Learn how to automatically send SMS to LinkedIn leads using Pabbly Connect. Follow this step-by-step tutorial to streamline your lead communication. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for SMS Automation
Pabbly Connect is a powerful automation platform that enables you to connect various applications seamlessly. In this tutorial, we will explore how to use Pabbly Connect to automatically send SMS messages to leads captured through LinkedIn Lead Generation Forms. This integration helps streamline your communication and ensures timely follow-ups with potential clients.
To get started, create a free account on Pabbly Connect. Once logged in, you can access the dashboard where you will set up the automation workflow for sending SMS to your LinkedIn leads.
2. Setting Up Your Pabbly Connect Workflow
To initiate the integration process, click on the blue button labeled ‘Create Workflow’ in your Pabbly Connect dashboard. You will need to provide a name for your workflow, such as ‘Send SMS to New LinkedIn Leads.’ This name helps you identify the workflow later.
- Click on ‘Create’ to proceed.
- You will see two boxes: Trigger and Action.
- Select ‘LinkedIn Lead Generation Form’ as the trigger application.
After selecting the trigger, you will need to choose the event that triggers the SMS sending process. In this case, select ‘New Lead Generation Form Response’. This event will activate every time a new lead fills out your LinkedIn form.
3. Connecting LinkedIn Lead Generation Form to Pabbly Connect
Once you have set up the trigger, it’s time to connect your LinkedIn account to Pabbly Connect. Click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to authorize Pabbly Connect to access your LinkedIn account.
After successful authorization, refresh the connection to fetch your lead generation forms. Select the specific form you want to connect, ensuring it corresponds to your active LinkedIn advertisement. This step is crucial as it determines which leads will trigger the SMS notifications.
4. Configuring SMS Sending via Twilio in Pabbly Connect
With the LinkedIn form connected, the next step involves configuring the action to send SMS through Twilio. In the action section of Pabbly Connect, choose ‘Twilio’ as the application and select ‘Send SMS’ as the action event. You will be required to connect your Twilio account by entering the necessary credentials.
- Provide your Twilio Account SID and Auth Token.
- Map the lead’s phone number from the LinkedIn form to the recipient number field.
- Compose your SMS message, incorporating dynamic fields for personalization.
Once you have completed these configurations, click on ‘Save’. This action will finalize the setup, allowing Pabbly Connect to send SMS messages automatically whenever a new lead is captured.
5. Testing Your Pabbly Connect Automation
After setting up your automation, it is essential to test the integration to ensure everything is working correctly. Fill out the LinkedIn Lead Generation Form with test data, including a valid phone number. Once submitted, return to your Pabbly Connect dashboard and click the ‘Refresh’ button to check for new responses.
If the integration is successful, you should see the lead information populated in Pabbly Connect, and the SMS should be sent to the provided phone number. Monitor your Twilio account to confirm the SMS delivery. If everything works as intended, your automation is now live!
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automatically send SMS messages to leads captured through LinkedIn Lead Generation Forms. By following these steps, you can streamline your lead communication and enhance your marketing efforts effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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