Automate Sending Christmas Wishes to Customers via SMS with Pabbly Connect

Learn how to use Pabbly Connect to automate sending Christmas wishes to customers via SMS. Follow our detailed step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To send Christmas wishes to customers via SMS automatically, the first step is to access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by searching for Pabbly.com/connect. This platform is essential for integrating different applications like Google Sheets and SMS services.

Once on the landing page, you will see options to sign in or sign up. If you’re a new user, click on ‘Sign up for free’ to get started with 100 free tasks each month. For existing users, simply click on ‘Sign In’ to access your dashboard, where you can create workflows to automate your SMS sending process.

2. Setting Up the Workflow in Pabbly Connect

After signing into Pabbly Connect, you’ll need to create a new workflow. Click on the ‘Create Workflow’ button, and a dialog will prompt you to name your workflow. Enter a name like ‘Send Christmas Wishes to Customers via SMS Automatically’ and select a folder where you want to save it.

• Click on ‘Create’ to proceed to the workflow window.
• In the workflow, select Google Sheets as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.

This setup allows Pabbly Connect to monitor your Google Sheets for any new customer data, initiating the SMS sending process automatically.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets to Pabbly Connect, you will receive a webhook URL after selecting your trigger event. Copy this URL as it will be used to link Google Sheets with your workflow. Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons to install the Pabbly Connect Webhooks add-on.

Once installed, refresh your Google Sheets. Go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the webhook URL you copied earlier into the designated field and specify the trigger column, which is typically the final data column. For instance, if your data ends in column D, enter ‘D’ as the trigger column.

4. Sending SMS with Twilio via Pabbly Connect

After successfully setting up Google Sheets with Pabbly Connect, the next step is to configure the action application, which in this case is Twilio. Select Twilio as your action application and choose ‘Send SMS Message’ as the action event. Click on ‘Connect’ to link your Twilio account to Pabbly Connect.

• You will need your Twilio Account SID and Authorization Token for this connection.
• Paste these details into the respective fields in Pabbly Connect.
• Set the SMS body to include a personalized message like ‘Merry Christmas, {Customer Name}’ and map the customer name from the previous response.

This integration allows you to send personalized Christmas wishes directly to your customers’ phones, enhancing customer relationships during the holiday season.

5. Automating the SMS Sending Process

With everything set, you can now automate the SMS sending process. Click on the ‘Send All Data’ button in the Pabbly Connect Webhooks menu to send SMS messages to all the customers listed in your Google Sheets. This ensures that all your loyal customers receive their Christmas wishes without any manual effort. using Pabbly Connect

To further automate this process, you can enable the ‘Send on Event’ feature in the Pabbly Connect Webhooks menu. This way, any new customer added to your Google Sheets will automatically receive a Christmas SMS, ensuring no one is left out.

By following these steps, you can efficiently manage your customer communications during the festive season, showcasing appreciation and strengthening relationships through automated messages.

Conclusion

By using Pabbly Connect, you can easily send automated Christmas wishes via SMS to your customers. This detailed tutorial guides you through the seamless integration of Google Sheets and Twilio, enabling effective communication during the holiday season. Automate your customer outreach today!