Learn how to automate SMS sending with Gravity Forms using Pabbly Connect in this detailed tutorial. Follow the steps to integrate SMS, URL, and more!

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SMS Integration

To start the integration of SMS with URL using Pabbly Connect, first, you need to create an account on Pabbly Connect. This platform allows seamless automation without any coding skills required.

Once you have signed up, log into your Pabbly Connect account. On the dashboard, click on ‘Create Workflow’ to initiate the automation process. You will be prompted to name your workflow, such as ‘Send SMS on Gravity Form Submission’.

2. Configuring the Trigger Application: Gravity Forms

In this step, you will set up the trigger application, which is Gravity Forms. The trigger event will be set to ‘New Response’. This means the automation will begin whenever a new form submission occurs. using Pabbly Connect

To connect Gravity Forms to Pabbly Connect, you will need to generate a webhook URL. This URL acts as a bridge between the two applications. After creating the trigger, copy the webhook URL provided by Pabbly Connect.

  • Go to your WordPress dashboard and navigate to Gravity Forms.
  • Click on the form you want to use and select ‘Settings’.
  • Under the settings, find ‘Webhooks’ and click ‘Add New’.

Paste the copied webhook URL into the appropriate field and save your settings. You should now see a confirmation that the webhook is successfully set up.

3. Testing the Integration with Dummy Data

After setting up the webhook, it’s essential to test the integration. Go back to your Gravity Forms and use the preview option to fill in dummy details such as your name, phone number, and email address. using Pabbly Connect

Once you submit the form, return to Pabbly Connect. You should see that the response has been captured successfully, indicating that Gravity Forms is now connected with Pabbly Connect.

Testing is critical to ensure the SMS will be sent correctly. If the response appears as expected, proceed to the next step of configuring the action application.

4. Configuring the Action Application: SMS

For the action application, select SMS as the service to send messages. The action event should be set to ‘Send SMS Message’. This setup means that every time there is a new form submission, an SMS will be sent automatically. using Pabbly Connect

To establish this connection, you will need your SMS service credentials, including the Account SID and Authorization Token. These details can be found in your SMS service provider account.

  • Enter the Account SID and Authorization Token into the respective fields.
  • Draft the SMS message body, starting with ‘Dear Customer’.
  • Map the recipient phone number from the previous step to ensure it is dynamic.

After filling in all the necessary details, click ‘Save and Send Test Request’. If everything is configured correctly, you should receive your test SMS shortly.

5. Conclusion and Next Steps

In conclusion, integrating SMS with URL using Pabbly Connect streamlines the process of sending messages upon Gravity Forms submissions. This automation eliminates manual work and ensures timely communication with your customers.

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Once you have set up this integration, you can explore further automation capabilities with Pabbly Connect. Consider integrating additional applications to enhance your workflow and efficiency.

By following the steps outlined in this tutorial, you can successfully automate SMS notifications using Gravity Forms, Pabbly Connect, and your SMS service provider.