Gravity Forms SMS Integration Using Pabbly Connect

Learn how to integrate Gravity Forms with SMS notifications using Pabbly Connect for seamless communication on new form submissions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SMS Notifications

To begin with SMS notifications for Gravity Forms submissions, you will need to set up Pabbly Connect. This powerful integration platform allows seamless connectivity between Gravity Forms and SMS services. Start by logging into your Pabbly Connect account or creating a new one if you haven’t already.

Navigate to the dashboard and click on the ‘Create Workflow’ button. You can name your workflow something like ‘Gravity Forms SMS Notification’. This will help you easily identify it later. After naming your workflow, you will be prompted to select a trigger application.

2. Selecting Trigger Application – Gravity Forms

Now, you will need to select Gravity Forms as your trigger application in Pabbly Connect. This step is crucial as it defines what action will initiate the SMS notification process. Choose ‘Gravity Forms’ from the list of applications and select the trigger event, which is ‘New Form Submission’.

• Select ‘New Form Submission’ as the trigger event.
• Connect your Gravity Forms account by following the prompts.
• Authorize Pabbly Connect to access your Gravity Forms data.

Once your account is connected, you can test the trigger to ensure that Pabbly Connect is receiving data from Gravity Forms correctly. This is important to confirm that the integration will work smoothly.

3. Setting Up SMS Action in Pabbly Connect

After successfully setting up the trigger, the next step is to configure the SMS action. This is where Pabbly Connect shines by allowing you to send SMS notifications automatically. Choose your SMS service provider from the available list in Pabbly Connect.

Next, select the action event, which is typically ‘Send SMS’. You will be required to connect your SMS service account. Enter the necessary credentials and authorize Pabbly Connect to send messages on your behalf. Make sure to fill in the required fields such as recipient phone number and message content.

4. Customizing Your SMS Message

To make your SMS notifications more effective, you can customize the message content. In this step, Pabbly Connect allows you to use dynamic fields from the Gravity Forms submission. You can include the name, email, and any other relevant data captured in the form.

• Use placeholders to insert dynamic content into your SMS.
• Ensure the message is clear and concise for better engagement.
• Preview your message to see how it will appear to recipients.

Once you have customized the message, test the SMS action to ensure that it works correctly. This step is vital to confirm that the messages are being sent as intended.

5. Finalizing and Testing Your Integration

After setting up the SMS action, the final step is to finalize your integration in Pabbly Connect. Make sure all settings are correctly configured and that you have tested both the trigger and action components. This ensures that everything is functioning as expected.

To finalize, click on the ‘Save’ button to activate your workflow. After saving, perform a test submission on your Gravity Forms to see if the SMS notification is triggered. Check your SMS inbox for the notification to confirm that the integration is successful.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect for integrating Gravity Forms with SMS notifications streamlines your communication process effectively. This integration not only saves time but also enhances the user experience by keeping respondents informed promptly.