How to Send SMS for Zoho Forms Submission using Twilio with Pabbly Connect

Learn how to send SMS notifications for Zoho Forms submissions using Pabbly Connect and Twilio in this detailed step-by-step tutorial. 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 Integration

To send SMS for Zoho Forms submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by entering ‘Pabbly.com/c/connect’ in your browser. This platform allows you to integrate various applications seamlessly.

Once on the Pabbly Connect page, you have two options: sign in or sign up for free. If you’re a new user, click on ‘Sign up for free’ to create an account and receive 100 free tasks per month. For existing users, simply click on ‘Sign in’ to access your dashboard.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow; enter ‘How to Send SMS for Zoho Form Submission using Twilio’ and select a folder to save it in.

• Click ‘Create’ to initialize the workflow.
• This opens the workflow window where you can set up triggers and actions.

In this window, you will set a trigger for your workflow. The trigger is essential as it determines when the SMS will be sent. In this case, select ‘Zoho Forms’ as your trigger application to initiate the SMS sending process.

3. Setting Up Zoho Forms for Integration

For the integration to work, you need to connect your Zoho Forms account to Pabbly Connect. Select ‘New Form Submission’ as the trigger event. Pabbly Connect will provide you with a webhook URL that you need to copy.

Now, go to your Zoho Forms account and select the form you want to integrate, for instance, the ‘KK Travelers’ form. Edit this form, navigate to ‘Integrations’, and select ‘Webhooks’. Paste the copied URL into the webhook field, set the content type to ‘application/json’, and save your changes.

4. Testing the Integration with Pabbly Connect

After setting up the webhook, you need to test the integration. Go back to Pabbly Connect and click on ‘Test Submission’ to generate a sample submission. Fill out the form with dummy data such as a name and phone number, and submit it.

Once you submit the form, check your Pabbly Connect workflow to see if it captured the response. You should see the data you entered, confirming that the connection between Zoho Forms and Pabbly Connect is working correctly.

• Ensure all fields are mapped correctly to capture the necessary details.
• This step is crucial for the SMS to contain accurate information.

If the data appears correctly, your trigger setup is successful, and you can proceed to the action step.

5. Sending SMS with Twilio via Pabbly Connect

Now, for the action application, select ‘Twilio’ in Pabbly Connect. Choose ‘Send SMS Message’ as the action event and click on ‘Connect’. If you have not connected your Twilio account yet, you will need to add a new connection by entering your Account SID and Authorization Token from your Twilio account.

Once connected, you will set up the SMS body. You can customize the message and use dynamic fields from the previous step to personalize the SMS. For example, include the recipient’s name and booking details. Ensure that you map these fields correctly so that the SMS content updates with each new form submission.

Enter the sender’s number from your Twilio account. Map the recipient’s phone number from the form submission.

After completing these steps, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully. Check your phone to confirm receipt of the message.

Conclusion

In this tutorial, we explored how to send SMS notifications for Zoho Forms submissions using Pabbly Connect and Twilio. By following the steps outlined, you can automate SMS responses for your business efficiently. This integration enhances customer communication and ensures timely updates for your leads.