Automate Birthday Wishes via SMS with Pabbly Connect and Google Sheets

Learn how to automate sending birthday wishes via SMS using Pabbly Connect and Google Sheets. Step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating birthday wishes via SMS, access Pabbly Connect by visiting the URL Pabbly.com/connect. This platform allows integration between Google Sheets and SMS services like Twilio.

If you are a new user, click on the ‘Sign Up’ button to create a free account, which provides you with 100 free tasks. Existing users can sign in directly. Once logged in, navigate to the dashboard to begin creating your workflow.

2. Creating Your Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Google Sheets Twilio Integration’ to reflect its purpose.

• Select a trigger event to initiate the workflow.
• Choose the frequency for the workflow to run (e.g., daily at 10 AM).
• Set the action application to Twilio for sending SMS.

Once you have set these parameters, click on ‘Save’ to confirm your workflow settings. This sets the stage for automating the birthday SMS process.

3. Fetching Current Date for Comparison

In this step, you’ll use Pabbly Connect to fetch the current date, which is crucial for checking birthdays in your Google Sheets. Select the ‘Date Time Formatter’ from the action options.

Choose the action event to fetch the current date in the desired format (day-month-year). Click on ‘Save and Send Test Request’ to ensure the current date is fetched correctly. This date will be used to match with the birthdays listed in your Google Sheets.

4. Looking Up Birthday Data in Google Sheets

Next, you need to configure Pabbly Connect to look up birthday data stored in Google Sheets. Choose Google Sheets as your action application and select the action event ‘Lookup Spreadsheet Rows’.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet containing the birthday details.
• Specify the column to look up the birthday date.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the data is being fetched correctly from your Google Sheets.

5. Sending SMS Birthday Wishes via Twilio

The final step involves configuring Pabbly Connect to send SMS using Twilio. Select Twilio as your action application and choose the event ‘Send SMS Message’.

Connect your Twilio account by entering your Account SID and Auth Token. Next, compose your SMS message, including the recipient’s name and phone number. Ensure that you format the recipient’s number correctly with the country code.

Click on ‘Save and Send Test Request’ to test the SMS functionality. If successful, you will receive a confirmation message, indicating that your birthday wish has been sent.

Conclusion

By using Pabbly Connect, you can effortlessly automate sending birthday wishes via SMS from Google Sheets. This integration not only saves time but also enhances customer and employee engagement. Start your automation journey today with Pabbly Connect for seamless workflows!