Ever want to send notifications of leads, sales, quote requests, or something similar to one of your Slack channels?
Well, did you know that after 5 minutes from when a lead comes in, the odds of making a sale drop by 80%? Notifications can help with that, especially when they come through to Slack in real-time.
If you’re a digital marketer, it’s important to see the results of your hard work and having the ability to share that with others in real-time, such as your executive team. Or maybe you’re an agency and could use the insights.
For those reasons and many others, one of the most popular MobileMonkey integrations is with Slack.
Today I’m going to show you how to send lead notifications from MobileMonkey into a Slack channel, where you and your teams can view and act on that lead data in real-time. Experience it yourself by chatting with the website chat on this page, or chatting with us in Messenger here.
All we’ll ask is your name, your favorite ice cream, and test your preferences for monkeys and unicorns.
So go ahead, keep us entertained with the shared Slack channel I created by answering the questions from our live chat widget in the bottom-right corner of this webpage.
When you do, a few of us at MobileMonkey will get a Slack notification like this: you have a new request for a quote from Vince for a monkey who likes cookie dough.
Just think of the possibilities 😉.
Okay, let’s get started with how to send Slack notifications from MobileMonkey in real-time!
The MobileMonkey + Google Sheets integration is guaranteed to save time across your marketing, sales, and customer service teams by eliminating data entry.
How to Send MobileMonkey Lead Notifications into Slack
We’ve broken the process of automatically passing your MobileMonkey lead data through to Slack into four sections.
Part I – Create Chatbot Dialogue and Slack Channel Assets
Before you connect your chatbot dialogue and Slack Channel via Zapier, you need to have those assets built and ready to connect! However, even if you already have both assets ready to go, you’ll still need to have completed a few tasks for the integration to work.
Let’s start by creating our chat dialogue!
Step 1 (MobileMonkey): Create a Dialogue with Attributes in MobileMonkey
To get started, we need to build a chatbot dialogue in MobileMonkey. For example, this could be asking prospects on your website or Facebook business page for their contact information.
Even more specifically, if your business needs to collect information to put together an accurate quote for your services, you could create a dialogue that asks each of the questions you would normally ask to construct a proposal.
For our example, we’re keeping it simple and just asking for your name, favorite ice cream flavor, and whether you prefer monkeys or unicorns 😉.
There are two items that you’ll need to match-up from MobileMonkey to Slack and Zapier.
- User Attributes
- Chat Dialogue Name
If you’ve never built a chatbot dialogue in MobileMonkey, you may want to take a look at this article, regarding the MobileMonkey chatbot builder, for some much-needed context.
To reliably pass lead data into Slack, you’ll need to use one of the many MobileMonkey chat dialogue widgets where you can capture email and other valuable user attributes. In this example, we’re using Quick Question and Form widgets to capture those attributes.
You can find more than a dozen chat dialogue widgets available to you in MobileMonkey if you click on the + Add widget button. You’ll find the most commonly used widgets (as in the above screenshot), but you can find all the chat dialogue widgets by then selecting the + More option.
In the screenshot below, I’ve used the Form widget to ask three quick, survey-type questions to capture a visitor’s name, favorite ice cream flavor, and their preference of monkey or unicorn.
Common Attributes such as Email and Phone Number already exist in MobileMonkey. To create a unique Attribute that you’d like to save as lead data (e.g. favorite ice cream flavor), all you need to do is click on + Add new attribute and give your unique Attribute a name (e.g. ICE_CREAM).
Keep in mind that you can use this same dialogue for live chat on any website page, Messenger for Facebook and Instagram, as well as SMS text messages.
Best of all, you can pass the lead data from every channel through to Slack.
Step 2 (MobileMonkey): Add the Zap/Connection widget to your chat dialogue
In order to connect your chat dialogue to Slack, you’ll need to add the Zap/Connection widget to your chat dialogue in MoibleMonkey.
So, once you’ve created a greeting message and collected the user data you desire from the user, click on the + Add widget button again, select + More, and then choose the Zap/Connection widget.
We’ll come back to this chat widget to find the Zapier integration we build in Part II of this ‘how-to’ guide.
But for now, we’ll keep the Zapier Trigger Name/Connection name blank, because we have not yet created the Zapier integration and turned that Zap on.
Step 3: Choose MobileMonkey + Slack Integration
You have options for Step 3. However, if this is the first time you’re creating a Zapier integration with MobileMonkey, you’ll need to know where your API Key is located. If that’s the case, just remember that you can find your MobileMonkey API Key for Zapier under the Integrations tab in MobileMonkey.
