How to Set Up Automated SMS Reminders for Salesforce Leads with Pabbly Connect

Learn how to set up automated SMS reminders for Salesforce leads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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 to Set Up Automated SMS Reminders

To set up automated SMS reminders for Salesforce leads, first, access Pabbly Connect. This platform allows seamless integration between various applications, including Salesforce and SMS services.

Visit the Pabbly Connect homepage and sign up for a free account or log in if you are an existing user. Once logged in, you will be directed to the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the SMS reminder process. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. using Pabbly Connect

• Name your workflow as ‘Set Up Automated SMS Reminders for Salesforce Leads’.
• Select your desired folder for saving the workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will need to configure the trigger and action steps to complete the automation process.

3. Setting Up the Trigger in Pabbly Connect

To initiate the workflow, set up the trigger using the ‘Webhook by Pabbly’. Select ‘Catch Webhook’ as your trigger event. using Pabbly Connect

After selecting the trigger, Pabbly Connect will provide you with a unique Webhook URL. This URL needs to be copied and integrated into your inquiry form created with Elementor. To do this, edit your form and add the Webhook action under the form settings.

• Paste the copied Webhook URL into the designated field.
• Update the form to save the changes.
• Submit a test response to ensure the Webhook is functioning correctly.

Once the test submission is successful, Pabbly Connect will capture the lead data from the form, which will be used in the subsequent action steps.

4. Configuring Action Steps in Pabbly Connect

With the lead data captured, the next step is to configure the action steps. Start by selecting Salesforce as your action application and choose ‘Create Lead’ as the action event.

Click on ‘Connect’ to establish a connection between Salesforce and Pabbly Connect. If this is your first time connecting, select ‘Add New Connection’ and authorize access to your Salesforce account.

Map the lead data fields from the Webhook response to Salesforce fields. Ensure all required fields are filled correctly. Click on ‘Save and Send Test Request’ to verify the lead creation.

After successfully creating the lead in Salesforce, you will proceed to set up the SMS reminder action.

5. Sending SMS Reminders Using Pabbly Connect

For the final step, select your SMS application, like Twilio, and choose ‘Send SMS Message’ as the action event. Connect Twilio to Pabbly Connect by entering your Account SID and Authorization Token.

Next, configure the SMS body with the desired message content. Use dynamic fields to personalize each SMS, such as the recipient’s name and appointment date.

Enter the sender number from your Twilio account. Map the recipient’s phone number from the lead data. Click ‘Save and Send Test Request’ to send a test SMS.

Once the SMS is sent successfully, your automated SMS reminder workflow is complete. You can now monitor and adjust the workflow as needed in Pabbly Connect.

Conclusion

Setting up automated SMS reminders for Salesforce leads using Pabbly Connect streamlines your communication process. By following these steps, you can ensure timely reminders for your leads, enhancing customer engagement and satisfaction.