How to Notify Sales Team on Slack for New LinkedIn Leads Using Pabbly Connect

Learn how to integrate LinkedIn leads with Slack notifications using Pabbly Connect. Step-by-step tutorial for automating your sales notifications. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of notifying your sales team on Slack for new LinkedIn leads, you first need to access Pabbly Connect. This platform allows seamless integration between various applications, including LinkedIn and Slack. Start by visiting the Pabbly website and signing in to your account.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the notification process. Click on the ‘Create Workflow’ button to initiate the setup.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect specifically for notifying your sales team. After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Enter a descriptive name such as ‘Notify Sales Team on Slack for New LinkedIn Leads’.

• Select the folder to save your workflow.
• Choose the ‘New Beta’ option for a modern interface.
• Click on ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see a screen that prompts you to set up your trigger. This is the first step in your automation process, which will initiate the notification whenever a new lead is captured.

3. Setting Up the Trigger for LinkedIn Leads

The next step involves setting up the trigger for your workflow in Pabbly Connect. Click on the ‘Add Trigger’ button and select LinkedIn as your trigger application. Choose the event as ‘Lead Notifications’ to specify what action will trigger the workflow.

After selecting the trigger, you will need to connect your LinkedIn account. Ensure that you are logged into your LinkedIn account for a smooth connection process. Once connected, you will be asked to select the sponsored account from which you want to receive leads.

• Select your LinkedIn sponsored account.
• Click ‘Save and Send Test Request’ to verify the connection.
• Generate a test lead to ensure everything is working correctly.

Once the test lead is generated, you will see the details captured in Pabbly Connect, confirming that your trigger is set up correctly.

4. Configuring Slack Notifications

Now that the trigger is successfully set, it’s time to configure Slack notifications using Pabbly Connect. Add an action step by selecting Slack as your action application. Choose the event as ‘Send Channel Message’ to notify your sales team whenever a new lead is captured.

Next, connect your Slack account to Pabbly Connect. You will need to enter the token type, which can be found in your Slack settings. Ensure that you grant the necessary permissions for Pabbly Connect to send messages to your Slack channel.

Select the Slack channel where notifications should be sent. Customize the notification message to include lead details such as name, company, email, and phone number. Click ‘Save and Send Test Request’ to finalize the setup.

After saving, you should receive a test notification in your selected Slack channel, confirming that the integration is working as intended.

5. Finalizing the Integration Process

With the Slack notifications configured, your integration process using Pabbly Connect is almost complete. Review all the settings and ensure that the trigger and action steps are correctly configured. You can also customize the message format further if needed.

Once everything is set up, don’t forget to test the entire workflow by generating a new lead through your LinkedIn ads. Check your Slack channel to verify that the notification is received with all the correct details.

This automation not only helps in streamlining your sales process but also ensures that no lead is missed, allowing your team to follow up promptly.

Conclusion

In conclusion, using Pabbly Connect to notify your sales team on Slack for new LinkedIn leads is an effective way to automate communication. By following the steps outlined in this tutorial, you can streamline your lead management process and enhance team collaboration.

Implementing this integration ensures that your sales team is always updated with the latest leads, allowing for faster follow-ups and improved sales performance.