How to Send Thank You SMS to Your Customers Using Pabbly Connect: Google Forms to Twilio Integration

Learn how to automate sending thank you SMS to your customers using Pabbly Connect to integrate Google Forms and Twilio. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To send thank you SMS to your customers automatically, you need to access Pabbly Connect. This platform allows you to integrate various applications, including Google Forms and Twilio, seamlessly. Start by creating a free account on Pabbly Connect, which you can do in just a few minutes by clicking on the ‘Sign Up Free’ button.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a workflow by clicking on the blue button labeled ‘Create Workflow’. You will need to name your workflow something descriptive like ‘Automatically Send SMS to Customers’. This naming convention helps in organizing your automations effectively.

2. Setting Up Google Forms as the Trigger

In this step, you will configure Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the list of applications. The trigger event you need to choose is ‘New Response Received’. This event will initiate the workflow whenever a new form submission occurs.

• Open the associated Google Sheets for your form.
• Copy the webhook URL provided by Pabbly Connect.
• Install the Pabbly Connect Webhooks add-on in Google Sheets.

After copying the webhook URL, go to your Google Sheets and paste it into the initial setup of the Pabbly Connect add-on. Specify the trigger column, which is the column that will activate the webhook when data is added. This setup ensures that every new form submission triggers the SMS sending process.

3. Capturing Data from Google Forms

Now that you have configured the trigger in Pabbly Connect, you need to capture the data from Google Forms. To do this, make a test submission to your Google Form. This will populate the Google Sheets with the data from the form submission.

Once the form is submitted, return to Pabbly Connect and click on the ‘Send Test’ button. This action will allow you to verify if the data from the Google Form is being captured correctly. You should see the details from the form submission, such as the name and email address, in the Pabbly Connect dashboard.

• Ensure that the phone number field is included in your Google Form.
• Update the trigger column if necessary to capture the phone number.

After confirming that the data is captured correctly, you can proceed to the next step of integrating Twilio for sending SMS.

4. Integrating Twilio to Send SMS

With the data from Google Forms captured, the next step is to set up Twilio in Pabbly Connect to send SMS. Select Twilio as the action application and choose the action event ‘Send SMS’. This will allow you to send a thank you message to your customers automatically.

To configure Twilio, you will need to enter your Account SID and Auth Token from your Twilio account. These credentials can be found in your Twilio dashboard. Paste them into the respective fields in Pabbly Connect to establish the connection.

Compose your SMS message, including a personalized greeting using mapped data. Map the recipient’s phone number from the captured data to send the SMS correctly.

After configuring the SMS content and recipient details, click on ‘Save and Send Test Request’. This action will send a test SMS to verify that everything is working correctly. You should receive the SMS on your phone, confirming that the integration is successful.

5. Finalizing Your Automation with Pabbly Connect

Now that you have set up Google Forms and Twilio in Pabbly Connect, it’s time to finalize your automation. Ensure that the ‘Send on Event’ option is enabled in the Pabbly Connect add-on. This setting allows the automation to run automatically every time a new form submission is made.

After enabling this option, your automation will be complete. Every time a customer submits the Google Form, Pabbly Connect will capture the data and send a thank you SMS via Twilio instantly. This automation saves time and ensures that your customers receive immediate acknowledgment.

With this setup, you can also customize the messages or add additional SMS features as needed. Pabbly Connect allows for flexibility in integrating various applications, ensuring that your SMS automation meets your specific business needs.

Conclusion

In this tutorial, we explored how to automate sending thank you SMS to your customers using Pabbly Connect to integrate Google Forms and Twilio. By following the detailed steps outlined, you can streamline your customer communication and enhance engagement. Automate your SMS processes today with Pabbly Connect for efficient customer interactions!