Integrate Typeform and Slack with Pabbly Connect: A Step-by-Step Guide

Learn how to notify your sales team in Slack when a priority Typeform lead is submitted using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Simply visit the Pabbly website by typing pabbyt.com in your browser. Once there, sign in to your account or create a new one if you are a first-time user. This platform allows you to automate workflows without any coding skills.

After logging in, navigate to the Pabbly Connect dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to start building your automation. Select the new beta workflow builder for a more flexible experience and name your workflow appropriately, such as ‘Notify Team in Slack When a Priority Typeform Lead is Submitted’.

2. Setting Up Typeform as the Trigger Application

In this step, you will set Typeform as the trigger application within Pabbly Connect. A trigger is an event that starts your automation workflow. Click on the trigger application field and select Typeform. For the trigger event, choose ‘New Entry’ to capture new form submissions.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking on ‘Connect’ and authorizing access.

This connection allows Pabbly Connect to receive data from your Typeform submissions. After connecting, select the specific Typeform you want to monitor, such as your contact form, and proceed to test the connection by sending a test request.

3. Capturing Lead Data from Typeform

Once the Typeform connection is established, it’s time to capture the lead data. After performing a test submission on your Typeform, Pabbly Connect will display the response data in your workflow. This data includes essential details like the first name, last name, email, and phone number of the lead.

To ensure everything is functioning correctly, verify that the test data is accurately captured in Pabbly Connect. This step confirms that the integration is set up properly and ready to send notifications to your sales team.

• Submit a test entry in Typeform to generate lead data.
• Check the captured response in Pabbly Connect.
• Ensure all fields are populated correctly.

Once you confirm that the lead data is captured correctly, you can proceed to set up Slack as the action application to send notifications.

4. Setting Up Slack as the Action Application

In this step, you will set Slack as the action application in your Pabbly Connect workflow. Click on the ‘Add New Action Step’ and select Slack from the available options. Choose ‘Send Channel Message’ as the action event to notify your sales team.

After selecting Slack, you will need to connect your Slack account. Click on ‘Connect’ and follow the prompts to authorize Pabbly Connect to send messages to your Slack workspace. Ensure that you select the correct channel where you want to send notifications, such as ‘Typeform Leads’.

5. Finalizing and Testing the Integration

With both Typeform and Slack set up in Pabbly Connect, it’s time to finalize your workflow. Enter the message you want to send to your sales team, including dynamic fields from the lead data captured earlier. For example, your message could read: ‘Hello team, we have received a new lead from Typeform submission. Here are the details: Name – {first_name} {last_name}, Email – {email}, Phone – {phone}.’

Once your message is configured, click on ‘Save and Send Test Request’ to execute the workflow. Check your Slack channel to confirm that the notification has been sent successfully. If everything works as expected, your integration is complete!

This automation allows you to efficiently notify your sales team in real-time whenever a new priority lead is submitted via Typeform, streamlining your lead management process.

Conclusion

In conclusion, using Pabbly Connect to integrate Typeform and Slack automates the notification process for new leads. This setup ensures your sales team is promptly informed, enhancing your lead management efficiency.