Integrating SMS with Center: A Step-by-Step Guide

Learn how to integrate SMS with Center and Sports Elite Training Center Using Pabbly Connect. This detailed tutorial covers every step for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Overview of Integrating SMS with Center

Integrating SMS with Center allows you to streamline communication with leads from your Sports Elite Training Center. This integration ensures that whenever a new lead is generated through Facebook lead ads, an SMS and email are automatically sent, and the details are logged in Google Sheets.

To achieve this, we will utilize the automation software Pabbly Connect, which seamlessly connects different applications. The workflow will involve Facebook lead ads, Google Sheets, SMS through Twilio, and Gmail for email notifications.

Setting Up Facebook Lead Ads for Sports Elite Training Center

Setting up Facebook lead ads is the first step in this integration process. Facebook lead ads are designed to capture contact information from interested users directly on the platform. To start, ensure you have a Facebook page for your Sports Elite Training Center. using Pabbly Connect

Follow these steps to set up your lead ads:

• Create a new lead ad campaign in your Facebook Ads Manager.
• Design your ad with a compelling offer related to your training center.
• Set up your lead form to collect necessary information such as name, email, and phone number.

Once your lead ads are live, you will be able to capture leads directly from your Facebook page, which will trigger the subsequent actions in our integration.

Creating the Workflow in Pabbly Connect

Now, let’s create a workflow in Pabbly Connect to automate the process. First, log in to your Pabbly Connect account and navigate to the dashboard. Click on the ‘Create Workflow’ button to start a new automation.

In the workflow setup, name your workflow something descriptive, such as ‘Send SMS and Email to Facebook Leads’. Set your folder to organize your workflows effectively. Next, we will define the trigger for this workflow.

Follow these steps to set up the trigger:

• Select Facebook Lead Ads as your trigger application.
• Choose the trigger event as ‘New Lead Instant’.
• Connect your Facebook account and select the specific page and lead form you created earlier.

This setup will ensure that every time a new lead fills out your form, Pabbly Connect will capture that lead’s details.

Adding Google Sheets and SMS Integration

After setting up the Facebook lead trigger, the next step is to add actions to log the lead in Google Sheets and send an SMS. Start by selecting Google Sheets as your action application. using Pabbly Connect

Choose the action event as ‘Add a New Row’. Connect your Google account and select the specific spreadsheet where you want to store the lead details. Map the fields from the Facebook lead data to the respective columns in your Google Sheets.

To send an SMS, add another action step and select Twilio as your SMS application:

Choose ‘Send SMS Message’ as the action event. Connect your Twilio account using the Account SID and Auth Token. Map the recipient’s phone number and customize the SMS content.

This integration allows you to automatically log leads and engage them through SMS, enhancing your follow-up process.

Finalizing the Email Notification

The last step in this automation process is to send an email notification to the lead using Gmail. Select Gmail as your action application and choose the action event as ‘Send Email V2’. using Pabbly Connect

Connect your Gmail account and map the recipient’s email address from the lead data. Customize the email subject and body to welcome the new lead and provide them with essential information about your Sports Elite Training Center.

To ensure everything is set up correctly, test your workflow by generating a test lead through your Facebook lead ad:

Submit a test lead using the lead form. Check Google Sheets to confirm the lead information is logged. Verify that the SMS and email notifications are sent successfully.

With this, you have successfully set up an automated workflow that enhances your lead engagement process.

Conclusion

In conclusion, integrating SMS with Center and using Google Sheets enhances the efficiency of managing leads for your Sports Elite Training Center. By automating notifications and data logging, you can focus on engaging with your leads effectively.

This tutorial provides a comprehensive guide to setting up your automation, ensuring you can quickly respond to potential clients and keep track of their details seamlessly.