Automate Website Lead Notifications for Sales Teams 📊

Learn how to automate website lead notifications for sales teams using Pabbly Connect. Follow our step-by-step tutorial for seamless integration with Slack. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate website lead notifications for sales teams, start by accessing Pabbly Connect. Open a new tab and navigate to the official Pabbly Connect page at Pabbly.com/connect. This platform is essential for integrating multiple applications without any coding.

On the right side of the page, you will see two options: ‘Sign In’ and ‘Sign Up Free.’ If you are new to Pabbly, click on ‘Sign Up Free’ to create an account and receive 100 free tasks each month. If you are an existing user, simply click on ‘Sign In’ to access your account and begin creating your automation workflows.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to your dashboard. To create a new workflow, click on the ‘+ Create Workflow’ button. You will then be prompted to select the workflow builder.

• Choose between the new beta version and the classic version.
• For this tutorial, select the new beta version for a modern experience.

Next, enter the name of your workflow as ‘Automate Website Lead Notifications for Sales Team’ and select the folder as ‘Pabbly Connect.’ Click on the ‘Create’ button to finalize your workflow setup.

3. Setting Up the Trigger in Pabbly Connect

The next step in Pabbly Connect is setting up the trigger, which is essential for your automation. Select ‘Webhook by Pabbly’ as your trigger application. This serves as a bridge between your website form and Pabbly Connect.

For the app event, choose ‘Catch Webhook’ and click on the ‘Connect’ button. Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need to paste it into your website form code.

4. Configuring the Webhook on Your Website

After obtaining the webhook URL from Pabbly Connect, navigate to your website form’s code. Here, you will paste the webhook URL into the appropriate field to ensure that it captures form submissions.

Once you have pasted the URL, save the changes to your form. Now, open the form in your browser and submit test details to check if the webhook is working. After submitting, return to Pabbly Connect to verify that a response has been received, confirming that the integration is functioning correctly.

5. Setting Up Slack as the Action Application

Now that the trigger is set up, it’s time to configure the action application. Click on the plus icon in Pabbly Connect and search for ‘Slack.’ Select it to send notifications to your sales team.

Choose the action event as ‘Send Channel Message.’ When prompted, click on the ‘Connect’ button and select ‘Add New Connection.’ You will need to provide the token type as ‘Bot’ and click on the save button. Allow the necessary permissions to complete the connection.

• Select the channel ID for where notifications will be sent.
• Compose the message you want to send, including dynamic fields from the webhook response.

Finally, test the integration by submitting a new lead through your website form. Check your Slack channel to confirm that the notification is sent successfully, displaying all relevant lead information.

Conclusion

In conclusion, using Pabbly Connect to automate website lead notifications significantly enhances your sales team’s efficiency. By following these steps, you can ensure that every lead is promptly notified through Slack, allowing for timely follow-ups and improved sales performance.