How to Send SMS from Microsoft Excel Using Pabbly Connect

Learn how to send SMS from Microsoft Excel to Twilio using Pabbly Connect. Follow this detailed guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Integration

To send SMS from Microsoft Excel, we will utilize Pabbly Connect as our integration platform. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect. Here, you can sign up for a free account or log in if you’re an existing user.

Once logged in, you will have access to the dashboard. This is where you can create and manage your automation workflows. To begin, click on the ‘Create Workflow’ button, which will allow you to set up the connection between Microsoft Excel and Twilio for sending SMS.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects Microsoft Excel and Twilio using Pabbly Connect. Start by naming your workflow, such as ‘Send Automated SMS from Microsoft Excel.’ Select a folder to save your workflow, then click on the ‘Create’ button.

Next, you will see two windows: one for the trigger and one for the action. For the trigger application, select Microsoft Excel. Then, choose the trigger event as ‘New Row in Worksheet’. This means the workflow will activate whenever a new customer entry is added to your Excel sheet.

• Select Microsoft Excel as the trigger application.
• Choose ‘New Row in Worksheet’ as the trigger event.
• Click ‘Connect’ to establish a connection.

After selecting the trigger, you will need to connect your Microsoft Excel account to Pabbly Connect. Click on ‘Add New Connection’ and follow the prompts to authorize access. Once connected, specify the workbook and worksheet names where customer data will be stored.

3. Setting Up Twilio for SMS Sending

With the Microsoft Excel trigger set, we now need to configure Twilio as the action application in Pabbly Connect. For this, select Twilio as the action application and choose the ‘Send SMS Message’ action event.

To connect Twilio, you will need your Account SID and Authorization Token from your Twilio account. Click on ‘Add New Connection’ and enter these details. Once connected, you can set up the SMS parameters such as the sender number, recipient number, and the message body.

• Enter your Twilio Account SID and Authorization Token.
• Specify the sender number from your Twilio account.
• Map the recipient number from the previous response.

Make sure to personalize the SMS message by including the customer’s name dynamically. This will ensure that each SMS sent is tailored to the individual customer, enhancing the effectiveness of your communication.

4. Testing the Integration Between Excel and Twilio

After configuring both Microsoft Excel and Twilio in Pabbly Connect, it’s time to test the integration. Click on the ‘Save and Send Test Request’ button to trigger the workflow. This will send an SMS to the designated recipient based on the last entry in your Excel sheet.

Check your phone to verify if the SMS has been received. If successful, you will see a confirmation message in Pabbly Connect. This means that your workflow is functioning correctly, and SMS will be sent automatically whenever new customer data is added to your Excel sheet.

To ensure everything is working as expected, you can add more test entries in your Excel sheet and observe how Pabbly Connect captures these new rows and sends out SMS accordingly.

5. Conclusion: Automate SMS Sending with Pabbly Connect

In conclusion, using Pabbly Connect to send SMS from Microsoft Excel to Twilio is a straightforward process. By following the steps outlined in this guide, you can easily automate SMS notifications to your customers without any coding skills.

This integration streamlines communication and ensures that your customers receive timely updates about offers and promotions. With Pabbly Connect, you can enhance your business operations and customer engagement efficiently.