How to Send SMS to New Keap Contact Using Pabbly Connect and Twilio

Learn how to automate SMS alerts to new Keap contacts using Pabbly Connect and Twilio. Step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SMS Automation

To start sending SMS alerts to new Keap contacts, you first need to access Pabbly Connect. This platform serves as the integration hub for connecting various applications, including Keap and Twilio.

Begin by signing up for a free account on Pabbly Connect through the link provided in the description. Once logged in, navigate to your dashboard and click on ‘Create Workflow’ to initiate the setup.

2. Creating the Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, name it appropriately, such as ‘Keap to Twilio SMS Automation’. This name helps you identify the workflow in the future. In the workflow, you will find a trigger and an action window.

• Select ‘Infusionsoft by Keap’ as the app in the trigger window.
• Choose the trigger event as ‘New Contact’.
• Connect your Infusionsoft account to Pabbly Connect.

Once these steps are completed, click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to listen for new contacts created in Keap.

3. Adding a New Contact in Keap

Now that your workflow is set up in Pabbly Connect, it’s time to create a new contact in your Keap CRM. Navigate to the contacts section and select ‘Add a Contact’.

Fill in the required fields such as first name, last name, email address, and phone number. Once you click on ‘Save’, Pabbly Connect will capture this new contact’s details through the workflow you created earlier.

4. Retrieving Contact Details via Pabbly Connect

After adding the new contact, Pabbly Connect will receive a response indicating that a new contact has been created. However, this response will only include the contact ID, not the complete details.

To retrieve the full details, add another action step in your workflow:

• Search for ‘Infusionsoft by Keap’ again in the action window.
• Select the action event ‘Retrieve a Contact’.
• Map the contact ID from the trigger response.

Click ‘Save and Send Test Request’ to fetch the complete details of the new contact, which will now be available for the next step.

5. Sending SMS Using Twilio via Pabbly Connect

With the contact details retrieved, the next step is to send an SMS using Twilio. In your Pabbly Connect workflow, add another action step and select Twilio as the app.

Choose the action event ‘Send SMS’ and connect your Twilio account by entering the Account SID and Auth Token, which can be found on your Twilio dashboard. After connecting, you will need to specify the SMS body and the recipient’s phone number.

Create a message body, e.g., ‘Hello [First Name], thank you for signing up!’. Map the sender number from your Twilio account. Map the recipient’s phone number from the retrieved contact details.

After completing these fields, click on ‘Save and Send Test Request’. Your SMS will be sent to the new contact, confirming the successful automation setup.

Conclusion

In this tutorial, we explored how to send SMS alerts to new Keap contacts using Pabbly Connect and Twilio. By following the steps outlined, you can automate your communication process effectively. This integration allows for instant SMS notifications, enhancing your customer engagement.