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. 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 for SMS Automation

To send SMS notifications for Zoho Forms submissions, first, access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page. If you are a new user, click ‘Sign up for free’ to create an account and receive 100 free tasks monthly.

As an existing user, click ‘Sign in’ to enter your account. Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to begin the integration process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, create a workflow by clicking the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder. Name it ‘How to Send SMS for Zoho Form Submission using Twilio’ and save it in the ‘Automations’ folder.

• Click on ‘Create’ to open the workflow window.
• Select ‘Zoho Forms’ as your trigger application.
• Choose ‘New Form Submitted’ as the trigger event.

This setup allows Pabbly Connect to listen for new submissions from your Zoho Forms account, enabling automated SMS notifications.

3. Connecting Zoho Forms to Pabbly Connect

To connect Zoho Forms to Pabbly Connect, you will receive a webhook URL after selecting your trigger. Copy this URL and navigate to your Zoho Forms account. Select the form you wish to automate, such as ‘KK Travelers,’ and go to the ‘Integrations’ tab.

• Choose ‘Webhooks’ from the left sidebar.
• Paste the copied webhook URL into the URL field.
• Set the content type to ‘application/json’ and authorization type to ‘None’.

After saving the webhook, go back to Pabbly Connect and click on ‘Test Submission’ to ensure the connection is working correctly.

4. Mapping Data from Zoho Forms to Twilio in Pabbly Connect

Now that Zoho Forms is connected, it’s time to set up the action step in Pabbly Connect. For the action application, select ‘Twilio’ and choose ‘Send SMS Message’ as the action event. Click ‘Connect’ to link your Twilio account.

You will need to provide your Twilio Account SID and Authorization Token. Copy these from your Twilio account and paste them into the respective fields in Pabbly Connect. After saving the connection, you can set up the SMS body.

Enter a message body, including placeholders for dynamic data. Map fields from the Zoho Forms submission to the SMS body for personalization.

This mapping ensures that every new form submission sends a personalized SMS to the lead using Pabbly Connect and Twilio.

5. Testing the Integration for SMS Notifications

With everything set up, it’s essential to test the integration. Go back to your Zoho Forms and submit a test entry. After submission, check Pabbly Connect to see if it captured the response correctly.

Once you confirm that the data has been captured, click ‘Save and Send Test Request’ in the Twilio action step. If successful, you should receive an SMS to the designated phone number, confirming the booking details.

Repeat the test with different entries to ensure the workflow is functioning as intended. This process demonstrates how Pabbly Connect effectively automates SMS notifications based on Zoho Forms submissions.

Conclusion

In this tutorial, we detailed how to send SMS notifications for Zoho Forms submissions using Pabbly Connect and Twilio. By following these steps, you can automate your customer notifications efficiently.