Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Pabbly and Slack, first access Pabbly Connect through the Pabbly website. This platform is essential for automating the connection between these two applications.

Once on the Pabbly website, sign in to your account. If you’re new, click on “Sign Up Free” to create an account. After signing in, navigate to the Pabbly Connect dashboard by selecting “Pabbly Connect Access” from the applications available.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the “Create Workflow” button, and choose “Create from Scratch”. Name your workflow something descriptive, like “Get Instant Slack Notification When Someone Submits Your Website Form”.

  • Select a folder for your workflow.
  • Choose “Forms Automation” as the task type.
  • Click the “Create” button to finalize.

Once the workflow is created, you will see fields for both Trigger and Action. The Trigger is the event that starts your automation, while Actions are the steps that follow. Here, you will set up the Trigger to capture form submissions.

3. Setting Up the Trigger with Pabbly

For the Trigger, choose the “Webhook” option from Pabbly Connect. This will allow you to catch the form submissions from your website. Select the Trigger Event as “Catch Webhook” and click on the “Connect” button.

Pabbly Connect will provide you with a Webhook URL. This URL needs to be added to your website’s form code. Open your website’s form code in a text editor and replace the existing dummy Webhook URL with the one provided by Pabbly Connect.

  • Make sure to save the changes in your form code.
  • Refresh the Pabbly Connect dashboard to ensure the new settings are recognized.

After making these changes, submit a test form to verify that Pabbly Connect captures the details correctly. You should see the submission data reflected in your Pabbly Connect dashboard.

4. Configuring Action in Slack via Pabbly Connect

Now it’s time to set up the Action step in your workflow. Click on “Add New Action Step” and search for “Slack” in the Action Application. Choose the action event as “Send Channel Message” and click “Connect”.

If you already have a connection, select it; otherwise, click on “Add New Connection”. Follow the prompts to connect your Slack account, providing necessary permissions when prompted. Once connected, you will need to specify the channel where notifications should be sent.

  • Select the channel you created for form submissions.
  • Map the fields from the form submission to the message format in Slack.

This mapping ensures that every time a new form is submitted, the details are automatically populated in the Slack message, keeping your team updated without manual checks.

5. Testing and Verifying the Integration

After configuring the Action step, it’s crucial to test your setup. Click on “Save and Send Test Request” to send a test message to your Slack channel. You should see a confirmation in your Slack channel indicating that a new form submission has been received.

Check the message details to ensure all information is correctly displayed. If everything looks good, your integration between Pabbly Connect and Slack is now complete. You can now automate notifications for all future form submissions.

  • Monitor the integration for any issues.
  • Make adjustments as necessary for optimal performance.

This setup allows your team to receive instant notifications, enhancing efficiency and response time for any inquiries or submissions made through your website.

Conclusion

In this tutorial, we explored how to integrate Pabbly and Slack using Pabbly Connect. By following these steps, you can automate notifications for form submissions, ensuring your team is always informed.