Send Personalized SMS to New Leads Using Twilio

Learn how to send personalized SMS to new leads using Twilio and Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To send personalized SMS to new leads using Twilio, you first need to access Pabbly Connect. If you are a new user, open your browser and visit pabbl.com/connect. Here, you will find the option to sign up for free, which allows you to explore the features of Pabbly Connect without any cost.

Once registered, you can start creating workflows. The free plan provides you with hundreds of tasks each month, enabling you to send up to 100 SMS for free. This is a great way to test out Pabbly Connect before committing to a subscription plan.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow builder where you can set up your automation. Begin by clicking on the ‘Add Trigger’ button. For the trigger application, search for Google Ads, as this is where you’ll collect lead details.

• Select ‘New Lead Form Entry’ as the event.
• Click on ‘Connect’ to establish the connection.
• Copy the provided webhook URL.

Next, go to your Google Ads campaign and add the lead form. Ensure that the lead form captures essential details such as name, email, and phone number. Paste the webhook URL from Pabbly Connect into the lead delivery section to connect your lead form with the workflow.

3. Testing the Webhook Response in Pabbly Connect

After setting up the lead form, you need to test the webhook response. Click on ‘Send Test Data’ in Google Ads, which will send a test lead to Pabbly Connect. This allows you to verify that the integration is working correctly.

• You can either wait for a real lead or use the test lead details.
• Click on ‘Capture Webhook Response’ to confirm the data is received.

Using the test lead details is recommended as it saves time and ensures that your automation will function correctly with actual leads.

4. Sending SMS with Twilio via Pabbly Connect

Now that you have captured the lead details, it’s time to set up the action step to send an SMS via Twilio. Click on ‘Add New Action’ and search for Twilio. Select ‘Send SMS Message’ as the event and click on ‘Connect’ to link Twilio with Pabbly Connect.

If you already have a connection, select ‘Use Existing Connection’. If not, click on ‘Add New Connection’ and enter your Twilio Account SID and Authorization Token. You can find these in your Twilio dashboard.

For the SMS body, create a message that includes the lead’s name by mapping it from the previous step. For example: ‘Hello {{Name}}, welcome to Natural Glow Skincare! Ready to switch to toxin-free products?’ Ensure to set the sender number as your Twilio phone number and the recipient number as the lead’s phone number.

5. Finalizing the Automation Process

Once you have set up the SMS details, click on ‘Save and Send Test Request’ in Pabbly Connect. You should receive a positive response indicating that the SMS has been successfully sent. This confirms that your automation is working as intended.

Now, whenever a new lead is captured through Google Ads, Pabbly Connect will automatically send a personalized SMS without any manual intervention. This automation will save you time and streamline your lead communication process.

To summarize, using Pabbly Connect to integrate Google Ads and Twilio allows for efficient lead management and personalized communication. Try this automation for your own business today!

Conclusion

In this tutorial, you learned how to send personalized SMS to new leads using Twilio and Pabbly Connect. By following these steps, you can automate your lead communication effectively. This process enhances engagement and saves valuable time, allowing you to focus on other important tasks.