Get Instant New Sales Alerts on Google Chat for Your SaaS Product

Learn how to set up instant new sales alerts on Google Chat for your SaaS product using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To get instant new sales alerts on Google Chat for your SaaS product, start by accessing Pabbly Connect. Open your web browser and go to the Pabbly Connect homepage by visiting pav.com/connect. Here, you will find options to either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks each month. Existing users can simply sign in. Once logged in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard.

2. Creating a New Workflow in Pabbly Connect

To create a new automation workflow using Pabbly Connect, you need to select the beta version of the workflow builder. Click on the “Select” button under the beta option. A dialog box will appear asking you to name your workflow. Enter a name such as ‘Get Instant New Sales Alert on Google Chat’ and choose a folder for your workflow.

• Name your workflow appropriately for easy identification.
• Select a folder where the workflow will be saved.
• Click on the ‘Create’ button to finalize the setup.

Once the workflow is created, you will need to set up a trigger. In this case, select Razor Pay as your trigger application and choose the event ‘Payment Captured’. Click on connect to generate a webhook URL that will link Razor Pay with Pabbly Connect.

3. Configuring Razor Pay Webhook for Automation

To complete the integration, navigate to your Razor Pay account and access the developer section. From there, click on ‘Webhooks’ to add a new webhook URL. Paste the URL provided by Pabbly Connect into the designated field. You can leave the secret field blank and select the event ‘Payment Captured’ to activate the webhook.

After saving the webhook, return to your Pabbly Connect workflow. It will indicate that it is waiting for a webhook response. To test this, proceed to make a test payment on your Razor Pay payment page with dummy details.

4. Sending Alerts to Google Chat After Payment

Once the test payment is successful, Pabbly Connect will capture the payment details. Now, you need to set up an action step to send an alert to Google Chat. Select Google Chat as your action application and choose the event ‘Create Message’. Click on connect and enter the Google Chat webhook URL.

• Access your Google Chat space and navigate to ‘Apps and Integrations’.
• Create a new webhook and name it appropriately.
• Copy the webhook URL and paste it into Pabbly Connect.

Finally, customize the message format to include customer details such as name, plan name, and order ID. Use the mapping feature to dynamically insert these details into your alert message. Click on ‘Save and Send Test Request’ to finalize the setup.

5. Conclusion: Automate Your Sales Alerts with Pabbly Connect

In summary, using Pabbly Connect to automate sales alerts on Google Chat is an efficient way to keep your team informed about new sales. By following the steps outlined in this tutorial, you can easily integrate Razor Pay with Google Chat and ensure that your sales team receives timely notifications.

This automation not only saves time but also enhances communication within your team, allowing for a more responsive sales process. Start using Pabbly Connect today to streamline your SaaS product operations and improve your sales alert system!