Automate Sending Christmas Wishes via SMS with Pabbly Connect

Learn how to use Pabbly Connect to automate sending Christmas wishes via SMS using Google Sheets and Twilio in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Christmas Wishes

To start sending Christmas wishes using Pabbly Connect, first, navigate to the Pabbly Connect website. As soon as you access the landing page, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account and get started with 100 free tasks every month.

After signing in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to your dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your automation process.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to send Christmas wishes via SMS. First, name your workflow something like ‘Send Christmas Wishes to Customers Via SMS Automatically’ and choose the folder where you want to save it.

• Select ‘Google Sheets’ as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for later use.

After setting the trigger, paste the webhook URL into your Google Sheets extension for the Pabbly Connect integration. This will enable the connection between your Google Sheets and Pabbly Connect.

3. Setting Up Google Sheets for Integration

To connect your Google Sheets with Pabbly Connect, open your Google Sheets document where you have customer details. Go to Extensions, then Add-ons, and click on Get Add-ons to install the Pabbly Connect webhook add-on.

Once installed, refresh your spreadsheet and navigate back to the Extensions menu. You will now see the Pabbly Connect Webhooks option. Click on it and select ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column, which is where the final data will be entered.

• Select the final data column (e.g., Column D).
• Click Submit to finalize the setup.

After submitting, Pabbly Connect will be ready to capture data from Google Sheets when new entries are added.

4. Sending SMS via Twilio through Pabbly Connect

Next, you will set up Twilio to send SMS messages. In your Pabbly Connect workflow, select Twilio as the action application and choose ‘Send SMS Message’ as the action event. Click on Connect to link your Twilio account.

Provide your Twilio Account SID and Auth Token to establish the connection. You can find these details in your Twilio account dashboard. After entering these credentials, click Save to connect Twilio with your Pabbly Connect workflow.

Set the SMS body to include ‘Merry Christmas, {Customer Name}.’. Map the customer’s name and phone number from the previous step.

Once everything is set, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully. This will allow you to confirm that the integration between Twilio and Pabbly Connect is working correctly.

5. Automating the SMS Sending Process

Now that you have set up the workflow, you can automate the process of sending SMS wishes to all your customers. In your Google Sheets, add customer details in the specified format. Each time you add a new customer, Pabbly Connect will trigger the SMS sending process automatically.

To send messages to all existing customers, use the option to ‘Send All Data’ in the Pabbly Connect Webhooks menu. This will send the Christmas wishes to all customers listed in your Google Sheets.

Ensure the ‘Send on Event’ option is enabled for new entries. Add new customer data to automatically trigger SMS sending.

With this setup, you can efficiently manage your customer communications during the holiday season, all through the power of Pabbly Connect.

Conclusion

This tutorial showed you how to use Pabbly Connect to automate sending Christmas wishes via SMS using Google Sheets and Twilio. By following these steps, you can streamline your customer engagement during the festive season.