How to Send Unique Coupon Codes to Customers from Google Sheets Using Pabbly Connect

Learn how to automate sending unique coupon codes to your customers directly from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To send unique coupon codes to your customers directly from Google Sheets, you will first need to set up Pabbly Connect. This integration platform allows you to connect Google Forms, Google Sheets, and SMS sending apps like Twilio seamlessly.

Start by visiting the Pabbly Connect website. Click on ‘Sign Up for Free’ to create an account, or ‘Sign In’ if you already have one. Once logged in, navigate to the app section and select Pabbly Connect to begin creating your workflow.

2. Creating Your Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner. A dialog box will prompt you to name your workflow; you can name it ‘Google Forms to Google Sheets to Twilio’.

• Name your workflow appropriately.
• Select Google Forms as the trigger app.
• Choose ‘New Response in Spreadsheet’ as the trigger event.

Once the workflow is created, you will see two windows: the trigger window and the action window. This setup allows you to receive data from Google Forms into Google Sheets, and then send it via SMS using Twilio through Pabbly Connect.

3. Configuring Google Forms and Google Sheets

Next, you will need to configure your Google Form and connect it to a Google Sheet. Create a Google Form with fields like name, email, phone number, and age. After creating the form, you must link it to a Google Sheet by clicking on ‘Responses’ and then selecting the option to create a new spreadsheet.

After linking, go to the Google Sheet and install the Pabbly Connect Webhooks add-on. This is crucial for enabling the connection between Google Sheets and Pabbly Connect. Once installed, refresh your Google Sheet to ensure that the add-on is active.

4. Setting Up Webhooks in Pabbly Connect

Now that your Google Sheet is ready, return to Pabbly Connect to set up the Webhooks. In the add-ons menu, select Pabbly Connect Webhooks and click on ‘Initial Setup’. You will need to enter the webhook URL provided by Pabbly Connect and specify the trigger column, which is typically the last data entry column.

Once this is set up, ensure you click on ‘Send on Event’. This configuration allows Pabbly Connect to capture data whenever a new response is recorded in the specified column of your Google Sheet. You are now ready to test the integration.

5. Sending SMS with Unique Coupon Codes

After setting up the webhook, you will now configure the action to send SMS messages through Twilio. In Pabbly Connect, select Twilio as the app and choose ‘Send SMS Message’ as the action event. You will need to provide your Twilio Account SID, Auth Token, and the sender number.

In the SMS body, include a personalized message along with the coupon code from your Google Sheet. For example, you can write, ‘Hello [Name], thanks for filling out the form. Here is your coupon code: [Coupon Code]’. Finally, test the setup by sending an SMS to ensure everything is working correctly.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending unique coupon codes to your customers directly from Google Sheets. This integration not only saves time but also ensures that each customer receives their unique code seamlessly.