Instant Sales Alerts Using 2-Step Automation

Learn how to set up instant sales alerts using Pabbly Connect to automate notifications from LinkedIn to Slack. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Instant Sales Alerts

In this section, we will explore how to use Pabbly Connect to automate sales alerts. The goal is to notify your sales team whenever a new form submission is received through LinkedIn lead ads. This automation saves time and ensures that your team is promptly informed about leads.

To get started, head over to Pabbly Connect by visiting Pabbly.com/connect. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in. Once logged in, navigate to the ‘Pabbly Connect’ application to access the dashboard where you can create your automation workflows.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. Select the option to create from scratch, and name your workflow ‘Instant Sales Alerts Using Two-Step Automation.’ This naming helps in identifying the workflow later.

• Click on the ‘Create’ button to finalize your new workflow.
• Ensure to select the new beta workflow builder for enhanced features.

After creating the workflow, the next step involves setting up the trigger. In Pabbly Connect, triggers are essential as they define when the automation starts. For this integration, select ‘LinkedIn’ as the trigger application, and choose the event ‘Lead Notification’ to proceed.

3. Connecting LinkedIn to Pabbly Connect

In this step, you will connect your LinkedIn account to Pabbly Connect. Click on the ‘Connect’ button, and select ‘Add New Connection.’ Then, click on ‘Connect with LinkedIn’ to initiate the connection process.

After signing in to LinkedIn, select your sponsored account, and choose the response format as ‘Simple’ for ease of use. Click on the ‘Save and Send Test Request’ button to test the connection. This action will prompt Pabbly Connect to wait for a webhook response from LinkedIn.

• Ensure you have an active LinkedIn lead ad campaign running.
• Fill out the form with test details to generate a response.

After submitting the form, check Pabbly Connect to see if the response has been captured. This confirms that your LinkedIn integration is correctly set up.

4. Setting Up Slack Integration with Pabbly Connect

Now, it’s time to set up Slack as the action application in Pabbly Connect. Click on the plus icon to add another application and search for ‘Slack.’ Select ‘Send Channel Message’ as the event to notify your sales team.

Click on the ‘Connect’ button and choose to add a new connection. Enter the token type as ‘Bot’ and click on the ‘Save’ button. Grant the necessary permissions for Pabbly Connect to access your Slack account.

Select the channel where you want to send notifications. Map the fields from LinkedIn responses to your Slack message.

In the message field, you can format your notification to include details such as email, name, phone, and company. This setup ensures that your sales team receives all relevant lead information instantly.

5. Finalizing Your Pabbly Connect Workflow

To finalize your workflow in Pabbly Connect, ensure that all fields are correctly mapped and that you have tested the integration. Click on the ‘Save and Send Test Request’ button to send a test notification to your Slack channel.

Check your Slack channel to confirm that the message has been sent successfully. If everything works as expected, make sure to enable the toggle for your workflow to ensure it runs automatically in the future.

Remember, once you enable the toggle, Pabbly Connect will handle all notifications without any manual effort. This automation not only saves time but also ensures your sales team is always updated on new leads.

Conclusion

In conclusion, using Pabbly Connect for instant sales alerts automates the process of notifying your sales team. By integrating LinkedIn and Slack, you can ensure timely updates without manual intervention. This setup enhances productivity and allows your team to focus on closing deals.