Here are your options:
- You can get started with the MobileMonkey + Slack integration by going straight through the MobileMonkey Integrations page (as seen below).
- Or, you can build the integration from scratch in your Zapier account.
Either work, however, some prefer to start the process straight from Zapier.
From the Integrations tab, go to the Zapier integrations available for MobileMonkey.
To get started with your Zapier integration straight from within MobileMonkey, find the “Send Slack channel messages for new contacts in MobileMonkey” Zap.
Then click on the Use this Zap button.
To get started with the Slack + MobileMonkey integration from Zapier, sign-in to your Zapier account and choose MobileMonkey as your Trigger, and Slack as your Action.
Step 4 (Slack): Create a Slack Channel for your Lead Data to be sent to
This may go unsaid, but you’ll need to have a Slack account and the ability to create a Slack channel for this to work.
To create a Slack channel, hover your mouse over the Channels dropdown on the left-hand menu within Slack. Then click on the + sign. After clicking on the plus sign, select Create a channel.
After you click on the Create a channel option, you’ll see the following pop-up.
Give your Slack Channel a name (e.g. slack-zap-demo) and add an optional description of your channel. Then click on the Create button.
And just like that, we’re done with Part I. Congrats! 🎉
Next, we’re going to create your Zapier integration between Slack and MobileMonkey.
Part II – Setup Your Zapier Trigger and Action
Now it’s time to switch over to Zapier so you can set up your workflow between MobileMonkey and Slack.
Here, we’re going to connect MobileMonkey and Slack, starting with the Zap Trigger, which involves the MobileMonkey chat dialogue and Attributes.
Step 5 (Zapier Trigger): Give your Zap a name and Select MobileMonkey as your Trigger
Give your Zap a name.
Helpful tip: If you name your MobileMonkey dialogue, your Slack channel, and your Zap similarly, it will make this process even easier.
For example, I’ve used “Slack Channel + MobileMonkey DEMO” in all three places.
Once your Zap has a title, it’s time to add MobileMonkey as your Zap’s Trigger.
When you click on the first dropdown step of your Zap, you’ll be prompted to choose your app & event Trigger. If you did this through MobileMonkey, you should already have the App Event populated.
Choose MobileMonkey (if not pre-populated) as your app & event for the Zap Trigger.
Then, click on the Trigger event dropdown and select Connection Widget Reached. Then hit the Continue button.
You might be wondering, “What’s the difference between these Trigger options?”
The available MobileMonkey triggers work as follows:
- New Contact: If someone is a new contact then it can trigger an action. this would most likely be used to create a new customer record. However, this isn’t what we’re doing in this case.
- New or Updated Contact: You could make this one work because it could be updated based on an attribute that is saved to the MobileMonkey contact when the user interacts with this particular bot.
- Connection Widget Reached: This is my preferred Trigger option for all Zaps. With the Connection Widget Reached option, you have the most control. It works for existing and new contacts, and you just put it where you want it in the chat dialogue flow. In our example, we placed it following the Form Widget where we captured the user data we desired to be sent into Slack.
Step 6 (Zapier Trigger): Choose your MobileMonkey account
If you have multiple MobileMonkey accounts, as I do, you’ll need to find the account that your chat dialogue is located.
If you can’t find your MobileMonkey account, or the account you select doesn’t work, click on the Manage connected accounts link. From there, create a new account and give it a unique name.
Then use your API Key found in Step 3 to create the new account in Zapier.
Step 7 (Zapier Trigger): Set up your Trigger event
Make up any unique name for your Trigger. This name will appear in the MobileMonkey Zap/Connection Widget we added to your chat dialogue earlier.
Remember that it’s helpful to use a similar or same name as you’re using to title your MobileMonkey dialogue and Slack channel.
Once you’ve created a name for your Trigger, click the Continue button.
Step 8 (Zapier Trigger): Test your Trigger
You’re now ready to test your Zap Trigger. You can choose to hit the Test button, or if you’re confident that everything is setup correctly, you can skip the test.
If the test is successful, move onto Part III to create your Zap’s Action.
If the test is not successful, go back to Step 6, which is where you choose your account. The most common issue for a failed test is that you chose the wrong account. And the easiest solution is to create a new account name in Zapier and then to connect that account to MobileMonkey by using the API Key that can be found in Step 3.
