Integrating Trigger with City Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Trigger with City Using Pabbly Connect for efficient lead notifications. Step-by-step instructions included for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with Facebook Lead Ads

Trigger is essential for automating notifications. In this section, we will set up Trigger with Facebook Lead Ads to notify the team on Slack. First, we need to create a workflow in P Connect Now. using Pabbly Connect

To do this, log into your P Connect Now account. Click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Facebook Lead Ads to Slack Notification’. After naming, select the appropriate folder to save your workflow.

2. Configuring Trigger for New Leads

Configuring Trigger is the next step. Here, we will define the action that should happen when a new lead is generated. Select Facebook Lead Ads as your trigger application and choose the trigger event as ‘New Lead Instant’. using Pabbly Connect

• Select ‘Connect’ to link your Facebook account.
• Choose the Facebook page where your ads are running.
• Select the lead generation form you want to use.

After connecting, ensure your lead generation form is live to receive data. Test the connection by generating a sample lead to verify that it works correctly.

3. Setting Up Slack Action for Notifications

Now that Trigger is configured, we will set up Slack as the action application. This is where notifications will be sent when a new lead is received. Select Slack as your action application and choose ‘Send Channel Message’ as the action event. using Pabbly Connect

Connect Slack to P Connect Now by selecting ‘Add New Connection’. Choose your token type, either User or Bot, and allow access to your Slack account. Next, select the channel where notifications should be sent, such as ‘#Facebook Leads’.

4. Customizing Notifications with Lead Details

Customizing the notification message is crucial for effective communication with your team. In the message field, include details like the lead’s name, email, phone number, and city. This ensures your team has all necessary information at their fingertips. using Pabbly Connect

• Format the message to say: ‘New Facebook lead received: [Lead Name], [Email], [Phone], [City]’.
• Use mapping to dynamically insert lead details from the Trigger step.
• Ensure to save the message and test the workflow.

Once you’ve mapped the fields and saved your settings, your Slack channel will receive notifications every time a new lead comes in from Facebook Lead Ads.

5. Testing the Integration for Success

Testing the integration is the final step to ensure everything is working correctly. Generate a test lead using the Facebook Lead Ads form to see if the notification is sent to Slack. using Pabbly Connect

After submitting the test lead, check the Slack channel for the notification message. It should display the lead’s information as configured. If the message appears, your integration is successfully set up!

Conclusion

Integrating Trigger with City Using Pabbly Connect allows for efficient lead notifications. By following these steps, you can automate the process and ensure your team is promptly informed about new leads.