Integrating Leadsquared with Slack Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate notifications in Slack when a new lead is added in Leadsquared using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Leadsquared and Slack Integration

To start integrating Leadsquared with Slack, first access Pabbly Connect by visiting the Pabbly website. This platform allows you to automate workflows seamlessly. If you don’t have an account, sign up for free, or log in if you already have one.

Once you are logged into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Leadsquared to Slack’, and click on ‘Create’ to proceed. This sets up the framework for your automation process.

2. Trigger Setup: Capturing New Leads from Leadsquared

The next step involves setting up the trigger in Pabbly Connect. In the trigger window, search for ‘Leadsquared’ and select it as your application. For the trigger event, choose ‘New Lead’. This means that every time a new lead is added in Leadsquared, it will trigger an action in Slack.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to connect Leadsquared with Pabbly Connect. Navigate to your Leadsquared account, and access the settings to add this webhook URL. Follow these steps:

• Go to the Leadsquared dashboard and hover over the profile icon, then click on ‘Settings’.
• Select ‘API and Webhooks’ from the left menu.
• Click on ‘Create Webhook’ and paste the URL you copied from Pabbly Connect.

Finally, save the webhook settings in Leadsquared. This completes the trigger setup, and Pabbly Connect will now listen for new leads added in Leadsquared.

3. Action Setup: Sending Notifications to Slack

With the trigger set up, it’s time to configure the action in Pabbly Connect. Scroll down to the action window and select ‘Slack’ as the application. For the action event, choose ‘Send Channel Message’. This action will notify your team members on Slack whenever a new lead is added.

Click on ‘Connect’ and choose to add a new connection to Slack. You will be prompted to authorize Pabbly Connect to access your Slack account. Select the channel where you want to send the notifications, such as ‘New Leads in Leadsquared CRM’.

In the message field, draft your notification. For example, you can write: ‘Hello team, we have received a new lead: Name: [Lead Name], Email: [Lead Email], Phone: [Lead Phone], Source: [Lead Source].’ Here, you will map the fields from the trigger response to include the lead’s details in your message.

4. Testing the Integration

After setting up the action, it’s crucial to test your integration. To do this, go back to your Leadsquared account and add a test lead. Fill in the details like name, email, and phone number, and save the lead.

Return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This will fetch the details of the newly added lead. Once you confirm that the details are captured correctly, proceed to send a test message to your Slack channel.

Check your Slack channel to ensure that the message appears as expected. If everything is set up correctly, you should see the notification with the lead details. This verifies that the integration between Leadsquared and Slack via Pabbly Connect is working flawlessly.

5. Conclusion: Automating Your Workflow with Pabbly Connect

In conclusion, using Pabbly Connect to automate the process of sending notifications from Leadsquared to Slack can save you time and enhance team communication. By following the steps outlined in this tutorial, you can easily set up this integration.

This automation ensures that your team is immediately informed about new leads, allowing for timely follow-ups. Embrace the power of automation with Pabbly Connect and streamline your business operations today!