Integrating Slack and Make Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Slack and Make using Pabbly Connect with this detailed tutorial. Follow the steps to automate your workflows effortlessly. 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 Slack and Make, you first need to access Pabbly Connect. Begin by typing Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page where you can log in to your account.

If you are a new user, you can sign up for free and get 100 tasks monthly. Existing users should click on the ‘Sign In’ option at the top right corner. Once logged in, navigate to the Pabbly Connect dashboard to create your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it ‘Notify Team on Slack for New Typeform Submission’.

• Select the folder where you want to save this workflow.
• Click on ‘Create’ to initiate the workflow setup.

Once created, you will see two boxes: Trigger and Action. The trigger application will be Typeform, and the action application will be Slack. This setup allows you to automate notifications to your team on Slack whenever a new Typeform submission occurs.

3. Setting Up Typeform as the Trigger Application

In this step, you will configure Typeform as the trigger application in Pabbly Connect. Select ‘Typeform’ and choose the trigger event as ‘New Entry’. Click on ‘Connect’ to establish the connection.

If you do not have an existing connection, select ‘Add New Connection’. You will need to log into your Typeform account and grant necessary permissions for Pabbly Connect to access your data. Once connected, select the form you want to use, such as ‘New Contact Form’.

• Click on ‘Save and Send Test Request’ to capture the response.
• Perform a test submission in Typeform to ensure the connection is working.

After submitting the test form, you should see the captured response in Pabbly Connect. This confirms that Typeform is successfully integrated as the trigger application.

4. Setting Up Slack as the Action Application

Next, you will set up Slack as the action application in Pabbly Connect. Select ‘Slack’ and choose the action event as ‘Send Channel Message’. Click on ‘Connect’ to proceed.

If you do not have an existing connection, click on ‘Add New Connection’. Enter the token type as ‘User’ or ‘Bot’, depending on your preference. After entering the required permissions, click on ‘Save’. This will establish the connection between Slack and Pabbly Connect.

Select the Slack channel where you want to send notifications. Draft the message format you want to send to your team.

Make sure to use the mapping feature to dynamically insert the Typeform response details into your Slack message. This ensures that every new submission triggers an updated message to your team.

5. Testing the Integration Between Slack and Make

Now that both applications are set up, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send a test message to your selected Slack channel based on the mapped data from Typeform.

To verify that the integration is working correctly, check your Slack channel for the new message. If everything is set up properly, you should see the details of the Typeform submission in Slack.

Submit another test form in Typeform to ensure the integration captures new data. Check Slack again to confirm that the new message appears as expected.

This confirms that your integration between Typeform and Slack using Pabbly Connect is functioning correctly. You can now automate notifications for your team efficiently.

Conclusion

In this tutorial, you learned how to integrate Slack and Make using Pabbly Connect. By following the steps outlined, you can automate your workflows and ensure your team is promptly notified about new Typeform submissions. This integration enhances communication and improves efficiency in your processes.