How to Send Slack Notifications on Receiving Inbound SMS in Close CRM Using Pabbly Connect

Learn how to send Slack notifications for inbound SMS in Close CRM using Pabbly Connect with this step-by-step tutorial. Automate your CRM notifications! 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 Integration

To send Slack notifications for inbound SMS in Close CRM, start by accessing Pabbly Connect. This automation tool allows you to create workflows without coding. Visit the Pabbly Connect website and sign up for a free account to get started.

Once you’ve registered and logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the automation setup. Name your workflow, for example, ‘Close CRM to Slack’, and click the ‘Create’ button to continue.

2. Setting Up Close CRM as the Trigger Application

In this step, you will set up Close CRM as the trigger application in Pabbly Connect. Select Close CRM from the list of applications and choose the trigger event as ‘New SMS’. This event will activate the workflow whenever a new SMS is received.

• Select ‘Close CRM’ as the trigger application.
• Choose the trigger event ‘New SMS’.
• Click on ‘Connect’ and add a new connection using your API key.

After entering your API key from the Close CRM settings, click ‘Save’. This will establish the connection between Pabbly Connect and Close CRM, allowing it to listen for new SMS messages.

3. Testing the Close CRM Integration

To test the integration, send a demo SMS to the number associated with your Close CRM account. After sending the SMS, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will check if the SMS data is being captured correctly.

Once the test request is sent, you should see the response data appearing in the Pabbly Connect interface. Ensure that the SMS content is displayed correctly, confirming that the integration is functioning as expected.

4. Filtering Inbound SMS for Slack Notifications

After confirming that the SMS data is received, you need to set up a filter to ensure notifications are only sent for inbound SMS. In Pabbly Connect, add a filter step after the Close CRM trigger.

• Select the label for the SMS direction to filter.
• Set the filter type to ‘Equals’ and input ‘Inbound’ as the value.
• Click ‘Send Test Request’ to validate the filter condition.

This filter will ensure that only inbound SMS notifications trigger Slack messages, keeping your team informed without unnecessary alerts.

5. Sending Notifications to Slack

Now that the filter is set, you can configure Slack as the action application in Pabbly Connect. Select Slack and choose the action event ‘Send Channel Message’. Connect your Slack account by selecting the appropriate token type, either user or bot, and authorize the connection.

Once connected, select your desired Slack channel and customize the message. Map the SMS content from the Close CRM trigger into your Slack message. For example, you can write: ‘Hello team, we have just received a new inbound SMS in Close CRM: {SMS content}’. After finalizing the message, click ‘Save and Send Test Request’ to verify that the notification is delivered to Slack.

Conclusion

By following these steps, you can effectively automate Slack notifications for inbound SMS received in Close CRM using Pabbly Connect. This integration streamlines communication and ensures your team stays updated without manual intervention. Start using automation today to enhance your workflow!