How to Set Up Automated SMS Reminders for Salesforce Leads Using Pabbly Connect

Learn how to set up automated SMS reminders for Salesforce leads using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Reminders

To set up automated SMS reminders for Salesforce leads, start by accessing Pabbly Connect. This platform serves as the central integration tool that connects your SMS service with Salesforce.

Visit the Pabbly Connect homepage by navigating to the official website. If you are a new user, click on ‘Sign Up Free’ to create an account and gain access to 300 tasks per month. Existing users should click ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow: ‘Set Up Automated SMS Reminders for Salesforce Leads.’
• Choose a folder to organize your workflow, or create a new one if necessary.
• Click ‘Create’ to finalize your workflow setup.

This newly created workflow will consist of a trigger and an action. The trigger will initiate the process whenever a new lead is created in Salesforce.

3. Setting Up Trigger Using Webhook in Pabbly Connect

For the trigger, you will use the Webhook feature in Pabbly Connect. Select ‘Webhook by Pabbly’ as the trigger application and choose ‘Catch Webhook’ as the trigger event.

After selecting the trigger, you will receive a Webhook URL. This URL needs to be integrated into your inquiry form created using Elementor on WordPress. Go to your form settings, find the ‘Actions After Submit’ section, and add a new action called ‘Webhook.’ Paste the Webhook URL you obtained from Pabbly Connect.

• Edit the form in Elementor and select the form element.
• Add the action ‘Webhook’ and enter the copied URL.
• Update the form to save the changes.

Now, perform a test submission on your form to ensure that the Webhook successfully captures the lead data.

4. Creating a Lead in Salesforce via Pabbly Connect

Next, configure the action step in Pabbly Connect to create a new lead in Salesforce. Choose ‘Salesforce’ as the action application and select ‘Create Lead’ as the action event.

To connect Salesforce with Pabbly Connect, click ‘Connect’ and follow the prompts to authorize the connection. Once connected, map the fields from the Webhook response to the corresponding Salesforce lead fields, such as first name, last name, and email.

Map the first name and last name from the Webhook response. Enter your company name as ‘ABC Real Estate.’ Leave non-required fields blank and click ‘Save and Send Test Request.’

Check your Salesforce account to confirm that the lead has been created successfully.

5. Sending SMS Reminders Using Pabbly Connect

To send SMS reminders, add another action step in your workflow. Choose your SMS service (like Twilio) and select ‘Send SMS Message’ as the action event. Connect your Twilio account to Pabbly Connect by entering your Account SID and Authorization Token.

Next, configure the SMS body. Use placeholders for dynamic data like the recipient’s name and appointment date. For example, your SMS body could be: ‘Hi [Recipient Name], this is a reminder for your property viewing tomorrow on [Date].’ Ensure to map the recipient’s phone number from the Webhook response.

Enter the Twilio phone number as the sender number. Map the recipient’s phone number from the lead data. Test the SMS sending by clicking ‘Save and Send Test Request.’

After testing, you will receive a confirmation SMS, thus completing the setup for automated SMS reminders for Salesforce leads using Pabbly Connect.

Conclusion

In this tutorial, we explored how to set up automated SMS reminders for Salesforce leads using Pabbly Connect. By integrating your SMS service with Salesforce, you can ensure timely reminders for your clients, enhancing your lead management process.