Automate Sending Diwali Wishes to Customers via SMS Using Pabbly Connect

Learn how to automate sending Diwali wishes to customers via SMS using Pabbly Connect. This tutorial covers Google Sheets integration with Twilio for seamless communication.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Automate SMS Sending

To automate sending Diwali wishes to customers via SMS, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing the URL in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect. Existing users can log in directly to access their workflows.

2. Creating a Workflow for Sending Diwali Wishes

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ option. You will be prompted to name your workflow. Enter a name like ‘Send Diwali Wishes to Customers via SMS Automatically’.

• Choose a folder for your workflow, such as ‘Automations for Customer Management.’
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger will be set to Google Sheets, and the action will be set to Twilio for sending the SMS. This setup will ensure that when customer details are added in Google Sheets, SMS will be sent automatically through Pabbly Connect.

3. Setting Up Google Sheets as the Trigger

In the trigger section of Pabbly Connect, select Google Sheets as your trigger application. Then, choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that the SMS will be sent whenever a new row is added to your spreadsheet.

To connect Google Sheets with Pabbly Connect, you will receive a webhook URL. Copy this URL, and go to your Google Sheets. You need to install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace if you haven’t done so already.

• After installing, go to Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the webhook URL and set the trigger column (e.g., column C for phone numbers).

After setting this up, click on ‘Send Test’ to ensure that the connection is working correctly. Once successful, you will receive confirmation in Pabbly Connect.

4. Configuring Twilio as the Action to Send SMS

Next, in the action section of Pabbly Connect, select Twilio as your action application. Choose the action event as ‘Send SMS Message’. You will need to connect your Twilio account by entering your Account SID and Auth Token, which you can find in your Twilio dashboard.

After establishing the connection, you will need to configure the SMS content. For the message body, input a personalized message such as ‘Dear {Name}, wishing you a happy and prosperous Diwali! Enjoy 20% off on your next order.’ Here, you will map the customer’s name from the previous step to personalize the message.

Enter your Twilio phone number as the sender number. Map the recipient number from the Google Sheets data.

Once you finish setting up the SMS content, click on ‘Save and Send Test Request’. You should receive a test SMS to confirm that everything is working correctly. This step verifies that Pabbly Connect is successfully sending messages through Twilio.

5. Finalizing the Integration for Automated SMS

After confirming that the SMS is sent successfully, go back to your Google Sheets and ensure that every time a new customer is added, the data is sent to Pabbly Connect. To do this, go to Extensions > Pabbly Connect Webhooks and click on ‘Send on Event’. This ensures that new entries trigger the SMS sending process automatically.

Finally, to send Diwali wishes to all customers in your spreadsheet, click on ‘Send All Data’ in the Pabbly Connect Webhooks menu. This action will send personalized SMS to all existing customers in your list. With this setup, you can now send automated Diwali wishes to your customers via SMS using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate sending Diwali wishes to customers via SMS using Pabbly Connect, Google Sheets, and Twilio. By setting up triggers and actions, you can efficiently manage customer communication during festive seasons.