Automate SMS Notifications with Pabbly Connect and Contact Form 7

Learn how to automate SMS notifications using Pabbly Connect and Contact Form 7. Step-by-step guide to integrate SMS services seamlessly. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Integration

To automate SMS notifications, you first need to access Pabbly Connect. This platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect homepage.

Once there, you can either log in or sign up for a new account. New users can take advantage of the free plan, which offers 300 tasks every month. After logging in, you will be taken to the dashboard where you can create your automation workflows.

2. Creating a Workflow in Pabbly Connect

To send automated SMS notifications, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to name your workflow, such as ‘Send Automated SMS on Contact Form 7 Submission.’ Choose a folder for organization.

• Click on ‘Create’ to finalize your workflow name.
• Understand the two key components: Trigger and Action.
• Set up the trigger to initiate the SMS sending process.

Once you have created the workflow, you will see options for setting up the Trigger and Action. The trigger will be based on a new form submission from Contact Form 7.

3. Setting Up the Trigger with Contact Form 7

In this step, you will set up the trigger in Pabbly Connect to listen for new submissions from Contact Form 7. Select Contact Form 7 as your trigger application and choose ‘New Form Submission’ as the trigger event.

After selecting the trigger event, you will be provided with a webhook URL. This URL will allow Pabbly Connect to receive data from your Contact Form 7 submissions. Copy this URL and proceed to your WordPress dashboard.

• Navigate to the Contact Form 7 settings.
• Select the form you want to integrate.
• Paste the webhook URL in the Webhook settings of your form.

After saving your changes, your Contact Form 7 is now connected to Pabbly Connect, ready to send data upon new submissions.

4. Setting Up SMS Action with Twilio

Next, you will configure the action step in Pabbly Connect to send SMS notifications using Twilio. Select Twilio as your action application and choose ‘Send SMS Message’ as the action event. This will allow you to send automated messages to leads based on the data received from Contact Form 7.

When prompted, connect your Twilio account by entering your Account SID and Authorization Token. These credentials can be found in your Twilio console. Once connected, you can set up the SMS body.

Compose your SMS message using dynamic fields. Include placeholders for the lead’s name, property type, and city. Map the fields from the trigger step to personalize the message.

After setting up the message, specify the sender number from your Twilio account and the recipient’s phone number, which should come from the form submission data. Once everything is configured, your SMS action is ready to go!

5. Testing Your Automation

Finally, it’s time to test your automation in Pabbly Connect. Go back to your Contact Form 7 and submit a test inquiry using dummy data. After submitting, return to Pabbly Connect to check if the workflow has captured the response.

If successful, you should see the details populated in the workflow. This means that the trigger is working as expected. Now, check your SMS to confirm that the automated message has been sent.

Submit a new form entry with your actual phone number. Verify that the SMS is received promptly. Adjust any settings if the SMS is not received as expected.

With these steps, you can ensure that your automation is functioning correctly, allowing you to stay connected with potential clients seamlessly.

Conclusion

In this tutorial, we explored how to automate SMS notifications using Pabbly Connect and Contact Form 7. By following these steps, you can efficiently keep your leads informed with automated messages. This integration streamlines your communication process and enhances customer engagement.