Part III – Setup Your Zapier Action
Congratulations on successfully creating your Zap Trigger! 🎉
Now it’s time to create your Zap Action. For this integration, the Zap Action is going to be sending the data you capture from leads in MobileMonkey through to your Slack channel.
Step 9 (Zapier Action): Choose app & event
Click on the first dropdown step of your Zap’s Action. You’ll be prompted to choose your app & event Action.
Choose Slack as the Action app & event.
Step 10 (Zapier Action): Choose the Action event
For the Action event, we’re going to choose “Send Channel Message” from the dropdown menu.
This means that once someone fills out your chat dialogue Form, the Slack channel you created will be sent a message with the Attributes you assigned to each question.
Step 11 (Zapier Action): Choose your Slack account
Next, under the Choose account dropdown in Zapier, find the Slack account you’re using and click on the radio button to connect that account.
If you’re not an admin on your company’s Slack account, you may need to request permission. If that’s the case, follow the simple instruction and hit the button to request approval from one of your Slack administrators.
Step 12 (Zapier Action): Set up your Action
In Step 12, we’re going to set up your Action. Here, you’ll choose the Slack channel that you made in Step 4.
If you took my advice and gave your Slack channel a similar name as your chat dialogue in MobileMonkey, as well as your Zap, this should be super easy to find.
Then, create the Message Text that you want sent to the Slack channel each time someone completes the chat dialogue you created.
In this example, you’ll see how I’ve created a message and added the Attributes from MobileMonkey into that message. It reads as follows: You have a new request for a quote from [Attribute Nick Name: ] for a [Attribute Unicorn Preference: ] who likes [Attribute Ice Cream: ].
So, let’s use a real life example to make this even clearer. Let’s say you’re a moving company and someone is requesting a quote on how much it will cost to move from San Francisco to Las Vegas, and you chose the following Attributes to be captured by each of your chatbot dialogue questions:
- Moving from
- Moving to
- Date of move
- Size of haul
The Message Text for this example could have been sent into Slack as follows:
“You have a new request from [Atrribute Name: Vince] who can be reached at [Attribute Phone: 555-555-5555] and [Attribute Email: email@example.com] for a move from [Attribute Moving from: San Francisco] to [Attribute Mobing to: Las Vegas] on [Attribute Date of move: March 1, 2021]. He is moving a [Attribute Size of haul: 1 bedroom apartment].”
Part IV – Connect Zap to MobileMonkey Dialogue and Test your Workflow
Almost there! Now, before you test your Zap Action, we need to connect your MobileMonkey dialogue to the Zap.
Remember that Zap/Connection widget we added to your chat dialogue in MobileMonkey? Now that we’ve given the Zap a name in Zapier, we need to connect MobileMonkey to that Zap.
But first, we need to test your Zap Action and turn the Zapier integration between MobileMonkey and Slack on.
Step 13 (Zapier): Connect Zap to MobileMonkey Dialogue and Test your Workflow
Test your Zap’s Action, or you can choose to skip the action and move onto Step 14.
Step 14 (Zapier): Turn your Zapier integration on
Here’s the exciting part! It’s time to turn your integration on.
At the bottom of your Zapier integration page, you should see a toggle button to turn your Zap on. Toggle it from Off to On.
Once your Zap is on, you’ll see the toggle button at the top right of your screen say “ON” and highlighted in green.
Step 15 (MobileMonkey): Select your Zapier integration from the Zap/Connection widget
In MobileMonkey, go back to the Zap/Connection chat dialogue widget you added and click on the dropdown. Search for and select the Zap. Again, this is where naming everything the same makes things much easier.
Step 16: Test your Zap!
To be 100% sure that your Zap is working, test out your MobileMonkey + Google Sheets Zap by running through your chat dialogue.
The easiest way to do this is to click on the Test Dialogue button at the top of your MobileMonkey dialogue.
Run through your dialogue and when you’re finished, check your Slack channel to see if you’ve received a notification with the Message Text and the information you captured as user Attributes.
It should look something like this!
More MobileMonkey Integrations
Did you know there are hundreds of integrations to choose from in MobileMonkey?
In fact, we used this exact same chat dialogue to send the same user data in Google Sheets. The Google Sheets + MobileMonkey integration is one of our most popular because it makes it super easy to store, organize, and distribute user data in spreadsheets via automation.
For more integration options, check out the MobileMonkey Integrations page!