Automate Slack Messages with Pabbly Connect: Integrating LeadSquared for New Products

Learn how to automate Slack messages using Pabbly Connect when a new product is added in LeadSquared. Follow our step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate Slack messages whenever a new product is added in LeadSquared, start by accessing Pabbly Connect. Visit Pabbly’s website and sign in to your account. If you don’t have an account, you can easily sign up for free.

Once logged in, navigate to the top right corner where you will see a button labeled ‘Create Workflow’. Click on it to begin setting up your integration. This is where you will define how Pabbly Connect facilitates the connection between LeadSquared and Slack.

2. Setting Up Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Name your workflow something descriptive, such as ‘LeadSquared to Slack’. You will see two sections: Trigger and Action. Choose ‘LeadSquared’ as the trigger application.

• Select ‘New Product’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• This URL will be used to connect LeadSquared with Pabbly Connect.

After copying the webhook URL, head over to your LeadSquared account. In the settings, navigate to API and Webhooks, and then click on the Webhooks option. Here, you will create a new webhook by selecting the event type as ‘Product Create’ and pasting the copied URL.

3. Testing the Webhook Integration

After saving the webhook in LeadSquared, return to Pabbly Connect and click on ‘Re-capture Webhook Response’. This will prepare Pabbly Connect to receive data from LeadSquared. Now, add a dummy product in LeadSquared to test the integration.

To do this, go to the Leads section, scroll down to manage products, and click on ‘Create Product’. Fill in the necessary product details such as Product ID, Name, and Description. Once done, save the product. This action should trigger the webhook and send the product details back to Pabbly Connect.

Check Pabbly Connect to see if it has received the response with the product details. If successful, you will see the product information displayed, confirming that the integration is working correctly.

4. Setting Up Action to Send Messages in Slack

Now, it’s time to set up the action that sends a message in Slack using Pabbly Connect. For the action application, select ‘Slack’ and choose ‘Send Channel Message’ as the action event. Connect your Slack account by adding a new connection.

• Specify the token type as ‘User’.
• Select the channel where you want to send the message, such as ‘General’.
• Compose your message using mapped fields from the product data.

For example, you can write: ‘Hi, we have added a new product: {Product Name}. Description: {Product Description}’. This message will keep your Slack team updated about new product additions in LeadSquared.

5. Finalizing the Integration and Testing

After composing your message in Pabbly Connect, save the settings and send a test request. You should receive a response indicating that the message was sent successfully. Now, check your Slack channel to verify that the message appears as intended.

If everything is set up correctly, you will see a message in your selected Slack channel detailing the new product added in LeadSquared. This confirms that your integration is functioning perfectly, automating the process of sending Slack messages whenever a new product is created.

With Pabbly Connect, you have successfully automated the communication between LeadSquared and Slack, streamlining your workflow and keeping your team informed without manual effort.

Conclusion

In conclusion, integrating LeadSquared with Slack using Pabbly Connect allows for seamless communication whenever a new product is added. This automation not only saves time but also enhances team collaboration. Follow these steps to set up your integration and enjoy the benefits of automated messaging.