Never Miss a Lead Again: Send Instant Alerts to Sales Teams

Learn how to send instant lead alerts to your sales team using Pabbly Connect. Follow this step-by-step tutorial for seamless integration with Slack. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To start sending instant alerts to your sales team, first access Pabbly Connect. Open a new tab and go to Pabbly.com/connect. This platform allows you to automate and integrate various applications without coding.

On the Pabbly Connect homepage, you will see options to sign in or sign up for free. If you are new, click on the ‘Sign Up Free’ option to receive 100 free tasks every month. Existing users should click on ‘Sign In’. After signing in, navigate to Pabbly Connect by clicking on the ‘Access Now’ button.

2. Create a New Workflow in Pabbly Connect

Once in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between creating from scratch or using AI. For this tutorial, select ‘Create from Scratch’.

Next, you will have to choose the workflow builder. Select the ‘New Beta’ version for a modern experience. Enter the workflow name as ‘Never Miss a Lead Again: Send Instant Alerts to Sales Teams’ and select the folder where you want to save this workflow. Click on the ‘Create’ button to proceed.

3. Set Up the Trigger for WhatsApp Leads

In this step, you will set the trigger for your workflow. Select Pabbly Chatflow as the trigger application. This application will help you capture leads from your WhatsApp chatbot. Choose the event ‘New Message Received’ to trigger the workflow when a new lead interacts with your bot.

After selecting the trigger, click on the ‘Connect’ button. A webhook URL will be generated. Copy this URL and head over to your Pabbly Chatflow account to connect it. In your flow builder, add an API request node between your question node and text button. Paste the webhook URL in the appropriate field and configure the parameters based on the lead details you want to capture.

• Paste the webhook URL in the API request node.
• Configure parameters such as full name, industry type, and contact number.
• Test the connection to ensure data is being sent correctly.

Click on the ‘Run Test’ button to verify that the API request is successful. You should see a new response in your Pabbly Connect dashboard indicating that the lead data has been captured.

4. Set Up Action to Send Alerts via Slack

Now that your trigger is set, it’s time to configure the action. Select Slack as your action application in Pabbly Connect. Choose the event ‘Send Channel Message’ to notify your sales team instantly when a new lead is captured.

Click on the ‘Connect’ button and choose to add a new connection. Enter the token type as ‘Bot’ and click on the ‘Save’ button. After granting permission, select the channel where you want to send the message. In the message box, enter a customized message indicating that a new lead has been received via WhatsApp.

• Select the appropriate Slack channel for lead notifications.
• Map the dynamic lead data from the previous step into the message.
• Test the action to confirm alerts are sent to Slack.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. Check your Slack channel to confirm that the message was sent successfully, indicating your workflow is functioning as intended.

5. Finalize and Test Your Pabbly Connect Workflow

After setting up the action, ensure that your entire workflow is enabled. If the toggle is not enabled, your automation will not work. It’s essential to test the workflow by sending a message to your WhatsApp bot to simulate a lead interaction.

Upon sending a test message, your bot should respond, and the lead information will be captured and sent to your Slack channel. This process demonstrates the efficiency of Pabbly Connect in automating lead notifications for your sales team.

To further enhance your automation, consider customizing the messages and data fields based on your specific needs. With Pabbly Connect, you can easily adapt your workflows to fit various scenarios.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to send instant alerts to your sales team whenever a new lead is captured via WhatsApp. This integration not only streamlines your lead management process but also ensures timely follow-ups, helping you maximize your sales potential.