Learn how to automate SMS sending to website leads using Pabbly Connect and Twilio. Follow our step-by-step tutorial for seamless integration. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for SMS Automation

To automate SMS sending to website leads, you first need to set up Pabbly Connect. This automation software allows you to connect various applications seamlessly. Start by signing up or logging into your Pabbly Connect account.

Once logged in, you will see the dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner. This initiates the process of linking your applications.

Creating a New Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will need to name your workflow. For this example, name it ‘Send Automated SMS to Website Leads’. You can also choose a folder for better organization, such as ‘Automations’.

Next, click the ‘Create’ button to proceed. You will now see the workflow window where you can set up the trigger and action. The trigger application will be Webhooks by Pabbly, and the action application will be Twilio.

  • Select ‘Webhooks by Pabbly’ as the trigger application.
  • Choose ‘Catch Webhook’ as the trigger event.
  • Copy the generated webhook URL for later use.

With the trigger set, you can now move on to setting up the action with Twilio.

Setting Up Twilio for SMS Sending

To configure Twilio, you need to connect it with Pabbly Connect. Click on ‘Add New Connection’ under the Twilio action setup. You will be prompted to enter your Account SID and Authorization Token from your Twilio console.

Once you have entered these details, click on ‘Save’ to establish the connection. After successfully connecting, you will need to set up the SMS message details. This includes the sender’s number, recipient’s number, and the message body.

  • Input the sender’s Twilio number.
  • Map the recipient’s number from the webhook response.
  • Compose your message, including dynamic fields if needed.

After filling in all required fields, click on ‘Save and Send Test Request’ to ensure everything is set up correctly.

Testing Your SMS Automation

To verify that your automation works, conduct a test submission through your website form. Enter dummy data, such as a name, email, and phone number, and submit the form.

After submission, return to your Pabbly Connect dashboard to check if the webhook response was captured successfully. You should see the lead details including the phone number in the response.

Next, check your Twilio account to confirm that the SMS was sent to the recipient’s number. This step ensures that the integration is functioning as expected.

Conclusion

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

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Final Steps and Conclusion

If the test is successful, your automation is now complete. You can now automate SMS sending to all your website leads using Pabbly Connect and Twilio. This integration not only saves time but also enhances communication efficiency.

In conclusion, using Pabbly Connect to automate SMS sending through Twilio is a straightforward process. By following the steps outlined, you can set up a reliable workflow that keeps your customers informed and engaged.