How to Notify Slack Channel When Housing.com Buyer Leads Arrive Using Pabbly Connect

Learn how to automatically notify your Slack channel when new buyer leads arrive from Housing.com using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating notifications for your Slack channel when new buyer leads arrive from Housing.com, you need to access Pabbly Connect. Simply open your web browser and navigate to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’.

Once on the Pabbly Connect page, you have the option to sign in if you’re an existing user or sign up for free if you’re new. Signing up provides you with 100 free tasks every month to explore the application. After logging in, you will be directed to your dashboard, where you will begin creating the workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, you will need to create a new workflow. Click on the button labeled ‘Create Workflow’. You will be prompted to choose between the new workflow builder or the classic one. It’s recommended to select the new workflow builder for a more modern interface.

Next, name your workflow as ‘Notify Slack Channel When Housing.com Buyer Leads Arrive’. This name helps in identifying the workflow easily. You can also choose a folder to save your workflow, such as ‘Automations’. After setting the name and folder, click on ‘Create’ to proceed.

• Click on ‘Create Workflow’
• Select the new workflow builder
• Name your workflow
• Choose a folder for your workflow

Now, your workflow window will open, which is crucial for setting up the trigger and action for your automation. This is where the real work begins in integrating Housing.com with Slack using Pabbly Connect.

3. Setting Up the Trigger with Housing.com

The next step involves setting up the trigger for your workflow. Since you want to notify your Slack channel when a new lead arrives, you will select Housing.com as your trigger application. Search for Housing.com in the trigger application field and select it.

For the trigger event, choose ‘New Leads’. After selecting this, Pabbly Connect will generate a webhook URL. This URL needs to be configured in your Housing.com account to capture the lead details automatically. As Housing.com does not allow users to add webhook URLs directly, you will need to contact your account manager to add this URL for you.

• Select Housing.com as the trigger application
• Choose ‘New Leads’ as the trigger event
• Copy the generated webhook URL
• Contact your account manager to add the webhook URL

Once the webhook URL is set up in your Housing.com account, return to Pabbly Connect and click on ‘Capture Webhook Response’ to test if the setup is successful. You should see the lead details captured, confirming that the trigger is working properly.

4. Setting Up the Action in Slack

With the trigger successfully set, the next step is to configure the action that will notify your Slack channel. Click on ‘Add New Action Step’ and search for Slack. Select Slack as your action application.

For the action event, choose ‘Send Channel Message’. This will allow you to send a message to your designated Slack channel whenever a new lead is captured. You will need to connect your Slack account to Pabbly Connect by providing the token type, either user or bot token. Make sure to follow the instructions provided in the documentation for obtaining the correct token.

Select Slack as the action application Choose ‘Send Channel Message’ as the action event Connect your Slack account to Pabbly Connect

Once connected, you will be prompted to select the channel where you want to send the message. Choose your preferred channel, such as ‘Lead Alerts’, and customize the message to include the lead’s name, phone number, email, and location of interest by mapping these fields from the previous step. This mapping ensures that your messages are dynamic and update with each new lead.

5. Testing Your Integration

After setting up the action, it’s time to test your integration. Click on ‘Save and Send Test Request’ to send a test message to your selected Slack channel. If everything is configured correctly, you will receive a confirmation that the message was sent successfully.

Check your Slack channel to verify that the message appears as expected. This confirms that your workflow is functioning correctly, and your team will be notified automatically whenever a new lead arrives from Housing.com. With Pabbly Connect, this entire process is automated, saving you time and ensuring timely notifications for your team.

Now, you can sit back and relax, knowing that your team will always be informed of new leads without manual intervention. This automation enhances your team’s efficiency and helps in quick follow-ups with potential buyers.

Conclusion

In conclusion, using Pabbly Connect to notify your Slack channel when new buyer leads arrive from Housing.com is a straightforward process. By following the steps outlined in this tutorial, you can set up an efficient automation that keeps your team informed and ready to act on new leads promptly.

Try implementing this integration today to streamline your lead management process and enhance your team’s responsiveness. With Pabbly Connect, you can effortlessly connect various applications and automate your workflows effectively.