Learn how to automate SMS marketing using Pabbly Connect with Twilio, Google Sheets, and more in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for SMS Marketing Automation

To start your SMS marketing automation, first access Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are new, you can sign up for free and receive 100 free tasks each month.

After logging in, you will see the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to enter a name for your workflow and select a folder to save it in. This sets the stage for your SMS marketing automations.


2. Sending SMS on New Form Submission with Pabbly Connect

Using Pabbly Connect, you can send SMS notifications automatically when a new form submission occurs in Elementor. First, set the trigger application as Elementor and select the trigger event as ‘New Form Submission’.

  • Select the trigger application: Elementor
  • Choose trigger event: New Form Submission
  • Get the webhook URL from Pabbly Connect

Once the trigger is set up, you will map the customer’s data to be sent in the SMS. For example, the SMS body can say, ‘Hello [Customer Name], thank you for submitting the form. One of our team members will get back to you soon!’. After configuring the action step with Twilio, click on ‘Save and send test request’ to ensure the SMS is sent successfully.


3. Sending SMS from Google Sheets with Pabbly Connect

Another powerful automation you can create with Pabbly Connect is sending SMS directly from Google Sheets. To do this, set the trigger application to Google Sheets and the trigger event to ‘New Updated Spreadsheet Row’. This allows you to capture customer data entered into the Google Sheet.

  • Set trigger application: Google Sheets
  • Select trigger event: New Updated Spreadsheet Row
  • Map the customer data such as name and phone number

Next, connect Twilio as the action application with the action event set to ‘Send SMS’. Customize the SMS body to say, ‘Hey [Customer Name], it’s Alo Jewels here with an important announcement. We have brand new products coming out soon!’. Click ‘Save and send test request’ to verify that the SMS is sent correctly.


4. Autosaving Incoming SMS to Google Sheets with Pabbly Connect

With Pabbly Connect, you can also create a record of incoming SMS messages in Google Sheets. For this, set the trigger application to Twilio and the trigger event to ‘New SMS’. This will allow you to capture incoming SMS messages automatically.

Once Twilio is connected to Pabbly Connect, configure the action application as Google Sheets and the action event as ‘Add New Row’. Map the fields such as sender number and SMS content to the corresponding columns in Google Sheets. After setting this up, click on ‘Save and send test request’ to ensure the SMS details are recorded successfully.


5. Sending Bulk SMS from Google Sheets with Pabbly Connect

The final automation involves sending bulk SMS messages to all customers listed in your Google Sheets. Start by setting the trigger application to ‘Schedule by Pabbly’ to run this workflow at a specified time.

Next, set the action application to Google Sheets and select the action event ‘Get Rows’ to retrieve customer details. After retrieving the data, use the iterator feature in Pabbly Connect to process each customer’s information. Finally, configure Twilio as the action application to send SMS to each customer with a personalized message.


Conclusion

This tutorial highlights how to utilize Pabbly Connect for effective SMS marketing automation. By integrating applications like Twilio and Google Sheets, you can streamline your communication processes and enhance customer engagement. Automate your SMS marketing today for better efficiency and customer satisfaction.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.