Learn how to send SMS from Google Sheets automatically using Pabbly Connect and Twilio. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for SMS Automation
To send SMS from Google Sheets automatically, first, you need to access Pabbly Connect. Open your web browser and type in Pabbly.com/connect to reach the Pabbly Connect landing page.
Here, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button. Existing users can simply sign in. Pabbly Connect offers 100 free tasks each month, making it easy to get started with SMS automation.
2. Creating a New Workflow in Pabbly Connect
Once signed in to Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow.
- Name your workflow, e.g., ‘Send SMS from Google Sheets Automatically.’
- Choose a folder to save the workflow, such as ‘SMS Automation.’
After naming your workflow and selecting the folder, click on ‘Create’ to proceed. You will be taken to the trigger and action setup window, which is crucial for the automation process.
3. Setting Up Trigger and Action in Pabbly Connect
In this step, you will set up the trigger and action in Pabbly Connect. For the trigger application, search for and select ‘Google Sheets.’ Choose the trigger event as ‘New or Updated Spreadsheet Row.’ This event will initiate the automation whenever a new row is added or updated in Google Sheets.
Next, move to the action application and select ‘Twilio.’ For the action event, choose ‘Send SMS Message.’ This setup will enable you to send SMS notifications to your customers based on the data in Google Sheets.
4. Connecting Google Sheets to Pabbly Connect
To establish a connection between Google Sheets and Pabbly Connect, you will need a Webhook URL provided by Pabbly Connect. Copy the Webhook URL and head over to your Google Sheets.
In Google Sheets, navigate to the Extensions menu, select Pabbly Connect Webhooks, and then click on Initial Setup. Paste the Webhook URL into the designated field. Choose the trigger column, which is the final data column. For example, if your data is in column B, select it as the trigger column and click ‘Submit.’ This action configures the connection successfully.
5. Sending SMS Using Twilio via Pabbly Connect
Now that you have connected Google Sheets to Pabbly Connect, it’s time to send SMS using Twilio. First, you need to establish a connection between Twilio and Pabbly Connect by entering your Account SID and Authorization Token from your Twilio account.
- Copy your Account SID and paste it in Pabbly Connect.
- Copy your Authorization Token and paste it as well.
Once you have entered these details, click on ‘Save’ to establish the connection. Next, you need to fill in the SMS body content and map the customer name and contact number from the previous steps. Finally, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully.
Conclusion
In this tutorial, we learned how to send SMS from Google Sheets automatically using Pabbly Connect and Twilio. By following the outlined steps, you can easily automate SMS notifications to your customers based on data updates in Google Sheets. This integration streamlines communication and enhances customer engagement effectively.
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