Learn how to automate SMS and email reminders using Airtable, Gmail, and Twilio with Pabbly Connect in this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Automation

To start automating SMS and email reminders, we will use Pabbly Connect. This tool allows us to integrate various applications without coding. First, navigate to the Pabbly Connect homepage by entering the URL in your browser.

On the Pabbly Connect homepage, you will see options to sign in or sign up. If you’re new, click on the ‘Sign up for free’ button to create your account. Existing users can simply sign in. Once logged in, access the dashboard where you can create your automation workflows.

Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow to schedule and send automated emails and SMS. Click on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow. Enter a name like ‘Schedule and Send Automated Emails and SMS from Airtable Records’ and select a folder to save it. using Pabbly Connect

After creating the workflow, you will see two main sections: Trigger and Action. The trigger specifies when the workflow starts, while actions define what happens next. In this case, we will set the trigger to schedule by Pabbly Connect.

  • Select ‘Schedule’ as the trigger application.
  • Set the event to ‘Schedule Workflow’.
  • Choose how often you want to run the workflow.

Once you configure these settings, save your workflow. This sets the stage for capturing participant details from Airtable.

Integrating Airtable with Pabbly Connect

Next, we will integrate Airtable to fetch participant details. Set the action application to Airtable and select the action event as ‘Get All Records’. This allows us to retrieve information about all participants from our Airtable database. using Pabbly Connect

To establish this connection, click on ‘Connect’ and add a new connection to your Airtable account. Grant Pabbly Connect access to your Airtable bases. Select the base named ‘Webinar Participants’ and confirm the table name.

  • Turn off the ‘Simple Response’ option to capture multiple records.
  • Click on ‘Save and Send Test Request’ to verify the connection.

Once the connection is successful, you will receive an array of participant details, which will be used for sending SMS and emails.

Sending Emails with Gmail Integration

Now, we will set up the email notifications using Gmail. Add a new action step and select Gmail as the action application. Choose the action event ‘Send Mail V1’ to initiate sending emails. using Pabbly Connect

Connect your Gmail account by clicking on ‘Connect’ and logging in. Once connected, fill in the required fields for the email, starting with the recipient’s email address, which will be dynamically mapped from the previous step.

Input the sender name, email subject, and body content. Use mapping to personalize the email with participant details.

After entering all necessary information, click on ‘Save and Send Test Request’ to send a test email. Check the recipient’s inbox to confirm successful delivery.

Sending SMS with Twilio Integration

Finally, we will integrate Twilio to send SMS reminders. Add another action step and select Twilio as the action application. Choose ‘Send SMS’ as the action event. using Pabbly Connect

To set up the connection, enter your Twilio Account SID and Auth Token. These details are provided when you create a Twilio account. After entering the credentials, click on ‘Save’ to establish the connection.

Fill in the sender number (your Twilio number) and recipient number (participant’s phone number). Compose the SMS content, mapping the participant’s name for personalization.

Click on ‘Save and Send Test Request’. After sending the test SMS, check the recipient’s mobile to ensure the message was received successfully.

Conclusion

This tutorial detailed how to automate SMS and email reminders using Airtable, Gmail, and Twilio with Pabbly Connect. By following these steps, you can streamline your communication for webinars or any other events effortlessly.

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