How to Add New ClickFunnels Contacts to Slack Channel Using Pabbly Connect

Learn how to seamlessly integrate ClickFunnels with Slack using Pabbly Connect to receive new contact notifications. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating ClickFunnels with Slack, first access Pabbly Connect. Open your browser and type the URL Pabbly.com/c/connect. This will direct you to the Pabbly Connect landing page.

On the right side, you will see options to sign in or sign up for free. If you’re a new user, click on the sign-up option. After creating an account, you’ll receive 100 free tasks to explore the platform. Once signed in, navigate to the dashboard to start your integration process.

2. Creating a Workflow in Pabbly Connect

Once on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. You can name it something like ‘ClickFunnels to Slack Integration’ to keep it organized.

• Select ClickFunnels as your trigger application.
• Choose the trigger event as ‘New Contact Created.’
• This will initiate the workflow whenever a new contact is added.

After setting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it connects ClickFunnels with Pabbly Connect. Copy this URL for the next steps in the integration process.

3. Setting Up the Webhook in ClickFunnels

Log into your ClickFunnels account and navigate to the funnel settings. Here, locate the ‘Webhooks’ option on the left sidebar. Click on it, and then select ‘Add New Endpoint.’

• Name your webhook, for example, ‘New Contact Notification’.
• Paste the copied webhook URL from Pabbly Connect.
• Set the event type to ‘Contact Created’ and click ‘Create Endpoint.’

Once the endpoint is created, return to Pabbly Connect. It will now be waiting for a webhook response from ClickFunnels to proceed with the integration.

4. Testing the Integration with ClickFunnels

To test if the integration works, you need to create a test contact in ClickFunnels. Go to the ‘Contacts’ section and choose ‘Add Contact’. Fill in the required fields such as email, first name, last name, and select the appropriate timezone.

Use an email like ‘[email protected]’. Enter a first name and last name, for example, ‘Test’ and ‘User’. Select ‘International Dateline West’ as the timezone.

After creating the contact, go back to Pabbly Connect to check if it has received the webhook response. If successful, you will see the contact details captured in the Pabbly Connect dashboard.

5. Sending Notifications to Slack

Now that Pabbly Connect has received the contact details, the next step is to send a notification to Slack. Set Slack as your action application and choose the action event as ‘Send Channel Message’.

You will need to connect Pabbly Connect to your Slack account. Click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Slack workspace. Once connected, select the channel where you want to send the message.

Compose the message that will be sent to your team, incorporating the contact details captured earlier. For example, you can write, ‘Dear Team, we have received a new lead: [First Name] [Last Name], Email: [Email Address].’ After setting up the message, click on ‘Save and Send Test Request’.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate ClickFunnels with Slack, ensuring your team gets real-time notifications about new leads. By following these steps, you can streamline your workflow and enhance team communication.