Automate SMS Notifications with Pabbly Connect and Systeme.io Form Submission

Learn how to automate SMS notifications using Pabbly Connect with Systeme.io form submissions. Follow this step-by-step tutorial 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 Automation

To automate SMS notifications on Systeme.io form submissions, start by accessing Pabbly Connect. This platform enables seamless integration between various applications, including Systeme.io and SMS services.

Open your browser and search for Pabbly Connect. If you don’t have an account, click on the ‘Sign Up for Free’ button. This will allow you to create an account within minutes and get 100 tasks free every month. If you already have an account, simply log in to access the dashboard.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow for your SMS automation. Click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Send Automated SMS on Systeme.io Form Submission’.

• Click on ‘Create’ to proceed.
• You will see two boxes: Trigger and Action.

Set up the trigger first. Search for Systeme.io as your trigger application. Select ‘Contact Subscribed to a Form’ as your trigger event. This will initiate the workflow when a new contact subscribes via a form.

3. Connecting Systeme.io with Pabbly Connect

To connect Systeme.io with Pabbly Connect, you need to copy the provided webhook URL. This URL acts as a bridge between Systeme.io and Pabbly Connect.

Navigate to your Systeme.io account and go to the funnels section. Select the relevant lead form and click on ‘Automation Rules’. Here, you will add a new rule by clicking on the ‘Add Rule’ button. Choose the option for funnel step form subscription and then select ‘Add Action’ to choose ‘Send Vook’.

• Paste the copied webhook URL from Pabbly Connect.
• Click on ‘Save Rule’ to finalize the connection.

Now, return to Pabbly Connect, where it will indicate that it is waiting for a webhook response. This will be triggered by a new form submission.

4. Setting Up the SMS Action in Pabbly Connect

After receiving a webhook response, it’s time to set up the action for sending SMS through Pabbly Connect. For this, select ‘Tulio’ as your action application.

Choose ‘Send SMS Message’ as your action event. You will then need to connect your Tulio account with Pabbly Connect by clicking on ‘Connect’ and adding a new connection.

Enter your Account SID and Authorization Token from your Tulio account. Click ‘Save’ to establish the connection.

Now, you can craft the SMS message. Use mapping to personalize the message with the subscriber’s name received from Systeme.io. For example, your SMS could start with ‘Hello [Subscriber Name], thank you for subscribing!’

5. Finalizing and Testing Your SMS Automation

After setting up your SMS message in Pabbly Connect, you need to specify the sender number from your Tulio account. Additionally, map the recipient number using the subscriber’s phone number from the webhook response.

Click on ‘Save & Send Test Request’ to finalize the setup. If everything is configured correctly, you will receive a confirmation response from Tulio indicating the SMS was sent successfully.

Check your SMS inbox to confirm receipt of the automated message. This confirms that your integration between Systeme.io and Tulio via Pabbly Connect is working effectively.

Now, every time a new form is submitted on Systeme.io, an automated SMS will be sent to the subscriber, enhancing your engagement and communication.

Conclusion

In summary, using Pabbly Connect to automate SMS notifications on Systeme.io form submissions is a straightforward process. By following the steps outlined, you can effectively engage with your audience and enhance customer relationships through timely SMS communications.