Integrate SMS Gateways with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate SMS gateways using Pabbly Connect in this detailed tutorial. Automate your SMS sending process effortlessly! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Integration

To integrate SMS gateways using Pabbly Connect, start by accessing the platform. If you are not an existing user, you can create a free account in just two minutes by clicking the sign-up button.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can begin creating your workflow by clicking on the blue button labeled ‘Create Workflow.’ This is where your automation journey begins.

2. Creating Your Workflow in Pabbly Connect

After clicking on ‘Create Workflow,’ you will need to provide a name for your integration project. For this tutorial, we will name it ‘Integrate Popular SMS Gateways with Pabbly Connect.’ Choose a folder to save your workflow and click on the ‘Create’ button. using Pabbly Connect

• Enter your workflow name as ‘Integrate Popular SMS Gateways with Pabbly Connect’.
• Select the folder for your workflow.
• Click on ‘Create’ to proceed.

Now, you will notice two boxes labeled as ‘Trigger’ and ‘Action.’ The trigger indicates when an event occurs, and the action specifies what will happen as a result. In this case, we will use Google Sheets as our trigger application to capture customer data.

3. Setting Up Google Sheets as the Trigger

To set up Google Sheets as the trigger application in Pabbly Connect, select it from the trigger options. The specific event we want to choose is ‘New or Updated Spreadsheet Row.’ This allows us to capture customer data inputted into the Google Sheet.

Once you select this option, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate back to your Google Sheets. Here, you will need to install the Pabbly Connect Webhooks add-on if you haven’t done so already.

• Open Google Sheets and click on Extensions > Add-ons > Get Add-ons.
• Search for the Pabbly Connect Webhooks add-on and install it.
• Once installed, click on Extensions > Pabbly Connect Webhooks > Initial Setup.

Paste the copied webhook URL into the setup field and specify the trigger column, which is the final data column that will trigger the automation. After setting this up, click on ‘Send Test’ to verify the connection.

4. Connecting Your SMS Gateway with Pabbly Connect

Now that Google Sheets is set up as the trigger, it’s time to connect your SMS gateway application, such as Twilio, with Pabbly Connect. Select the action event as ‘Send SMS Message’ to configure this action.

Next, you will need to connect your Twilio account by providing the necessary credentials such as the SID and the authorization token. These details can be found in your Twilio dashboard. Paste them into the respective fields in Pabbly Connect and click on ‘Save’.

Select ‘Send SMS Message’ as the action event. Input your Twilio SID and authorization token. Click ‘Save’ to establish the connection.

After successfully connecting your SMS gateway, you will need to specify the SMS body, sender number, and recipient number. You can map the recipient number from the data captured from Google Sheets, ensuring that each SMS sent is personalized for each customer.

5. Testing Your Integration and Final Steps

After setting up everything in Pabbly Connect, it’s crucial to test your integration to ensure it works as expected. Click on the ‘Send Test Request’ button and wait for the response. If everything is set up correctly, you will receive a confirmation of the SMS being sent.

To ensure the automation runs smoothly, make sure to enable the ‘Send on Event’ option in your Google Sheets setup. This ensures that every time new data is added, the SMS will be sent automatically. If you want to send SMS in bulk, you can enable the ‘Send All Data’ option.

Click on ‘Send Test Request’ to verify the SMS sending process. Enable ‘Send on Event’ for real-time SMS sending. Optionally, enable ‘Send All Data’ for bulk SMS sending.

With these steps completed, your SMS sending process is fully automated through Pabbly Connect. You can now relax as Pabbly Connect will handle all the tasks in the background, ensuring your messages reach your customers promptly.

Conclusion

In this tutorial, we explored how to integrate SMS gateways using Pabbly Connect, focusing on automating the SMS sending process. With just a few steps, you can streamline your communication with customers efficiently.