Automate SMS Wishes with Pabbly Connect: Google Sheets and Twilio Integration

Learn how to automate sending New Year wishes via SMS to customers using Pabbly Connect, Google Sheets, and Twilio with this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating SMS wishes using Pabbly Connect, first, access the Pabbly Connect website. If you’re a new user, you can sign up for free and get 100 free tasks every month.

After signing in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to send New Year wishes automatically to your customers via SMS.

2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow in Pabbly Connect to facilitate the automation of sending SMS. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

A dialog box will appear asking for a workflow name and folder selection. Name your workflow something like ‘Send New Year Wishes to Customers Via SMS Automatically’ and select the appropriate folder for organization.

• Navigate to the Pabbly Connect dashboard.
• Click ‘Create Workflow’ and fill in the details.
• Select a folder to save your workflow.

Once you click the ‘Create’ button, your workflow will be ready for further configuration.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Google Sheets as your trigger application, as this is where customer data is stored. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to capture new customer information.

After selecting the trigger, you will need to connect your Google Sheets account. Copy the webhook URL provided by Pabbly Connect and paste it into your Google Sheets add-on for configuration.

• Select Google Sheets as the trigger application.
• Choose the trigger event to capture new or updated rows.
• Copy the webhook URL and configure it in your Google Sheets add-on.

Once the connection is established, you can test it to ensure that it captures customer details correctly.

4. Setting Up the Action to Send SMS via Twilio

Now that we have the trigger set up, we need to configure the action step in Pabbly Connect to send SMS using Twilio. Select Twilio as the action application and choose the action event as ‘Send SMS Message’.

You will need to connect your Twilio account by entering your Account SID and Authorization Token. Then, configure the SMS body and recipient details, using dynamic fields to personalize messages for each customer.

Select Twilio as the action application. Input your Twilio Account SID and Authorization Token. Map customer data dynamically to personalize SMS messages.

After configuring these settings, you can test the action to verify that SMS messages are sent successfully to the recipients.

5. Finalizing the Automation Process

The last step is to finalize the automation in Pabbly Connect to ensure all customers receive their SMS wishes. You can click on the option to send all data from your Google Sheets to Twilio.

This will trigger the SMS sending process for all customer records stored in your Google Sheets. Ensure that you have tested the setup with a few entries before sending out the entire list.

Click ‘Send All Data’ to initiate SMS sending for all customers. Verify that all SMS messages are sent successfully. Check for any errors in the process and adjust if necessary.

With this final step, your automation is complete, and you can now send New Year wishes to your customers automatically via SMS.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending New Year wishes via SMS to customers using Google Sheets and Twilio. This integration saves time and enhances customer relationships by ensuring personalized messages are sent automatically.