How to Send SMS to Customers on Form Submission Using Pabbly Connect

Learn how to automate SMS sending to customers on form submission using Pabbly Connect with this detailed step-by-step tutorial. Perfect for businesses looking to streamline communication.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send SMS to customers on form submission, you will first need to access Pabbly Connect. This platform allows seamless integration between various applications like Formstack and Twilio.

Start by visiting the Pabbly Connect website. If you are a new user, create a free account to explore the automation features. Existing users can simply sign in to access their dashboard.

2. Creating Your Automation Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Instantly Send SMS on Form Submission’. This helps in identifying your automation later.

• Select Formstack as the application for the trigger event.
• Choose ‘New Form Submission’ as the trigger event.
• Connect your Formstack account to Pabbly Connect.

After connecting, select the specific form you want to use. For example, if your form is named ‘Contact Form’, choose that from the list. Click ‘Save’ and proceed to test the connection.

3. Testing Form Submission for SMS Trigger

With Pabbly Connect set up, you need to test the form submission to capture the data. Open your Formstack form and submit a test entry. Include a valid phone number to ensure SMS can be sent correctly.

After submitting the form, return to Pabbly Connect and click on ‘Send Test Request’. This will fetch the response from the form submission. Ensure that the details like name, email, and phone number are captured correctly.

4. Configuring Twilio to Send SMS

Now, it’s time to set up Twilio for sending SMS through Pabbly Connect. Select Twilio as the action application and choose the ‘Send SMS’ action event. Connect your Twilio account by entering the required credentials.

• Input your Twilio Account SID and Auth Token.
• Set the message body to include personalized information from the form submission.
• Specify the sender number from your Twilio account.

Make sure to map the recipient’s phone number correctly. This ensures that the SMS is sent to the right person based on the form submission data.

5. Finalizing Your Automation Setup

After configuring Twilio, finalize your automation by clicking on ‘Save’. Test the complete workflow by submitting another form entry. This time, ensure that the phone number is formatted correctly to receive the SMS. using Pabbly Connect

Once the SMS is sent successfully, you will see a confirmation in Pabbly Connect. This indicates that your automation is working flawlessly, allowing you to send SMS notifications automatically whenever a form is submitted.

Conclusion

Using Pabbly Connect to automate SMS sending upon form submission is a powerful way to streamline communication with customers. This tutorial has outlined the steps to integrate Formstack and Twilio effectively, making your workflow efficient and responsive.