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Integrating SMS with Automation Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate SMS with Automation using Pabbly Connect to send instant messages upon form submission. Follow our detailed tutorial for seamless setup. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up the Workflow for SMS Automation

The first step in integrating SMS with Automation is to set up your workflow. For this, you will use Pabbly Connect to create a new workflow. Start by signing up for Pabbly Connect and log into your dashboard.

Click on the ‘Create Workflow’ button to begin. Provide a suitable name for your workflow, and click on the ‘Create’ button. This will take you to the workflow page where you will set up triggers and actions for SMS automation.

2. Choosing the Trigger Application: Pabbly Connect Forms

To trigger the SMS automation, you need to select Pabbly Connect Forms as your trigger application. Click on the trigger window and type ‘Pabbly Connect Forms’ to select it. The event you want is ‘New Form Submission,’ which will generate a webhook URL.

Select ‘Make Forms’ as the trigger application.
Choose the trigger event ‘New Form Submission’.
Copy the generated webhook URL for use in Pabbly Connect Forms.

Next, you will need to add this webhook URL to your Make Forms settings. This connects the two applications for seamless data transfer.

3. Configuring Pabbly Connect Forms Settings for Webhook

In Pabbly Connect Forms, navigate to the settings tab. Under the settings page, find the Integrations tab and click on it. Here, locate the webhook option and select ‘Add a Webhook’ to paste the URL you copied earlier.

Choose the form you are using and set the data format to JSON. Test the connection by clicking on ‘Send Test Data’ to ensure everything is working correctly.

4. Setting Up SMS Horizon for Sending Messages

The next step is to set up SMS sending capabilities using SMS Horizon. Select SMS Horizon as your action application and choose the ‘Send SMS Message’ action event. Click on the connect button and enter your SID and authorization token from your SMS Horizon account.

Enter your SID and authorization token from SMS Horizon.
Map the recipient number and message body for the SMS.
Test the SMS sending functionality to ensure it works as expected.

Make sure to map the recipient’s phone number correctly from the form submission data to ensure they receive the SMS confirmation.

5. Finalizing and Testing the SMS Automation

After setting up everything, it’s time to finalize the automation. Save your workflow and send a test request to see if the SMS is sent correctly. You should receive a confirmation SMS that includes the details filled in the form. using Pabbly Connect

Check your SMS inbox to confirm the message has been received. Once everything is confirmed, your SMS automation is ready to go. This setup will trigger automatically every time a form is submitted, ensuring timely communication.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating SMS with Automation using Pabbly Connect is a straightforward process that enhances communication. Follow the steps outlined above to set up your SMS Horizon integration and automate your notifications effectively.