How to Send SMS from Microsoft Excel Using Pabbly Connect

Learn how to automate SMS sending from Microsoft Excel to Twilio using Pabbly Connect. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To send SMS from Microsoft Excel using Pabbly Connect, start by accessing the platform. Navigate to the Pabbly Connect homepage by typing the URL in your browser. Here, you’ll find options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply sign in. Once registered, you will receive 100 free tasks every month to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking you to name your workflow.

• Enter a name for your workflow, such as ‘Send Automated SMS from Microsoft Excel’.
• Select a folder to save the workflow, like ‘Microsoft Excel Automation’.
• Click on the ‘Create’ button to proceed.

Upon creation, you will see two windows: one for the trigger and one for the action. Select Microsoft Excel as your trigger application and Twilio as the action application to automate SMS sending.

3. Setting Up Microsoft Excel as the Trigger

In this step, you will configure Microsoft Excel as the trigger in Pabbly Connect. First, select Microsoft Excel and then choose the trigger event ‘New Row in Worksheet’. This event will trigger the workflow whenever a new row is added to your Excel sheet.

Next, click on the ‘Connect’ button to establish a connection. You will have the option to add a new connection or select an existing one. Choose ‘Add New Connection’ and click on the ‘Connect with Microsoft Excel’ button. Grant the necessary permissions to allow Pabbly Connect to access your Excel account.

4. Configuring Twilio as the Action Application

Now that Microsoft Excel is set up as the trigger, it’s time to configure Twilio as the action application in Pabbly Connect. Select Twilio and choose the action event ‘Send SMS Message’. Click on ‘Connect’ and again opt for ‘Add New Connection’ to establish a link with your Twilio account.

• Enter your Twilio Account SID and Authorization Token.
• Input your Twilio phone number as the sender number.
• Map the recipient’s phone number from the previous response.

After entering these details, click on ‘Save and Send Test Request’ to confirm that the connection is successful. You should receive a response indicating that the SMS was sent successfully.

5. Testing the SMS Automation

With everything configured, it’s time to test your SMS automation using Pabbly Connect. Enter a sample customer’s details in your Microsoft Excel sheet and ensure that the new row triggers the automation. Click on ‘Save and Send Test Request’ to initiate the SMS sending process.

After testing, you should see a confirmation that the SMS was sent. Verify by checking the recipient’s phone to ensure the message has been received. This confirms that your integration between Microsoft Excel and Twilio via Pabbly Connect is working perfectly.

Conclusion

In this guide, we explored how to send SMS from Microsoft Excel using Pabbly Connect. By following these steps, you can automate SMS notifications for your customers effortlessly. This integration streamlines communication and enhances customer engagement.