Looking for a way to inform your marketing team about your new leads? With Pabbly Connect, you can! This tutorial will show how we can use the Pabbly Connect add-on to generate a Slack notification when we get a new form response.
Install and Activate Pie Forms
Before getting started, the first thing to make sure of is to install and activate the Pie Forms plugin on your WordPress website. Pie Forms is a drag-and-drop form builder plugin that lets you build various forms with no coding requirements. Here is our complete guide to help you get started with the plugin.
Connect Pabbly With Pie Forms
Next, install and activate the Pabbly Connect addon on your website. Once the addon is activated, sign in to your Pabbly account to connect it with Pie Forms. From the dashboard, click Access Now.
Next, create a workflow and name it.
Choose Pie Forms from the app dropdown, and add New Form Submission as the Trigger Event.
After selecting the trigger event, you will see a Webhook URL to use in your form settings. Copy the URL and go to Pie Forms. Select a form and go to the Form Settings>>Pabbly Settings.
Next, mark the checkbox to enable Pabbly. Paste the URL in the first field and select the Request Method as POST and Request Format as JSON.
Save the settings.
Embed Form On Your Website For A Test
To test your form, embed your edited form on your website. Fill in the form, and you will see the entries on your Pabbly dashboard.
When your trigger is set, add a third-party application for action. For our tutorial, we will use slack as a connecting application.
Use Case: The marketing team in your company doesn’t always know who is on the site, how they got there, or whether they convert into a Lead. Without these details, it is difficult to get the task done. With the Pabbly addon by Pie Forms, you can push a Slack notification to the marketing-leads channel when a new lead is created with all related data sources. It will continuously help them optimize their strategies.
Set An Action Event
Next, connect your slack account and add the channel and message details you want to send to slack.
Save and send the test request. Your marketing channel will instantly get notified about the new lead with the relevant details.
This is how easy it is! Save your time and automate your workflows.
