Integrate Teamleader CRM with Discord Using Pabbly Connect

Learn how to automate notifications for new Teamleader contacts on Discord with Pabbly Connect. Step-by-step guide to set up the integration seamlessly. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Teamleader CRM with Discord, you will need to access Pabbly Connect. Begin by opening your web browser and typing Pabbly.com to reach the Pabbly homepage.

Once on the homepage, navigate to the ‘Products’ section and select Pabbly Connect. If you are a new user, click on ‘Sign Up for Free’ to create your account in just two minutes. Existing users can simply log in by clicking on ‘Sign In’.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Click on the plus sign (+) to create a new workflow. Name your workflow something descriptive, like ‘Notify Team about New Teamleader Contacts on Discord’.

In Pabbly Connect, workflows are built on a trigger-action model. For this integration, the trigger will be when a new contact is added to Teamleader CRM. Select Teamleader as your application in the trigger window and choose the event ‘New Contact’. Click on ‘Connect’ and then select ‘Add New Connection’ to authenticate your Teamleader account.

• Navigate to the Trigger window.
• Select Teamleader and the event ‘New Contact’.
• Authenticate your Teamleader account.

Once authenticated, click on ‘Save and Send Test Request’. This will prepare your workflow to capture new contact data from Teamleader.

3. Testing the Trigger with a New Contact

To test the trigger in Pabbly Connect, you need to create a new contact in your Teamleader account. Go to the ‘Contacts’ section in Teamleader and click on the ‘Add’ button.

Fill in the contact details such as first name, last name, and email. For example, you might enter ‘Adam Smith’ with the email ‘[email protected]’. After entering the details, click on ‘Save’. This action will send the new contact information back to Pabbly Connect.

• Navigate to Teamleader and add a new contact.
• Enter the first name, last name, and email address.
• Click ‘Save’ to create the contact.

Return to Pabbly Connect to see if the response has been captured. You should see the contact details in the response section, confirming that the trigger is functioning correctly.

4. Setting Up Discord Notification for New Contacts

After confirming that the trigger works, the next step in Pabbly Connect is to set up the action that sends a notification to your Discord channel. Click on the plus sign to add an action step and choose Discord as the application.

Select the action event ‘Send Channel Message’. You will need to connect your Discord account, so ensure you are logged in. You will then be prompted to enter the Webhook URL, which you can obtain from your Discord server settings.

Select Discord and the action event ‘Send Channel Message’. Connect to your Discord account. Enter the Webhook URL from Discord server settings.

Once the Webhook URL is in place, customize the message you want to send to your team. For example, you can include the message: ‘Hello Team, a new contact added to Teamleader. Details: Name: Adam Smith, Email: [email protected]’. Finally, click on ‘Save and Send Test Request’ to send a test message to your Discord channel.

5. Verifying the Integration Works in Real-Time

To ensure the integration is functioning properly, create another new contact in Teamleader CRM. For instance, you could add a contact named ‘Shikha Arya’ with her email and phone number. After saving the new contact, check your Discord channel.

If everything is set up correctly, you should see a notification in the Discord channel confirming that a new contact has been added. The message will display the contact’s details as specified in your previous configuration in Pabbly Connect.

Create a new contact in Teamleader. Check your Discord channel for the notification. Verify that the details match what was entered.

This confirms that your integration between Teamleader CRM and Discord using Pabbly Connect is successful. You now have a seamless notification system for new contacts added to your Teamleader account.

Conclusion

In this tutorial, we successfully integrated Teamleader CRM with Discord using Pabbly Connect. By following the steps outlined, you can automate notifications for new contacts, ensuring your team stays informed. This integration enhances communication and efficiency within your team.