teams using Pabbly Connect. This automation ensures that your team receives timely updates on deal changes, improving coordination and response times. With just a few steps, you can set up powerful workflows that enhance your business operations.