Integrate Teamleader CRM with Slack Using Pabbly Connect: A Step-by-Step Guide

Learn how to notify your team about new Teamleader contacts on Slack using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Slack Integration

Pabbly Connect is your go-to automation tool that enables seamless integrations between various applications, including Teamleader CRM and Slack. In this tutorial, we will explore how to notify your team about new Teamleader contacts on Slack using Pabbly Connect.

To start, access Pabbly Connect by visiting their website. If you are a new user, simply sign up for a free account to get started. Existing users can log in directly. This platform allows you to create workflows that connect different applications effortlessly.

2. Creating a Workflow in Pabbly Connect

To create a workflow, navigate to the Pabbly Connect dashboard and click on the plus sign to create a new workflow. Name your workflow as ‘Notify Team about New Teamleader Contacts on Slack’. This title clearly indicates its purpose and helps in identifying it later. using Pabbly Connect

• Click on ‘Create Workflow’ after naming it.
• You will see a trigger window and an action window.

In this case, the trigger application is Teamleader, and the action application is Slack. This setup ensures that whenever a new contact is added to Teamleader, a notification is sent to your Slack channel.

3. Integrating Teamleader with Pabbly Connect

To establish the integration, open the trigger window and select Teamleader as the application. Choose the trigger event as ‘New Contact’. Click on connect and then select ‘Add New Connection’ to link your Teamleader account with Pabbly Connect.

Once connected, ensure you are logged into your Teamleader account for seamless authorization. After the connection is successful, click on ‘Save and Send Test Request’ to proceed. This step captures the trigger data, allowing you to test the integration.

4. Capturing Contact Details from Teamleader

After triggering the event, you need to create a new contact in your Teamleader account for testing. Click on the ‘Add Contact’ button and fill in the necessary details such as first name, last name, and email address. Once done, save the contact.

Return to Pabbly Connect to see the response. It should capture the new contact’s details, including the subject ID. Next, add an action step by selecting Teamleader again and choosing the action event as ‘Find a Contact’. This will allow you to retrieve the complete details of the newly created contact.

5. Sending Notifications to Slack

Now, it’s time to notify your team on Slack. Add another action step in Pabbly Connect and select Slack as the application. Choose the action event as ‘Send Channel Message’. Connect your Slack account by clicking on ‘Add New Connection’ and authorize the app.

Once connected, select the channel where you want to send the message. You can create a new channel if necessary. In the message field, enter the notification text, including the new contact’s details that you mapped from the previous steps. Finally, click on ‘Save and Send Test Request’ to send the message to your Slack channel.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to notify your team about new Teamleader contacts on Slack. By following these steps, you can automate the process of sharing important contact details with your team, enhancing communication and efficiency.