How to Send Automated SMS to Website Leads Using Pabbly Connect

Learn how to send automated SMS to website leads using Pabbly Connect. This detailed tutorial covers all the steps for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Send Automated SMS

To send automated SMS to website leads, first access Pabbly Connect. This platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect homepage and either sign in or sign up if you are a new user.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the SMS sending process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, you need to name it appropriately. For this case, you can name it ‘Send Automated SMS to Website Leads’. After naming, select a folder for better organization, or create a new one if needed.

• Select your workflow name.
• Choose a folder for organization.
• Click on ‘Create’ to finalize your workflow.

After creating the workflow, you will see the trigger and action setup. For this automation, the trigger application will be ‘Webhook by Pabbly’. This will capture the data submitted from your website form.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger in Pabbly Connect. Choose ‘Webhook by Pabbly’ as your trigger application and select the event as ‘Catch Webhook’. This will allow you to receive data from your website form submissions.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as you will need to paste it into your website form settings to establish the connection.

4. Configuring Your Website Form for SMS Automation

Now, go to your website form builder. For this tutorial, let’s assume you are using Elementor. Edit your form and look for the ‘Actions After Submit’ option. Click on it to add a new action. using Pabbly Connect

• Select ‘Webhook’ from the list of actions.
• Paste the copied webhook URL from Pabbly Connect.
• Save the changes to your form.

This step ensures that every time a user submits the form, the data will be sent to the webhook, triggering the automation in Pabbly Connect.

5. Sending SMS Using Pabbly Connect

After configuring the webhook, it’s time to set up the action in Pabbly Connect. Choose ‘Twilio’ as the action application and select the event ‘Send SMS’. This will allow you to send SMS messages based on the data received from the webhook.

Fill in the required fields such as the sender number, recipient number, and the message body. You can map the recipient’s number dynamically from the webhook data to personalize the SMS sent to each lead.

Once you have completed the setup, test the workflow by submitting a test entry in your website form. Check if the SMS is sent successfully to the specified number. If everything is set up correctly, you will receive an SMS confirming the submission.

Conclusion

In this tutorial, we explored how to send automated SMS to website leads using Pabbly Connect. By following the steps outlined, you can easily integrate your website forms with SMS services to enhance customer communication.