Watch Step By Step Video Tutorial Below





1. Introduction to Pabbly Connect for Automation

Pabbly Connect is the central platform that allows you to automate your sales response system. By integrating Typeform, Pabbly Chatflow, and Slack, you can respond to leads instantly. This automation ensures that your sales team is notified immediately, increasing your chances of converting leads.

To get started, visit the Pabbly Connect dashboard. If you’re a new user, sign up at the Pabbly Connect website. Once registered, you’ll receive 100 free tasks every month to explore the software. This is a great opportunity to test the automation capabilities of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you’re logged into Pabbly Connect, click on the “Create Workflow” button. You will have two options: “Create from Scratch” or “Create Using AI.” For this tutorial, select “Create Using AI” for a faster setup.

In the AI Studio, enter the prompt for your workflow. For example, type “Create an integration between Typeform, Pabbly Chatflow, and Slack.” The AI will analyze your request and guide you through selecting the appropriate triggers and actions:

  • Select the Typeform trigger as “New Entry”.
  • Choose the Pabbly Chatflow action as “Send Text Message”.
  • Select Slack action as “Send Channel Message”.

After confirming these selections, click on the “Approve and Create” button. Your workflow will be created successfully, and you can view your automated integration using Pabbly Connect.

3. Integrating Typeform with Pabbly Connect

To connect Typeform with Pabbly Connect, click on the “Connect” button within your workflow. Then, select “Add New Connection” and click on “Connect with Typeform.” You will need to authorize Pabbly Connect to access your Typeform account.

Next, select the specific form you want to connect, such as the “Lead Generation Form.” After selecting the form, click on the “Save and Send Test Request” button. This action will wait for a webhook response from Typeform:

  • Fill out the form with example data.
  • Submit the form to generate a response.

Once the form is submitted, you will see the new response in your Pabbly Connect dashboard, confirming the integration is successful.

4. Using Pabbly Chatflow to Send WhatsApp Messages

The next step is to integrate Pabbly Chatflow with Pabbly Connect. Click on the “Connect” button and select “Add New Connection.” You will need to paste your API token from the Pabbly Chatflow dashboard to establish this connection.

To find your API token, navigate to the settings in your Pabbly Chatflow account. Once you have the token, paste it into the appropriate field in Pabbly Connect. After connecting, you can map the WhatsApp mobile number and the message content you wish to send:

  • Map the contact number from the Typeform response.
  • Compose your WhatsApp message, including dynamic fields like the user’s name.

After configuring the message, click on the “Save and Send Test Request” button. You should receive a confirmation that the message was sent successfully to the user via WhatsApp.

5. Notifying Sales Team on Slack

Finally, integrate Slack with Pabbly Connect to notify your sales team about new leads. Click on the “Connect” button and select “Add New Connection.” You will need to enter the token type as “Bot” to establish the connection.

After granting permission, select the channel where you want to send notifications, such as “New Leads.” You can customize the message content to include relevant lead details:

  • Map the user’s full name, budget, email address, and contact number.
  • Click on the “Save and Send Test Request” button to verify the integration.

Once the integration is confirmed, your sales team will receive instant notifications via Slack, ensuring they never miss a lead.

Conclusion

By using Pabbly Connect, you can automate your sales response system seamlessly, integrating Typeform, Pabbly Chatflow, and Slack. This setup allows for instant communication with leads and efficient notifications to your sales team, significantly enhancing your conversion rates.