Integrate Lead Alerts to Google Chat Using Pabbly Connect

Learn how to send lead alerts to your team on Google Chat using Pabbly Connect. This tutorial covers the step-by-step integration process with specific applications.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To send lead alerts to your team on Google Chat, you’ll first need to access Pabbly Connect. This platform allows seamless integration between various applications like Google, Facebook, and YouTube. Start by visiting the official Pabbly website and navigating to the Pabbly Connect section.

Once there, click on the ‘Sign Up for Free’ option to create your account. If you already have an account, simply click on ‘Sign In’ to access your dashboard. After logging in, locate the ‘Pabbly Connect’ app in the All Apps section and click on ‘Access Now’ to proceed.

2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a workflow for the integration. Click on the plus sign to create a new workflow and name it something relevant, like ‘Paper Form to Google Chat Integration.’ This name helps identify the workflow easily.

In the workflow setup, you will see a trigger window and an action window. Pabbly Connect operates on a trigger-action model, meaning that when a specific event occurs (the trigger), a corresponding action will take place. For this integration, select ‘Paper Form’ as the application for the trigger event and choose ‘New Form Submission’ as the trigger event.

3. Set Up Paper Form for Lead Alerts

To ensure that Pabbly Connect can capture lead submissions, you’ll need to set up your Paper Form account. Edit the specific form you want to use for lead collection and navigate to the ‘After Submission’ settings. Here, find the ‘Webhooks’ option.

• Copy the webhook URL provided by Pabbly Connect.
• Paste this webhook URL in the Paper Form’s Webhooks section.
• Save the changes to activate the webhook.

After saving, return to Pabbly Connect, where it will wait for a response from the webhook. To test this, fill out the form as a customer would, providing details such as name, email, and mobile number.

4. Integrate Google Chat with Pabbly Connect

Once the form is submitted, Pabbly Connect will capture the response. Now, it’s time to set up the action step for Google Chat. In the action window, select ‘Google Chat’ as the application and choose the action event as ‘Create Message.’ This action will allow you to send a message to your team when a new lead is received.

Next, you will need to connect your Google Chat account. Navigate to your Google Chat account and find the specific room where you want to receive notifications. Click on the room settings, and under ‘Manage Webhooks,’ create a new webhook for this integration. Copy the generated webhook URL and paste it back into Pabbly Connect.

5. Finalize the Integration and Test

Now that both applications are connected via Pabbly Connect, it’s time to finalize the integration. In the message field, craft a message that includes the lead details, such as name, email, and mobile number. Use the mapping feature in Pabbly Connect to insert these details dynamically into your message.

• Click on ‘Save and Send Test Request’ to see if the message is sent successfully.
• Check your Google Chat room for the new lead message.

If everything is set up correctly, you should see a message in your Google Chat with the lead details. This confirms that your integration is working seamlessly. Save the workflow in Pabbly Connect to ensure all future submissions will trigger the alert automatically.

Conclusion

In this tutorial, we explored how to send lead alerts to your team on Google Chat using Pabbly Connect. By following these steps, you can automate notifications for new leads efficiently. This integration enhances communication and ensures your team stays updated with lead submissions.