How to Send Slack Channel Messages for New Apollo Contacts Using Pabbly Connect

Learn how to integrate Apollo with Slack using Pabbly Connect to automate sending messages for new contacts. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Apollo and Slack Integration

To start automating your workflow, access Pabbly Connect by signing up on its landing page. This platform enables seamless integration between different applications, including Apollo and Slack. After signing up, log in and select the Pabbly Connect product to reach the dashboard.

On the dashboard, click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Apollo Contacts to Slack Messages’. After naming your workflow, click on the ‘Create’ button to proceed. You will see two modules: the trigger and the action, which are essential for setting up your automation.

2. Configuring the Trigger for New Apollo Contacts

In the trigger section of Pabbly Connect, you need to select Apollo as your trigger application. This is where the automation begins. Search for ‘Apollo’ and select it, then choose the trigger event as ‘New Contact’.

Next, click on the ‘Connect’ button. You will be prompted to add a new connection using the API key from Apollo. To obtain your API key, log into your Apollo account and navigate to the API Keys section. Create a new key if you don’t have one, copy it, and paste it into the Pabbly Connect field. Click ‘Save’ to establish the connection.

3. Fetching New Contact Details from Apollo

Once your trigger is set up, it’s time to test it. In Pabbly Connect, click on ‘Save and Send Test Request’. This will fetch the details of a new contact added in Apollo. To demonstrate this, create a new contact in your Apollo application with the necessary details such as name, email, and organization.

• Enter the contact’s name and email.
• Fill in additional details like organization and phone number.
• Click ‘Save Contact’ to add the new contact.

After saving the contact, return to Pabbly Connect and click ‘Save and Send Test Request’ again. You should see the contact details populated in the response section.

4. Setting Up the Action to Send Messages to Slack

Now that you have fetched the contact details, it’s time to set up the action in Pabbly Connect. Select Slack as your action application and choose the action event as ‘Send Channel Message’. Click on the ‘Connect’ button to proceed.

You will need to add a new connection to Slack. Choose the token type (User or Bot) based on your requirements. For this tutorial, select the User token type, click ‘Save’, and authorize the connection. Then, select the channel where you want to send the message, such as ‘General’.

5. Customizing the Slack Message with Contact Details

In the message field, you can customize the content of the Slack message. Write a message like ‘Hello team, we have just added a new contact in Apollo with the following details:’. To include the contact’s information, map the fields from the previous step, such as name, email, and organization. using Pabbly Connect

• Click on the respective fields in the message to map the data.
• Ensure all necessary details are included in the message.

After mapping the fields, click on ‘Save and Send Test Request’ to test the Slack message. If everything is set up correctly, you will see the message appear in your selected Slack channel.

Conclusion

Using Pabbly Connect, you can effortlessly automate the process of sending Slack messages for new contacts added in Apollo. This integration not only saves time but also keeps your team informed about important updates. Follow the steps outlined in this tutorial to set up your own automation and enhance your workflow efficiency.