Automate SMS Sending with Pabbly Connect and Jotform

Learn how to automate SMS sending using Pabbly Connect with Jotform submissions. Step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To start automating SMS sending, first access Pabbly Connect by visiting the official website. Here, you can sign up for a free account or log in if you are an existing user. This platform allows you to connect various applications seamlessly.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to automate your tasks. Click on the ‘Create Workflow’ button at the top right corner to begin setting up your automation.

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow that triggers SMS sending based on Jotform submissions. Begin by naming your workflow, for example, ‘Send SMS on Form Submission’. You can also choose a folder to organize your workflows. using Pabbly Connect

• Click on ‘Create’ to finalize your workflow setup.
• Select ‘Jotform’ as the trigger application and ‘New Response’ as the trigger event.
• Copy the provided webhook URL for integration.

After setting up the trigger, you can proceed to connect your Jotform account. This integration allows Pabbly Connect to receive data each time a new form is submitted.

3. Integrating Jotform with Pabbly Connect

To connect Jotform with Pabbly Connect, navigate to your Jotform account and select the specific form you want to integrate. Under the form settings, go to the Integrations tab and select Webhooks.

Here, paste the webhook URL copied from Pabbly Connect. Click on ‘Complete Integration’ to finalize the connection. This step ensures that every new submission in Jotform triggers an action within Pabbly Connect.

4. Setting Up SMS Action Using Pabbly Connect

Now that your trigger is set, it’s time to define the action. Select the action application as ‘Willo’ and choose ‘Send SMS Message’ as the action event. This integration allows you to send SMS messages automatically based on the data received from Jotform. using Pabbly Connect

• Connect your Willo account by entering your Account SID and Authorization Token.
• Map the SMS body to include the lead’s information dynamically.
• Specify the sender and recipient numbers for the SMS.

After setting up the SMS parameters, click on ‘Save and Send Test Request’ to ensure everything is working correctly. This step is crucial to verify that your SMS is sent successfully.

5. Testing Your Automation with Pabbly Connect

To test your automation, return to Jotform and submit a test response. Fill in the required fields, such as name, phone number, and email address. This action will trigger the workflow you created in Pabbly Connect.

Once the test submission is made, check your SMS inbox to confirm receipt of the automated message. If everything is set up correctly, you should receive an SMS containing the mapped details from your form submission.

Conclusion

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

In summary, this tutorial walked you through the process of automating SMS sending using Pabbly Connect and Jotform. By following these steps, you can easily set up workflows that enhance communication and streamline your processes.

With Pabbly Connect, you can integrate various applications and automate numerous tasks, making your workflow efficient and effective.