How to Send SMS for New Zoho Forms Entries Using Twilio

Learn to automate SMS notifications for new Zoho Forms entries using Pabbly Connect and Twilio in this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending SMS notifications for new Zoho Forms entries, you first need to access Pabbly Connect. Open your browser and visit Pabbly.com/connect. Here, you will find options to sign in or sign up for free. If you’re new, click on ‘Sign Up Free’ to create your account.

After signing in, you will see the Pabbly Apps window. Click on ‘Access Now’ for Pabbly Connect to enter the dashboard. This is where you will create your automation workflows to connect Zoho Forms and Twilio for sending SMS notifications.

2. Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to select between the new beta version or the classic version of the workflow builder. Choose the beta version for a modern experience.

• Click on ‘Create’ after naming your workflow, for example, ‘Send SMS for New Zoho Form Entries Using Twilio.’
• Select the folder where you want to save this workflow.

After creating the workflow, you will set up a trigger event. The trigger indicates when the automation will start. For this integration, select ‘Zoho Forms’ as the trigger application and ‘New Form Submitted’ as the event. This will enable Pabbly Connect to listen for new submissions from your Zoho Forms.

3. Connecting Zoho Forms to Pabbly Connect

To connect your Zoho Forms to Pabbly Connect, you will need a webhook URL. After setting up your trigger, copy the provided webhook URL. Now, go to your Zoho Forms account and select the form you want to integrate.

In the form settings, navigate to the ‘Integrations’ section and select ‘Webhooks’. Here, you will paste the webhook URL that you copied from Pabbly Connect. Make sure to set the content type to ‘application/json’ and the authorization type to ‘General’.

• Remove any existing webhook URLs to avoid conflicts.
• Add all necessary payload parameters for the form fields you want to capture.

After saving the webhook settings, you can test the connection by submitting a test entry in your Zoho Form. This will send data to Pabbly Connect and confirm that the integration is working correctly.

4. Sending SMS Using Twilio via Pabbly Connect

With the Zoho Forms connected, the next step is to set an action to send an SMS using Twilio. In your Pabbly Connect workflow, add a new action step and select Twilio as the application. Choose ‘Send SMS Message’ as the action event.

To connect Twilio, you will need your Account SID and Authorization Token. These can be found in your Twilio console. Enter these details into Pabbly Connect to establish the connection. Once connected, you will set up the SMS content.

Craft a message body for your SMS, such as ‘Hi {Name}, thanks for your inquiry!’. Use mapping to insert dynamic data from the previous step, like the lead’s first name and phone number.

After setting up the SMS body and recipient details, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation SMS, demonstrating that the integration works seamlessly through Pabbly Connect.

5. Conclusion: Automate SMS Notifications with Pabbly Connect

In this tutorial, we covered how to automate SMS notifications for new Zoho Forms entries using Pabbly Connect and Twilio. By following the steps outlined, you can ensure that every new inquiry from your forms is promptly acknowledged via SMS.

Utilizing Pabbly Connect for this integration not only streamlines your communication with leads but also enhances your overall efficiency. Start using this powerful automation tool today to transform your workflow!