Automate SMS Marketing with Pabbly Connect: A Step-by-Step Guide

Learn how to automate SMS marketing using Pabbly Connect with Google Forms and Twilio. Follow our detailed guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To start automating SMS marketing, first access Pabbly Connect by navigating to the official website. Here, you can either sign in if you’re an existing user or sign up for free if you are new. Signing up provides you with 100 free tasks to explore the automation features.

Once logged in, you will find yourself on the dashboard. This is where you can create and manage your workflows. Click on the ‘Create Workflow’ button to initiate the setup process for your SMS automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will set up a workflow to send unique discount codes via SMS. Start by naming your workflow, for example, ‘Send Unique Coupon Codes to Customers Via SMS’. Select a folder for better organization.

• Name your workflow appropriately.
• Choose an existing folder or create a new one.
• Click ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two important sections: Trigger and Action. The trigger indicates when the automation will start, while the action specifies what happens next. In this case, the trigger will be Google Forms, and the action will be sending SMS through Twilio using Pabbly Connect.

3. Setting Up Google Forms as Trigger in Pabbly Connect

To configure Google Forms as your trigger, select it from the trigger application options. The trigger event will be set to ‘New Response Received’. This means that every time a client submits a form, it will initiate the workflow.

Next, you need to connect Google Forms to Pabbly Connect using a webhook URL. Copy the provided webhook URL and paste it into your Google Forms settings. This step ensures that every new form submission is sent to Pabbly Connect for processing.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Paste the webhook URL in Google Forms settings.

After setting this up, test the integration by submitting a sample form. This will allow you to verify that the data is correctly captured in Pabbly Connect.

4. Integrating Twilio for SMS Sending

With the Google Forms trigger configured, the next step is to set up Twilio as the action application in Pabbly Connect. Select Twilio and choose the action event to send an SMS. You will need to log into your Twilio account to establish this connection.

Once logged in, provide your Twilio Account SID and Auth Token. These credentials are essential for authenticating your Twilio account with Pabbly Connect. After entering these details, click ‘Save’ to finalize the connection.

Select Twilio as the action application. Choose ‘Send SMS’ as the action event. Enter your Twilio Account SID and Auth Token.

Now you can customize the SMS message that will be sent to clients, including their unique discount codes. This integration allows you to automate the sending of personalized messages efficiently.

5. Finalizing the Automation and Testing

To complete the workflow, add a delay feature in Pabbly Connect to wait for a specific duration before sending the SMS. This can be set to 5 minutes or any other duration based on your preference. Choose ‘Delay For’ and specify the time.

Finally, test the entire workflow by submitting another form. Ensure that the SMS is sent after the specified delay and that the coupon code is updated in your Google Sheets. This will confirm that your automation is functioning as intended.

Add a delay action to wait before sending SMS. Submit a form to test the entire workflow. Verify that SMS is sent and coupon code is updated.

With these steps, you have successfully automated your SMS marketing using Pabbly Connect with Google Forms and Twilio. This integration streamlines your marketing efforts and enhances customer engagement.

Conclusion

In this guide, we demonstrated how to automate SMS marketing using Pabbly Connect, Google Forms, and Twilio. By following these steps, you can easily send personalized messages to your clients and enhance your marketing efficiency.