Integrating LeadSquared with Slack Using Pabbly Connect

Learn how to automate sending messages to Slack when a lead is added in LeadSquared using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for LeadSquared and Slack Integration

To begin automating your lead management, you need to access Pabbly Connect. Start by visiting Pabbly.com/connect to create your free account. Once logged in, you will be directed to your dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘LeadSquared to Slack Automation’. After naming, click on the ‘Create’ button to proceed to the workflow setup.

2. Creating the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow. In this case, the trigger application will be Pabbly Connect with LeadSquared as the selected app. Choose ‘LeadSquared’ from the trigger application options.

• Select ‘New Landing Page Submission’ as the trigger event.
• Copy the provided webhook URL for integration.
• Set up the webhook in your LeadSquared account.

To finalize the trigger setup, go to your LeadSquared settings, navigate to the API and Webhooks section, and create a new webhook. Paste the copied URL, select the event type as ‘Landing Page Submission’, and save the settings. This will enable Pabbly Connect to listen for new lead submissions.

3. Capturing Lead Data in Pabbly Connect

After setting up the webhook, you need to test the data capture. This involves creating a dummy lead on your LeadSquared landing page. Fill in the necessary details such as name, email, and contact information, then submit the form.

Once the form is submitted, Pabbly Connect will receive the lead data. Click on the ‘Recapture Webhook Response’ button in Pabbly Connect to fetch the latest lead information. This data will act as a test for the subsequent steps in your workflow.

4. Sending Messages to Slack Using Pabbly Connect

Now that you have set up the trigger and captured lead data, the next step is to send this information to your Slack channel. In Pabbly Connect, select Slack as the action application and choose the action event as ‘Send Channel Message’.

• Connect your Slack account by selecting ‘Add New Connection’.
• Choose the token type (User or Bot) for the connection.
• Select the appropriate Slack channel to send messages.

Compose the message you want to send, including the lead details such as name, email, and contact. Map these details from the captured lead data. Finally, test the connection by clicking on ‘Save and Send Test Request’ to verify that the message is sent successfully to your Slack channel.

5. Automating Lead Management with Pabbly Connect

By integrating LeadSquared with Slack through Pabbly Connect, you can streamline your lead management process. This automation ensures that your team is instantly notified of new leads without manual intervention.

Once set up, this workflow will operate automatically, allowing you to focus on other important tasks while maintaining effective communication about new leads. Use this powerful integration to enhance your business operations and improve your team’s response time.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automate the process of sending messages to Slack when a lead is added in LeadSquared can save time and enhance team collaboration. Follow the steps outlined above to set up your automation seamlessly.