Learn how to send automated SMS to your customers using Pabbly Connect to integrate Google Sheets and Twilio. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for SMS Automation
To send automated SMS to your customers, first, access Pabbly Connect. Start by signing in or creating an account if you are a new user. Pabbly Connect offers 100 free tasks monthly for new users, making it easy to begin your automation journey.
Once logged in, navigate to the dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button found in the top right corner. Name your workflow, for example, ‘Send Automated SMS to Your Customers,’ and select the appropriate folder for organization.
2. Setting Up Google Sheets as the Trigger Application
In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Click on the trigger window and select Google Sheets. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to initiate the workflow whenever there is a new entry.
- Select ‘Google Sheets’ as your trigger application.
- Set the trigger event to ‘New or Updated Spreadsheet Row’.
- Ensure that your Google Sheet has customer details ready for SMS sending.
After configuring the trigger, you will receive a webhook URL from Pabbly Connect. This URL will link your Google Sheets to the platform, allowing real-time data transfer.
3. Connecting Twilio to Send SMS Messages
Next, set up Twilio as the action application in your Pabbly Connect workflow. Click on the action window and select Twilio. Choose the action event as ‘Send SMS Message’ to send the SMS notifications to your customers based on the data retrieved from Google Sheets.
To connect Twilio, you will need your Twilio Account SID and Authorization Token. Copy these from your Twilio account and paste them into the respective fields in Pabbly Connect. This connection allows Pabbly Connect to send SMS messages on your behalf.
4. Customizing the SMS Content for Customers
Now that Twilio is connected, customize the SMS message you want to send to your customers. In Pabbly Connect, map the recipient’s number from the data received from Google Sheets. This ensures that each SMS is personalized for the customer.
- Map the recipient’s number from the Google Sheets response.
- Craft your SMS message, including the customer’s name and product details.
- Test the SMS sending functionality to ensure everything works correctly.
After mapping the details and crafting the message, click on ‘Save and Test Request’. You should receive a confirmation that the SMS has been sent successfully, indicating that your integration is working as intended.
5. Finalizing the Integration and Sending SMS
To complete the integration, return to your Google Sheets. Click on ‘Extensions’, select ‘Pabbly Connect Webhook’, and choose ‘Send All Data’. This step ensures that all customer details are sent to Pabbly Connect and the SMS notifications are dispatched accordingly.
After sending all data, check your SMS inbox to confirm that the messages were delivered successfully. This finalizes your setup, allowing you to automate SMS sending to your customers every time you update your Google Sheets.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to send automated SMS to your customers through Google Sheets and Twilio. By following these steps, you can efficiently keep your customers informed about new product launches and promotions.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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